Document Roadmap

At Truist, our purpose is to inspire and build better lives and communities. That happens through real care to make things better. To meet client needs, to empower teammates, and to lift up communities.

Affordable Accounting, based in historic downtown Annapolis, MD, is dedicated to providing economical accounting services alongside exceptional customer service. With over 22 years of tax and accounting experience, they cater to a diverse clientele, from individuals to large corporations, ensuring personalized assistance for all accounting needs. The firm offers a wide range of services, including individual and corporate tax preparation, financial statements, and QuickBooks support, all backed by flexible payment options. Customers appreciate the friendly, jargon-free approach and the ease of service, highlighted by curbside drop-off and pick-up options for convenience. Generated from the website

As a First Command Financial Advisor, I am committed to helping clients consistently make the smart, informed financial decisions that are essential to the pursuit of long-term financial security. I chose this profession because I believe it gives me the opportunity to make a real difference in the lives of the people I work with.Experience has taught me that the biggest obstacle to financial security for most people is their own behavior. That's why I seek to form trusting, long term relationships with clients, serving as their personal financial coach by:1.Helping them set specific and meaningful goals that are aligned with their values2.Providing them with a comprehensive, personalized plan for effectively pursuing their goals3.Encouraging and motivating them to adopt and consistently practice the productive financial behaviors necessary to successfully execute their plan4.Making strategic adjustments in their plan as their circumstances and goals evolve over timeI don't believe in shortcuts to financial security. I advocate time-tested financial principles including prudent and responsible debt management, disciplined saving and investing and a thoughtful insurance strategy for managing financial risk. And as an Investment Advisor Representative (IAR), I am held to a fiduciary standard, required in all cases to act in the clients' best interests.About First CommandFirst Command was founded in 1958 by a retired Air Force officer intent on improving the financial well-being of service members and their families. Today, more than 500 First Command Financial Advisors across the country and abroad are committed to fulfilling the company's Mission of "Coaching those who serve in their pursuit of financial security".