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.
Helpful Content
A Fruitful Retirement: Social Security Benefit
Taking your Social Security benefits at the right time may help maximize your benefit.
Do Your Kids Know The Value of a Silver Spoon?
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
The Five Basics of Financial Literacy
How literate are you when it comes to your finances? Brush up with these five basics.
What Do Your Taxes Pay For?
Here's a breakdown of how the federal government spends your tax money.
Insurance Needs Assessment: Married With Children
When you’re married and have children, insurance needs will be different.
Changing Unhealthy Behaviors
Five phases to changing unhealthy behaviors.
Protecting Your Home Against Flood Loss
Protect yourself against the damage that your homeowners policy doesn’t cover.
A Primer on Irrevocable Life Insurance Trusts
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
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Should I Pay Off Debt or Invest?
This calculator will help determine whether you should invest funds or pay down debt.
Doubling Your Money
This calculator demonstrates the power of compound interest.
What Is My Current Net Worth?
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
What Is My Life Expectancy?
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
How Much Home Can I Afford?
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
A Look at Systematic Withdrawals
This calculator may help you estimate how long funds may last given regular withdrawals.
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Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Tax Management Strategies
Learn more about taxes, tax-favored investing, and tax strategies.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
Retirement Plan Distributions
There are a number of ways to withdraw money from a qualified retirement plan.
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Retirement Redefined
Around the country, attitudes about retirement are shifting.
What Can a Million Dollars Buy You?
$1 million in a diversified portfolio could help finance part of your retirement.
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.
The Other Sure Thing
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Should You Ever Retire?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?