Welcome, I’m Chris Holcomb. Our office is located in Elkridge, Maryland. I hold the following designations: Certified Financial Planner (TM) and Chartered Retirement Plans Specialist (SM). I am also a graduate of Liberty University and a member of The Church at Severn Run.
We understand that individuals and business owners face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether you are investing for retirement, college savings or estate planning, our personalized financial planning service focuses on your needs, wants, and financial goals and objectives.
Our professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life, please call (410) 975-8387.
Strong families are the building blocks of our society. Whether it's investments, retirement, college or life insurance, we can help you prioritize your needs and manage a financial plan that focuses on your goals.
These employees have some unique benefit combinations available to them. Most of these retirement plans will feature pension payments, Thrift Savings Plan funds and Social Security payments. Understanding the best way to manage these benefits is critical to maximizing your retirement income.
As a business owner, you assume a lot of risk, but you should not risk creating your own financial plan. Focus on your business and delegate your retirement and life insurance needs to Heritage Financial Advisors.
Single, divorcing and recently widowed women each have unique financial planning needs. Whether you need a retirement, life insurance or long term care plan, we can help you navigate all the options.
If you are wanting to invest according to your Christian values, then we have a solution for you. Our Faith Based fund models allow you to invest in companies that most accurately reflect your moral principles.
We are also huge fans. Chris has attended both the "Financial Peace University" and "The Legacy Journey" classes. He has also read the following books: "Financial Peace Revisted", "The Total Money Makover", "The Legacy Journey" and "Retire Inspired".