Frederick Advisors
David Latch, FSS®
Investment Adviser
301-662-6126
david@frederickadvisors.com

What Makes Us Different?

What does Your Financial Readiness Plan look like?

My Passion is working with people who are either planning for or have recently retired and serve as the trustworthy adviser they know they can rely on!  While everyone is different, those I meet with generally have 3 main concerns:

1.  When will we be able to comfortably retire?

2.  How can we be sure my savings will last as long as we need?

3.  How can we protect ourselves and our families from the unknown?

To address these concerns, I create Financial Readiness PlansTM for my clients. These plans incorporate strategies of income planning, strategic investment allocation and contingency planning.

My clients are comforted knowing their hard earned life savings are in the hands of a team of professionals with over 40 years of investment and insurance experience. 

Call me today at (301) 662-6126 or email Info@FrederickAdvisors.com to learn more about the range of financial products and services offered.

 

Frederick Advisors is proud to be a member of these outstanding organizations:

American Legion
 
National Ethics Association

Financial Planning Association

Veteran Owned Business Association

 

 

 

 

  

 

 

 

 
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Investment Advisers Representative of Royal Fund Management, LLC. 

Registered to offer investment and advisory services in Maryland, Ohio, Pennsylvania, Virginia and West Virginia.



This communication is strictly intended for individuals residing in the state(s) of DC, MD, OH, PA, VA and WV. No offers may be made or accepted from any resident outside the specific states referenced.