We think of our clients as an extension of our family...
My Philosophy when working with our clients:
I live by the "Golden Rule" and model that same ideal when working with all of my clients.
I have utilized my teaching skills as a springboard to better enable my clients to make educated, informed decisions about their financial goals, objectives, and portfolios for managing their wealth.
Chesapeake Financial Strategies - At a Glance
As a Financial Advisor and Wealth Manager, Donald (Don) L. Moore, CLU®, ChFC® and his team at Chesapeake Financial Strategies, LLC have been advising clients in Financial Planning, Retirement Planning, and Wealth Management areas for over forty years. By utilizing progressive resources, independent investment advice and research, clients receive a customized approach of support to help achieve their planning and management objectives. To add to the client experience, our style is backed up with exemplary customer service and personalized attention.
Though the office is located at 7501 Greenway Center Drive, Suite 420 Greenbelt, MD 20770, we work with clients all over the United States and oversees. Most of our clients live within the Mid-Atlantic Corridor, serving MD, VA, DC, DE, NJ, PA, and WV.
The Good Ship IPO
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
Making Sense Of A Home Warranty
Understanding the value of a home warranty.
Succeeding at Business Succession
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
There have been a number of changes to Social Security that may affect you, especially if you are nearing retirement.
Healthy habits are one of the greatest gifts to give your child.
Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
Bonds may outperform stocks one year only to have stocks rebound the next.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Estimate your monthly and annual income from various IRA types.
Assess how many days you'll work to pay your federal tax liability.
Assess whether you are running “in the black” or “in the red” each month.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator can help you estimate how much you may need to save for retirement.
There are some smart strategies that may help you pursue your investment objectives
Learn more about taxes, tax-favored investing, and tax strategies.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The importance of life insurance, how it works, and how much coverage you need.
There are some key concepts to understand when investing for retirement
A presentation about managing money: using it, saving it, and even getting credit.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Even low inflation rates can pose a threat to investment returns.
A special needs trust helps care for a special needs child when you’re gone.
How do the markets usually react to elections? Was the 2016 election any different?
Making the most of surprises is a great reason to work with us.