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Questions to Consider When Buying a Vacation Home

Doing your research is key before buying a vacation home.
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Behavioral Finance

An amusing and whimsical look at behavioral finance best practices for investors.
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Working Together

We serve our clients during the financial planning process with deep and meaningful relationships that last for generations.

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Finances That Work

We serve our clients during the financial planning process with deep and meaningful relationships that last for generations.

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Overview

Our Process

Investments

Insurance

Charitable Giving

Retirement Planning

Your Finances

Asset Allocation

Barbara Schaper

Barbara Schaper

Office Manager

(410) 321-8808

(410) 321-0291

Cindy Cowman

Cindy Cowman

Registered Sales Assistant

(410) 321-8808

(410) 321-0291

George Llanio

George Llanio

Chief Happiness Officer

Luna Llanio

Luna Llanio

Chief Canine Office

Servando Llanio

Servando A. Llanio

President of Constellation Financial Advisors | Branch Manager of LPL Financial

(410) 321-8808

(410) 321-0291

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Take Charge of Your 401(k)

Keep up with your financial needs while avoiding common (and expensive) rollover mistakes. We put together this guide to help you potentially save thousands in taxes and fees, tips for speeding up retirement preparations, and critical mistakes to avoid.