We’re Here for You Throughout the Year

Client Service Calendar

Service Calendar – We stay connected all year long. Here’s what to expect from us during the year. We typically contact you to schedule conversations about these issues and may sometimes cover them all in one or two meetings – not an exact science for sure. You are always welcome to schedule a time to meet with us to discuss any concerns or issues.

January – March

Tax Summary Letter and 1099s sent Retirement Plan Contribution Review

April – June

Tax Return Review and Analysis
Spring Review Meetings
Beneficiary Reviews

July – September

Insurance Review
Estate Planning Documents Review

October – December

End of Year Tax Planning Opportunities
Fall Review Meetings
Retirement Account Distribution Planning and Analysis (RMDs, Charitable Distributions, etc)

Click Here To Download Our Service Calendar

Learn more about how we serve our clients

Ready to get started?

See our calendar and schedule a phone call that fits into your day.

There is no cost for an initial phone call

Schedule a Call
Facebook X-twitter Linkedin Youtube

The financial consultants of Maryland Financial Advocates are Registered Representatives and Investment Adviser Representatives with securities and investment advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA / SIPC. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: MD, VA, PA, FL, DE, WA, TX, GA, MA, NC, OR, WV.

LPL Financial Form CRS

Copyright © 2025 Maryland Financial Advocates. All Rights Reserved.

Get Our Newsletter