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PERSONALIZED STRATEGY

Financial strategizing today is crucial and can be complex. That’s why our members rely on our valued advisors to guide them through it. Professional expertise and experience backed by a wide array of products can give you solid financial options for both your immediate and future needs. Meet with a valued advisor today.

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Our Services

While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions. Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial program utilizing the products and services below.

Investment

Create an investment strategy that's right for you.

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Retirement

Steps to consider, to pursue the retirement you want.

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Estate

Manage your affairs during your lifetime and beyond.

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Insurance

Learn more about our insurance options.

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We're Here For You!

Reach out to a trusted advisor right here in Southern Maryland. Whether you’re planning for your future or your future is already here, we can help you strategize and take action.

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Relevant Resources

Curated articles, videos and more to help you become financially independent.

The Power of Interest - How Long Will it take My Money to Do

Use the Rule of 72 to estimate how long it takes your money to double at a given rate.

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Retirement Strategy After a Job Loss

Job loss can shake both finances and confidence, reassessing your retirement strategy is key to moving forward with clarity.

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Medicare Advantage 101

Overview of Medicare Advantage, what’s in them, special rules, and more.

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8 Timeless Principles of Investing

Financial planning doesn't have to be overwhelming. Download this guide to get some bite-sized pieces of timeless financial advice.

OUR TEAM

"Most people don’t plan to fail, they fail to plan."

- John Beckley

"Planning is bringing the future into the present so that you can do something about it today."

-Alan Lakein

"Financial Planning is available to all those who learn about it and work for it."

- Rober Kiyosaki

"Start by doing what is necessary; then what is possible; and suddenly you are doing the impossible."

- Francis of Assisi

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Cedar Point Financial Services, Inc.

PERSONALIZED STRATEGY

Our Services

Investment

Retirement

Estate

Insurance

We're Here For You!

Relevant Resources

The Power of Interest - How Long Will it take My Money to Do

Retirement Strategy After a Job Loss

Medicare Advantage 101

8 Timeless Principles of Investing

OUR TEAM

"Most people don’t plan to fail, they fail to plan."

"Planning is bringing the future into the present so that you can do something about it today."

"Financial Planning is available to all those who learn about it and work for it."

"Start by doing what is necessary; then what is possible; and suddenly you are doing the impossible."

Colleen Blundell

David Cassard

Sara Wolf

Lyka Cocanougher

Julia Jones

Have a Question?