D'souza Financial Strategies

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Financial Services, Annuities & Retirement Insurance Plans, Financial Planners

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(301) 694-3436Call Visit WebsiteVisit Website Map & DirectionsDirections120 W Church StFrederick, MD 21701 Write a ReviewWrite Review

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BBB Rating: A+
BBB Rating and Accreditation information may be delayed up to a week.
Neighborhood: Downtown Frederick
Other Link: http://www.dfinancialstrategies.com
Categories: Financial Services, Annuities & Retirement Insurance Plans, Financial Planners, Financial Planning Consultants, Investment Advisory Service, Investment Management, Mutual Funds, Retirement Planning Services, Tax Return Preparation

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Phone: (301) 694-3436

Address: 120 W Church St, Frederick, MD 21701

Website: http://www.dfinancialstrategies.com

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D'souza Financial Strategies

Tax Planning
Tax Services
Roth IRA
Income Tax

Investment Management
Experience: D’Souza Financial Strategies is a full service financial services firm, and Anneliese delivers an integrated financial planning and investment management approach. Anneliese takes a holistic view of a client’s financial and non-financial priorities.
Mutual Funds
Based on your time horizon, risk tolerance, and goals, Anneliese will recommend an appropriate investment. These are generally fixed income products, REITS, annuities, and or mutual funds. These are commissioned products and do not involve a fee.

Accounting Services

Financial Planning
Anneliese specializes in financial planning for women in transition, and also serves individuals, families, small- and mid- sized businesses and professional practices.
Retirement Planning
Your plan should evolve as you pass through life's different stages. Goals may change from educating children to retirement planning, downsizing your home, or making other changes to your estate. Updating the plan can keep you abreast of new strategies and is usually accomplished at a lower cost.
Annuities
Long Term Care
Long-term care can be very expensive. Many Americans are surprised to learn that Medicare and most health insurance plans, including Medigap policies (Medicare supplemental insurance), do not cover long-term care. The best way to pay for long-term care depends on personal finances and family circumstances. Deciding to buy a long-term care insurance policy is an important decision. These policies can help pay for many types of long-term care, but these are not for everyone. Anneliese will help you to compare the costs and benefits of policies from different insurance companies and put a plan in place now to help preserve both your savings and your peace of mind.
Asset Management
This is a fee based program that uses partnerships with highly skilled investment professionals who are committed to a thorough and disciplined investment process. A diversified set of asset portfolios is offered so as to meet clients' needs and goals. As part of the investment process Anneliese will analyze your current financial situation, recommend an investment strategy using a strategic or tactical approach, monitor portfolio performance, ensure regular rebalancing of the portfolio, review periodically your financial goals and recommend changes if warranted. She will meet with you annually, or communicate with you periodically based on mutual agreement. During these meetings she will show you the return of your portfolio as a whole, and the return of each individual investment. Anneliese will explain the strategy and discuss the results. She will let you know what changes are being contemplated and the reasons.

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