Objective Financial Advisors, Inc: Individual Services

Objective Advisors Group, Inc.

6825 Algonquin Avenue

Bethesda, MD 20817-4813

Phone: 301-320-6182

Email: admin@objectiveadvisors.com

To contact us:

Our Services: Individual Services

— Financial Planning

Specializing in Fee-Only Wealth Management and Consulting

At Objective Financial Advisors, Inc. our Personal Financial Planning services are second to none. Your highly qualified Objective Financial Advisors, Inc. professional will help you to navigate through the many complex financial planning issues that you face on an ongoing basis.

The following is just a sampling of some of the services that we can either provide or advise you on:

· Cash Flow Modeling and Projections

· Insurance and Risk Management Planning (life, health, disability and long-term care)

· Insurance Policy Analysis and Review

· Job or Career Transition Planning (compensation and benefits planning and negotiation)

· Retirement Planning (Pre and Post event)

· Philanthropic Planning (current and future gifts, outright gifts, charitable trusts, private foundations, annuities, charitable gift funds, etc.)

· Business Succession Planning

· Employee Benefit Plan Optimization Planning (stock options, restricted stock plans, qualified and nonqualified retirement plans, executive compensation packages)

· Estate and Wealth Transfer Planning (Wills, trusts [revocable and irrevocable], powers of attorney, advanced directives, generation skipping transfer trusts, life insurance trusts, qualified personal resident trusts, grantor retained annuity trusts, defective grantor trusts, family partnerships, etc.)

We welcome the opportunity to serve all of your financial planning needs.