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Our Services

Our objective is to meet and exceed our clients' expectations.

Chesapeake Financial Strategies offers exemplary client service with a personal touch to assist clients in achieving their wealth management goals.

Our team utilizes progressive resources and planning tools. They provide independent research and advice, while offering personal, customized plans.

Since our clients' dreams and wishes change over time, we try to take the guesswork out of accumulating, managing, and disseminating our clients' wealth management needs.

Services for the INDIVIDUAL

  • Basic and Comprehensive Financial Planning
  • Retirement Planning
  • Life Planning
  • Risk and Insurance Planning
  • Long Term Care Planning
  • Estate Analysis and Conservation
  • Multi-generational Legacy Planning
  • Special Needs Planning*
  • Disability protection*


  • Financial Business Planning
  • Key-Person Insurance
  • Risk and Insurance Planning
  • Pension and Profit Sharing Plans
  • Deferred Compensation
  • Split-Dollar Planning
  • Business Succession Planning
  • Buy-Out Funding
  • Estate Planning Strategies

Services for the PROFESSIONAL

  • Comprehensive Financial Planning
  • Tax Planning
  • Retirement Planning
  • Wealth Transfer Planning
  • Estate Planning
  • Risk and Insurance Planning
  • Pension Planning (IRAs, Self-Employment, Corporate)

*We have developed a "Professional Network" at Chesapeake Financial Strategies. Our network consists of several professionals in a variety of disciplines.*

Our planning and product portfolios have been specifically chosen and designed to help meet as many of your wealth management needs as possible. By aligning with experts in other fields such as accounting, law, real estate, and other complementary fields, we as a larger team, can assist you in all areas that affect you.

Our goal is to assist you with a solution through our offerings and network of professionals.

We look forward to serving you at Chesapeake Financial Strategies by developing, charting, and continuously tracking your course designed for a successful financial future.