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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.
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  • Playing Catch-Up with Your 401(k) or IRA
    A recent survey of baby boomers (ages 53 to 69) found that just 24% were confident they would have enough money to last throughout retirement. Forty-five percent had no
  • The Giving Season: Six Tips for Making Smart and Effective Charitable Donations This Holiday Season
    The holidays are a popular time for charitable donations. With so many charities to choose from, it's more important than ever to ensure
  • What It Means to Be a Financial Caregiver for Your Parents
    If you are the adult child of aging parents, you may find yourself in the position of someday having to assist them with handling their finances.
  • What should I evaluate when considering a new job offer?
    Today, few people stay with one employer until retirement. Instead, it's likely that at some point during your career, you'll be searching for a new
  • I received a new job offer but the salary is low. Should I make a counteroffer?
    Probably. Getting paid less than you should when starting a new job can affect not only your current paycheck but also your long-term
    
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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.

This message may contain confidential information and is intended for use only by the addressee(s) named on this transmission. 

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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