Financial Planning

Are you prepared for retirement, do you know how much you can spend while minimizing the risk of outliving your assets?

Do you have a plan for how you are going to finance your children’s college education?

Do you know how your spending compares to your income?

Do you know what type of return you need to meet your retirement goals?

When it comes to one’s financial health, there are so many questions to be answered. To be successful in wealth management, it is essential to understand not only where one stands financially but also how to continue and grow one’s lifestyle. For answers to these many tough questions, the Maryland wealth management team at the XML Financial Group is here to help you!

Some examples of areas of financial health the XML Financial Group addresses through planning include:

  • Assess financial condition and needs
  • Identity retirement financial goals
  • Assist with estate planning
  • Prepare plan to meet future financial needs
  • Offer tax strategies in relation to financial plan and monitor government tax and regulation changes, evaluating impact on individual financial status
  • Evaluate financial statements and project earnings
  • Search for ways to better manage cash flows
  • Complete risk analysis


The LPL Financial registered representatives associated with this site may only discuss and/or transact securities business
with residents to the following states:

Securities and Advisory services offered through LPL Financial, A Registered Investment Advisor |Member FINRA | SIPC