I Can Help You Reach Your Goals
 

Why Choose Me?

I have over 20 years experience as a CPA and as a Financial Executive at Sallie Mae, the country's largest Higher Education lender. I consider myself an expert on Higher Education planning, and I have a great deal of experience in dealing with the financial aspects of individuals and families affected by disabling diseases. Further, I have also earned the Personal Financial Specialist (PFS) designation, which recognizes CPA's who have considerable professional experience in Personal Financial Services.

Let me make this extensive expertise work for YOU. And you will be working with ME, the owner of this independent company, not an associate, not an inexperienced kid, not a sales quota/commission driven corporate middleman. Further, my practice is independent and thus recommendations I make, or advice I give, is mine alone.

Think About It:

My experience has revealed two major points:

 - Even smart people neglect important aspects of their finances,
 - It is nearly impossible to objectively analyze your own situation,

Especially now, in this atmosphere of hidden motives and conflicts of interest, my independent affiliation affords me the objectivity to recommend what is right for YOUR needs.

My focus is on people who expect a higher level of integrity and service. People who are careful and quality conscious in many aspects of their lives, and expect the same standard from all their service professionals. And I have noticed that these folks are found at all ages and income levels.

Call me to set up an initial consultation, or click below to contact me by E-mail or to find out more about my practice and services!

Send me an E-Mail Now!


Click Here to Learn Even More About Me!

 
My Financial Services Practice:

Complementing the full range of personal financial services, I also offer the following to clients in MD, VA, and DC:

* Retirement and Estate Planning

* College Planning

* General Financial and Business Consulting

My Office


110 N. Washington St. Suite 328

Rockville, MD 20850

Phone: 301 - 762 -6657

Fax: 301 - 762 - 3655

E-Mail: BMPrlmn@BMPlanner.net