Financial Planning

Your big plans for the future require smart savings strategies today. Make an appointment with our Certified Financial Planner (CFP) at any of our branches to discuss where you stand today and where you want to be later. Financial planning services are offered through and supervised by Cabot Lodge Securities, LLC and CL Wealth Management, LLC, member NASD/SIPC and registered investment advisor, on a fee or commission basis.

Investment advisors for members in Delaware, Maryland and beyond

Are you planning for retirement? Saving for your children's education? Protecting your estate and heirs from excessive taxes? Whatever you want to accomplish, our Planning services will help you get there with a strategy that prioritizes your needs and risk tolerance.

It all starts with us taking the time to listen to you. Then, we work closely with you to create a long-term investment plan that can be adjusted at any time to address changes in your life. We want to be your partner when it comes to reaching your major financial objectives.

Planning Services

  • Stocks
  • Bonds
  • Mutual funds
  • Asset allocation
  • Professionally managed portfolios
  • Estate planning
  • Retirement accounts
  • Annuities

Securities and Variable Insurance Products offered through Cabot Lodge Securities, LLC and Investment Advisory Services offered through CL Wealth Management, LLC, member NASD/SIPC and registered investment advisor.

Securities offered by Cabot Lodge Securities are not federally insured, are not deposits or obligations of, nor guaranteed by Tidemark Federal Credit Union. Securities are subject to investment risks including possible loss of the principal invested. Cabot Lodge Securities is not affiliated with Tidemark Federal Credit Union.