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Make sure your financial risk tolerance, wants and needs are specifically addressed.

Investment & Insurance Planning

Professional Wealth Management and Retirement Income Strategies

Wealth management has many facets and may impact people&rsquWealth management has many facets and may impact people’s assets differently. When it comes to wealth management, one main focus is making sure that the client’s financial risk tolerance, wants and needs are specifically addressed.

Each client’s situation is unique, making it important for Murray Financial Group & The Retirement Planning Center of Maryland to develop effective communications and a strong relationship with each client. Combining this communication with top-notch tools and technology allows us to create solid financial portfolios for each one of our clients.

Some of our wealth management, investment planning, and retirement income services include:

  • Asset management and re-balancing
  • Asset protection
  • Insurance and annuities
  • Risk management reviews
  • Access to some of the largest, most respected financial strategists (Goldman Sachs, J.P. Morgan, and Litman/Gregory)
  • Assistance to and working with your accountants and attorneys
  • Current and ongoing communication regarding your assets, the markets and due diligence

Please contact us to find out more about these and other financial planning services available at Murray Financial Group & The Retirement Planning Center of Maryland, or to arrange your complimentary asset review.

By contacting us you may receive information on insurance and investment products for purchase.

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Murray Financial Group & The Retirement Planning Center of Maryland Privacy Policy. Terms & Conditions.
*Insurance and annuity product guarantees provided by insurance products are backed by the claims paying ability of the issuing carrier.
Investing involves risk, including the loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values.