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Retirement

A Look at Systematic Withdrawals
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Self-Employed Retirement Plans
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Estate

What Is My Life Expectancy?
What Is My Current Net Worth?
What's My Potential Estate Tax?

Investment

Taxable vs. Tax-Deferred Savings
How Compound Interest Works
What Is My Risk Tolerance?
What Is the Dividend Yield?
Impact of Taxes and Inflation
Saving for College
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Insurance

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Tax

Federal Income Tax
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Comparing Investments
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Tax Freedom Day
Home Mortgage Deduction

Money

What Is My Current Cash Flow?
Historical Inflation
Paying Off a Credit Card
Doubling Your Money

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Interested in a Fuel Efficient Car?
Should I Buy or Lease an Auto?
Should I Pay Off Debt or Invest?
How Much Home Can I Afford?
Can I Refinance My Mortgage?
Comparing Mortgage Terms
Bi-Weekly Payments

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MD Location

8850 Columbia 100 Parkway
Suite 403
Columbia, MD 21045
Series 7, 63, 66
tb@f1wealth.com
410-908-9293

FL Regions

South Florida
Boca, Plantation, Miami
Series 7, 63, 66
tb@f1wealth.com
954-892-6020

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Registered Representative offering securities and advisory services through Independent Financial Group, LLC (IFG), a registered broker-dealer and investment advisor. Member FINRA/SIPC. Financial 1 Wealth Management Group and IFG are unaffiliated entities. Securities licensed in MD, DE, OH, FL, CO.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information and should not be considered a solicitation for the purchase or sale of any security. Broker-Dealer Privacy Policy & FINRA BrokerCheck

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Five Star Professional, as a third-party research firm, identified pre-qualified award candidates based on industry data and contacted all identified broker dealers, Registered Investment Advisor firms and FINRA-registered representatives to gather wealth manager nominations. Self-nominations are not accepted. Award candidates are then evaluated against 10 objective eligibility and evaluation criteria associated with wealth managers who provide quality services to their clients such as client retention rates, client assets administered, firm review and a favorable regulatory and complaint history. Five Star Professional determines the final list of Five Star Wealth Managers.

• Five Star Wealth Managers do not pay a fee to be included in the research or the final list of Five Star Wealth Managers.

• The Five Star award is not indicative of the wealth managers’ future performance. Working with a Five Star Wealth Manager, or any wealth manager, is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by Five Star Professional in the future.

• The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional or the magazine.

• The award methodology does not evaluate the quality of services provided.

For more information on the Five Star award and the research/selection methodology, go to fivestarprofessional.com.

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