JHFCU is focused on the overall financial health of our members. While we have a wide array of our own services that can help members with their savings and borrowing needs, there are some needs outside our core products and for those we turn to trusted partners. JHFCU has partnered with Baltimore-Washington Financial Advisors (BWFA) to provide members with access to financial planning and investment advice.
As a special benefit for JHFCU members, Baltimore–Washington Financial Advisors (BWFA) will provide you with a FREE initial consultation, retirement analysis, and portfolio review. Additionally BWFA will offer JHFCU members discounted financial planning fees.
BWFA provides integrated investment management, retirement and estate planning, tax services, and business services, offering its clients a comprehensive approach to wealth management. BWFA works with individuals, families and businesses in a comfortable fee-only setting free of commissions and undisclosed conflicts of interest. As a fiduciary, BWFA always puts the interests of its clients first. They are a nationally recognized wealth management firm based in Columbia, Maryland, providing objective and unbiased financial advice throughout the Mid-Atlantic and beyond for over 30 years.
- Investment Management
- Financial Planning/Counseling
- Retirement Planning/Counseling
- Tax Services
- Business Services
BWFA can provide recommendations on: retirement projections and scenarios, cash flow and debt management, investments, investment allocation, social security, and pensions, education saving, tax planning and strategies, insurance, and estate planning.
For more information or to schedule your no-cost, no obligation consultation, visit bwfa.com, call 410-461-3900, or email firstname.lastname@example.org.