Home | Cedar Point Financial Services, Inc.

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.

Contact Us

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.

Learn More

Retirement

Steps to consider, to pursue the retirement you want.

Learn More

Estate

Manage your affairs during your lifetime and beyond.

Learn More

Insurance

Learn more about our insurance options.

Learn More

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.

Contact Us

Relevant Resources

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

When Heirs are Imperfect

The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.

Learn More

Budget Check Up: Tax Time Is the Right Time

Tax preparation may be the perfect time to give the household budget a check-up.

Learn More

College Savings

See how much you may need to save now to cover future college costs for your child.

Learn More

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

Have a Question?

Name

Email

Address

Question

Thank you!

Oops!

Cedar Point Financial Services, Inc.

PERSONALIZED STRATEGY

Our Services

Investment

Retirement

Estate

Insurance

We're Here For You!

Relevant Resources

When Heirs are Imperfect

Budget Check Up: Tax Time Is the Right Time

College Savings

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

Michele Torres

Lyka Cocanougher

Have a Question?