SEC CRD #801-51360
Retirement Planning & Navigation | Financial Council --> --> --> --> --> --> --> 410.821.9200 info@financialcouncil.com Preparing For More Than Retirement Planning For a Life Well-Lived Plan Well. Retire Well. Live Well. ℠ Confidence Transparency and honesty are the foundation of investing with a lifelong planning partner. Our team exemplifies both. Simplification With a deep focus on education, we bring complex planning down to the basics, so you can concentrate on what matters most. Empowerment We seek to ensure each client in our care feels knowledgeable and uplifted as they contemplate and navigate their future. What We Do Holistic Planning Beyond the Numbers Here at Financial Council, what matters to you, matters to us. What you are passionate about, we are passionate about. What you desire out of life, we work tirelessly to help you achieve. When you celebrate a milestone, we are there cheering you on and celebrating right along with you. When you experience a hardship, we lend support, knowledge, and empathy. At the end of the day, when you partner with Financial Council, you aren t simply hiring a retirement planner - but a supportive partner that is equipped to guide you through the joys and trials of life. Our Planning Approach + THIS IS NOT SHOWN ON THE SITE Who We Serve Providing Guidance For You Your Family Contact Us + Academic and Medical Professionals Comprehensive planning for mission-driven professionals who value thorough and dependable counsel throughout t
JODI GREENLUND
CHIEF OPERATING OFFICER
📞 (410) 821-9200
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AUM
$1.3B
Location
TOWSON, MD
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