We help people prepare for retirement. This is done by going through a checklist of items they will need to address to be able to retire -- social security claiming strategies, budgeting for retirement, investing in retirement, income planning, and other important factors. We offer the financial advice and financial services that you need to work towards a successful retirement. We have two Certified Financial Planners, Eric Johnston, CFP and Robert Jeter, CFP as well as Certified Public Accountant, Carol Kurtz, CPA and a fully licensed relationship manager. We also employ 5 part-time staff. We work with clients throughout the Maryland and Delaware Eastern shore with offices in Salisbury, MD and Georgetown, DE. Securities and advisory services offered through Cetera Advisors LLC, member FINRA/SIPC. Cetera is under separate ownership from any other named entity. Branch Address: 327 Tilghman Rd. Suite 100, Salisbury, Maryland 21804 Phone: 410-677-4848