Giving Back



Community Financial Planning Day

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We're pleased to announce the launch of our latest initiative, Community Financial Planning Day.  One day a month, generally the second or third Thursday, we'll offer complimentary financial advice to any individual or family who meets the criteria of the program.  Please review the attached brochure for more information.

We've decided to offer this service because we know there are many individuals and families who need financial advice and can't necessarily afford the services of an experienced, professional advisor at this point in their lives.  We have gained much from our profession and our community - this is a way for us to give back. 

Please contact Mehmood Nathani at or 301-385-0461 for more information.


Upcoming CFPD Dates:

  • December 14, 2017
  • January 18, 2018
  • February 15, 2018
  • March 15, 2018



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