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Welcome to Chesapeake Financial Planning
Chesapeake Financial Planning & Tax Services provides personalized financial services to our clients to help them reach their goals and objectives.  Our creative, seasoned approach is to make sure that we completely understand you and your life goals.  Understanding you is our most important priority...... the solutions follow.
Latest Video Client Alert
  • Will vs. Trust: Is One Better Than the Other?
    When it comes to planning your estate, you might be wondering whether you should use a will or a trust (or both). Understanding the similarities and the differences
  • Are You Ending 2016 Healthy, Wealthy, and Wise?
    Although the year is drawing to a close, you still have time to review your finances. Pausing to reflect on the financial progress you made in 2016 and
  • Pretax, Roth, or After-Tax Contributions: Which Should You Choose?
    If your employer-sponsored retirement savings plan allows pretax, after-tax, and/or Roth contributions, which should you choose?
  • Do I need to make any changes to my Medicare coverage for next year?
    During the Medicare Open Enrollment Period that runs from October 15 through December 7, you can make changes to your Medicare coverage that will be
  • What changes can I make during this year's Medicare Open Enrollment Period?
    Each year, current Medicare beneficiaries can make changes to their Medicare coverage for the following year during the Medicare Open Enrollment
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 *Securities offered through SagePoint Financial Inc., member FINRA/SIPC. Advisory, insurance and tax services offered through Chesapeake Financial Planning & Tax Services, Inc. a registered investment advisor not affiliated with SagePoint Financial, Inc.

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Broadridge Investor Communication Solutions, Inc. does not provide investment, tax, or legal advice. The information presented here is not specific to any individual's personal circumstances.

To the extent that this material concerns tax matters, it is not intended or written to be used, and cannot be used, by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Each taxpayer should seek independent advice from a tax professional based on his or her individual circumstances. These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable—we cannot assure the accuracy or completeness of these materials. The information in these materials may change at any time and without notice.

This communication is strictly intended for individuals residing in the state(s) of AZ, CA, DC, DE, FL, MD, MA, NM, NY, NC, OK, PA, TN, TX, VA and WI. No offers may be made or accepted from any resident outside the specific states referenced.

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