Chesapeake Financial Planners
No reviews yet
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Forest Hill, MD & Online
Services offered
Personal Financial Planning
Financial Services - Comprehensive Financial Planning
1 hr 30 mins
A full financial planning service including budgeting, savings, investments, insurance, and retirement strategy.
$3,500
Financial Services - Free Consultation
30 mins
Schedule a free consultation to discuss your financial goals and determine which planning services best suit your needs.
Free
About
Chesapeake Financial Planners is a fee-based financial planning firm in Forest Hill, Maryland, founded by Jeff Judge, CFP® and Mark Rossbach CPA. Serving Harford County and the greater Baltimore metro, the firm specializes in retirement planning, business-exit and succession planning, equity compensation strategy, tax-aware investing, and estate coordination for executives, business owners, and families in transition. Jeff is a CERTIFIED FINANCIAL PLANNER™ professional, an NAEPC-affiliated estate planning practitioner (#168219), and delivers every engagement through the proprietary R.U.D.D.E.R. Method™ — a structured six-step process for aligning wealth with life goals
Specialties
Comfort with finances
Customers who are very comfortable with finances, Customers who are somewhat comfortable with finances, Customers who are not comfortable with finances
Career stage
Mid-level, Senior-level / management, Executive, Approaching retirement, Already retired
Annual income
$150,000 - $250,000, Greater than $250,000
Service type
General financial planning, Retirement planning, Life insurance review, Investment review, Tax planning, College planning, Trusts or estate planning, Annuities, Mutual funds, Home purchase
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