Financial Planning Services

Our services will include analysis of the following key components:

  • Retirement Planning
  • Investment Review and Management
  • Educational Funding
  • Estate Analysis
  • Business Situation Review
  • Insurance and Risk Management
  • Income Tax Reduction Strategies

Doug Rector, TSM Wealth Management, MACC and MAFM do not provide any tax and/or legal advice. You should consult with a legal and/or qualified tax professional for any tax and/or legal advice.

Securities are offered through Mid Atlantic Capital Corporation (“MACC”), a registered Broker/Dealer, Member FINRA/SIPC*. Financial advice is offered through Mid Atlantic Financial Management, Inc. (“MAFM”), a registered Investment Advisor. TSM Wealth Management is not a subsidiary or control affiliate of MACC or MAFM.

*FINRA www.finra.org * SIPC www.sipc.org
FINRA’s BrokerCheck, http://brokercheck.finra.org/


Have any questions?