FINANCIAL

Comprehensive Financial Planning

At our Owings Mills, MD, location, financial planning is a pivotal step toward personal and financial success. Our approach is crafted to be inclusive and straightforward, establishing a robust foundation for you to make well-informed choices that resonate with your personal and financial aspirations. No matter where you are in your financial journey—whether you're just starting or seeking to enhance your current financial strategies—we are here to provide customized solutions that comprehensively cover all aspects of your financial life. Let us assist you in transforming your goals into achievable results. For more information or to get started, contact Micah Akenzuah, LLC at 443-929-5408.

Financial Planning Process

Our financial planning process is a thorough yet simple way for you to take the first step toward reaching your financial goals. Throughout our process, we can help develop customized financial strategies to turn your goals into reality. We identify the values and beliefs most important to you and your family. We establish a clear set of short and long-term financial goals based on your values and beliefs. Together with your tax, legal, and other professional advisors, we compare financial alternatives and develop recommendations to achieve your financial goals. A well-rounded financial plan examines your financial picture: your current financial position, risk management, investment planning, retirement planning, tax planning, and estate planning. Your most valuable asset is time. The sooner you plan for your financial future, the better your chances of achieving your goals.

Some of our financial services include the following but not limited to:

  • ANNUITIES
  • ASSET PROTECTION
  • ESTATE PLANNING
  • FIXED INDEXED ANNUITIES
  • GUARANTEED INCOME
  • IRA & 401(K) ASSETS AND PLANNING
  • IRA, 401(K) AND 403(B) ROLLOVERS
  • LIFETIME INCOME PLANNING
  • RETIREMENT INCOME PLANNING
  • SAFE MONEY OPTIONS
  • SOCIAL SECURITY
  • TAX ADVISORY
  • TAX PLANNING

Call the Financial Expert Today

Reach us today at 443-929-5408 to get started.

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