Working with our Certified Financial Planner™ can help you create a financial plan that will weather all types of financial markets.  Proper investment, insurance, retirement, estate, and business planning will be crucial as your life progresses.  Everyone wishes to achieve financial independence but without a plan or road map, most cannot find their way.

We at CMA listen carefully and then assist our clients in developing an individualized approach to financial planning.  Our advisors take into consideration time constraints, client's goals, age, risk tolerance and size of the investment portfolio.

CMA offers a full range of Financial Planning services including but not limited to:

• Investments
• Insurance
• Retirement Planning
• Pensions
• Simple Plan
• 401 K
• Simplified Employee Pension Plan (SEP)
• Tax Planning
• College Planning
• Estate Planning (Business & Personal)
• Wills
• Living Wills
• Power of Attorney
• Flexible Spending Plan
• Debt Financing
• Loan Packages

The Medallion Group affiliates provide total financial services for their clients. Their affiliates are dedicated to helping clients manage risk and investments, improve cash flow, reduce or defer income taxes, and preserve capital through estate and retirement planning. The Medallion Group is headquartered in Severna Park, Maryland  and is comprised of three wholly-owned subsidiaries:

• Medallion Advisory Services LLC, a federally Registered Investment Advisor with the Securities Exchange Commission (SEC) licensed in 26 states.
  
• Medallion Investment Services, Inc., a full service broker/dealer registered in 41 states.
  
•  Medallion Insurance Services LLC, a full-service insurance agency licensed in over 20 states.

The Medallion Group is dedicated to recommending investments from a financial planning point of view.  They provide quality products, excellent services and strong ongoing product review, or due diligence.

The Medallion Group has worked conscientiously toward its goal of becoming a premier independent financial services firm since its origin in 1996 as a group of ten individuals with a vision.

Securities offered through Medallion Investment Services, Inc
Member NASD, SIPC, MSRB | 410-544-8400
Investment advice offered through The Medallion Advisory Services, LLS., a Registered Investment Advisor Wholly-owned subsidiary of TMG Holding Company.