Germantown’s Trusted Financial Advisor for Retirement

Find retirement planning and wealth preservation, tailored for Germantown’s families, professionals, and retirees. Meet locally in our Germantown office, at your home, or virtually—your convenience comes first.

Retirement Planning That Understands Germantown

Germantown is home to a vibrant, diverse population of professionals, government and military retirees, and families looking toward retirement. Whether you’re staying active at the Germantown Community Center, planning travel, or preparing to enjoy more free time, we help align your finances with your vision for retirement in Montgomery County.

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Mark Schlossenberg

CFS®, CAS®, CIS™, CSSCS

Principal, Financial Planner

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Your Retirement Questions—Answered for Germantown

  • How do I know if my savings will last here?

    We map out your spending needs, Maryland taxes, and local costs to help ensure your finances are ready for the long term.

  • When should I claim Social Security?

    Our guidance reflects your personal work history, including federal or military benefits common among Germantown retirees.

  • What investment strategy fits my goals?

    We build and manage a portfolio that adapts to market changes and fits your comfort with risk.

  • Are there special considerations for Germantown retirees?

    We help you plan for local healthcare, use community resources, and maximize your opportunities—so you can relax and enjoy retirement.

  • Do I need to come to the office for a meeting?

    We’re right here in Germantown, but also offer virtual or in-home meetings anywhere in the area for your convenience.

Retirement Planning Services for Germantown

Whether you’re nearing retirement or already there, thoughtful planning can make a significant difference. We help North Potomac families align income, investments, and healthcare decisions into one cohesive strategy.

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Social Security Planning

Maximize your benefits and coordinate with federal or military retirement income.

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Retirement Income Planning

Design a plan to turn savings into steady, dependable income that lasts.

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Investment Strategies for Retirement

Invest with confidence—our strategies focus on growth, stability, and real-world goals.

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Longevity & Healthcare Planning

Plan for long-term care, healthcare costs, and a longer, healthier retirement.

Wealth Preservation Services for Germantown

As retirement approaches, protecting your wealth becomes a priority. Our Germantown wealth preservation strategies are designed to reduce risk and protect what you’ve worked hard to build.

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Investment Management & Diversification

Benefit from a managed, diversified portfolio that’s always aligned to your objectives.

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Insurance & Risk Management

Protect your assets from life’s uncertainties with the right insurance solutions.

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Estate & Legacy Planning

Secure your wishes for your estate, legacy, and charitable giving with our coordinated planning.

Deep Roots in Germantown and Montgomery County

We serve clients throughout Germantown, Clarksburg, Montgomery Village, and along the I-270 corridor. Mark is active in the local retirement community, often sharing guidance at nearby venues like Urbana Regional Library and participating in regional events that matter to Germantown residents. Our office is a quick drive for anyone in Germantown—and we offer flexible meeting options, whether in-person, virtually, or wherever works best for your busy life.

Stay Informed and Empowered

Local Insights, Up-to-Date Guidance

Stay informed with articles and updates tailored for Germantown and Montgomery County retirees—find them on our blog.

How to Choose the Right Annuity for Your Financial Future

Finding the right annuity can feel overwhelming, especially when you're trying to build financial stability for retirement. With so many options and terms to compare, it’s normal to feel unsure...
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Roth IRA Conversion Q&A for Smarter Retirement Planning

A Roth IRA conversion can be a powerful strategy for retirement planning, especially when markets feel unpredictable. When volatility is high, many people start looking for ways to create more...
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