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.
Does Your Child Need to File an Income Tax Return?
When your child has income, there’s a good chance that he or she will need to report it and pay taxes.
A Living Trust Primer
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
The Other Sure Thing
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
Many Americans are operating their personal finances with only the barest minimum of knowledge.
Lifestyle considerations in creating your retirement portfolio.
A change in your mindset during retirement may drive changes to your portfolio.
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
Bitcoin has emerged as a digital currency that exists virtually, making it different in fundamental ways.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator helps estimate your federal estate tax liability.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Estimate your monthly and annual income from various IRA types.
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
Principles that can help create a portfolio designed to pursue investment goals.
A presentation about managing money: using it, saving it, and even getting credit.
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 will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Despite recent tax-law changes, many Americans are expected to pay the AMT this year.
Have you explored all of your choices when it comes to managing your taxable income?
$1 million in a diversified portfolio could help finance part of your retirement.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.