Broker Check

QACTV visits CIP

| March 09, 2017
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Recently, QACTV visited Chesapeake Investment Planning to learn more about our financial advisory & investment services.

QACTV
Hi there we're here with Todd and Todd's with Chesapeake Investment Planning. How are you?

Todd
Good, it's good to be here today.

QACTV
Tell me all about what you do here at Chesapeake Investment Planning.

Todd
We're an independent financial planning firm and we specialize in creating financial plans for our clients. There's many areas that we look at a few of those are asset accumulation, we do retirement planning, income planning, estate planning and risk management services where we look at life insurance, long-term care disability and Medicare supplement plans. We do a wide range of things here that's all part of the financial planning process.

QACTV
I heard everything that everyone needs, it's really very interesting because it's so much involved with the Medicare supplement plan. That's a lot involved and the estate planning is critical.

Todd
Correct, that as well as the income planning. It seems with where we are now in the economy and
income planning is more and more important as well.

QACTV
Thank you, we didn't know you had all the services so it's awesome and you're right here in Stevensville.

Todd
Right downtown.

QACTV
Megan tell us how can the public contact you.

Megan
They can contact us via phone at 443.249.3514 or visit us on our website which is www.cipadvisor.com. We also have a Facebook page so if you like and follow our Facebook page we post a couple things a week as well as any events that we have going on. So we are right here in downtown Stevensville at 310 Love Point Road. Come by and see us.

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