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 cutting-edge 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 unique 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.
And the Executor Is
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
The Rule of 72
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Interest Rates: How Low Can They Go?
The question used to be how low can interest rates go. Now it's how long can rates remain at their historic low levels?
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.
Being healthy not only makes you feel good, it may also help you financially.
One of the most common questions people ask about Social Security is when they should start taking benefits.
Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.
Estimate the total cost in today's dollars of various mortgage alternatives.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator can help determine whether it makes sense to refinance your mortgage.
Estimate your monthly and annual income from various IRA types.
The chances of needing long-term care, its cost, and strategies for covering that cost.
The importance of life insurance, how it works, and how much coverage you need.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
Here are 3 steps to take right now that may make a difference if you find yourself suddenly single.
What does your home really cost?
Estate conservation is too important to put off. Do you have a smart exit strategy?
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Three things to consider before dipping into retirement savings to pay for college.
Despite recent tax-law changes, many Americans are expected to pay the AMT this year.