Fee-Only Financial Planning &
Investment Management

Integration and communication are key variables in developing a successful financial relationship. We offer a true wealth management practice through our affiliates and partners and provide you with a one-stop-shop.

As we often say, in any financial relationship we will serve as your independent “gate-keeper,” communicating and evaluating your Plan with all of your advisors to ensure you receive the best possible advice. Feel free to contact any of our partners directly or ask us to facilitate a meeting on your behalf.

Accounting Services

Taylor & Company LLC, Certified Public Accountants

Tom Taylor, CPA/PFS
www.taylorcpas.net
410-299-0059

• small business and personal tax return preparation
• payroll processing services
• monthly accounting and bookkeeping services
• QuickBooks expert

Estate and General Practice Attorneys

Dilip B. Paliath, Esquire

www.paliath.com
410-812-4057
Towson, MD

Roger J. Sullivan, Esquire

www.rjsullivanlaw.com
410-638-2990
Bel Air, MD

Insurance Services

Apple Insurance Services, Inc.

Kathy Miller, Home, Auto, Business & Life Insurance
www.insurewithapple.com

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