| Investment
Services
Darrell E. Kingsland is a financial planning firm
registered as an investment advisor with the State of Maryland. I
offer investment planning services only to residents of Maryland.
I am a fee-only financial planner. I
charge for my services by the hour and do not accept commissions or any
other form of compensation from providers of financial
products.
I am completely independent of any
brokerage or insurance firms. I advise clients on portfolio
construction and implementation. Clients are not required to use any
specific brokerage firms.
Investment
Services
- Analysis of goals and risk tolerance
- Development of investment policies
- Asset allocation strategies
- Portfolio design, monitoring and review
- Advice on specific investments
- Tax planning strategies for investments
If you are looking for unbiased advice on your
investment portfolio, why not contact me to discuss your personal
situation?
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