Planning Needs
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    Rockville, MD 20852
  • 301-230-0076 Ext. 13
  • charles@planningneeds.com
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Secure a Better Future &
a Stronger Bottom Line

Set Your Goals. Protect Your Future.

Uncover and address key issues and Develop specific strategies and solutions for your unique personal & business needs that will help you Achieve your goals now and moving forward.

Get Smart Solutions and Expert Advice that Matches Your Unique Vision.

Personal Financial Planning

Business Financial Planning

United Health One
CareFirst

Why Choose Us

  • Carefully Crafted Goals
  • Responsible Planning
  • Written Plans
  • Expert Strategy & Direction

 

What We Offer

  • BUSINESS Financial Planning
  • Pension Plans
  • Group Insurance
  • Key Person Coverage
  • Executive Bonus
  • Buy-Sell Agreement
  • Salary Continuation
  • Estate Planning
  • PERSONAL Financial Planning
  • Family Protection
  • Health Insurance
  • Disability Income
  • Long Term Care
  • Health Savings Account
  • Retirement Planning
  • College Planning

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