Advice only financial planning

An advice-only financial planner is someone who provides only financial planning services. They may provide general guidance on how to manage your investments, such as helping you assess your risk, but they do not implement investment recommendations on the client's behalf.

An advice-only financial planner: Does not manage assets | Does not have discretion over client assets | Does not manage AUM | Does not charge a fee for managing assets | Does not implement investment recommendations on the client’s behalf | Provides financial planning services only

Potential Problem: Lack of confidence in financial future or future financial security.
Solution We offer: We can review your current financial plan or prepare a new financial plan to bring more clarity and confidence in your financial future.

 Potential Problem: You may not know that you can do more with your money than you thought possible.
 Solution We Offer: We can provide analysis of various financial scenarios and bring more choices and clarity.

 
 Potential Problem: You may not know how much to save and what is the most effective way to save for retirement, kids college, house, vacation, etc.
 Solution We Offer: We can provide analysis of various financial scenarios and bring more choices and clarity.



Anvar M Izbakiev is a CERTIFIED FINANCIAL PLANNER™ with diversified tax experience. He has earned his CPF® designation and marks as of December 2018.

Additionally, Anvar is a licensed CPA professional with over 10 years of tax experience. He owns separate accounting & tax practice located in Pikesville, Maryland.

Technology and TAMPs

We use the latest technology to manage your assets