Retirement Planning
Closed
11300 Rockville Pike
Rockville, MD 20852
Retirement Planning Specialists Inc. is a dedicated firm based in Rockville, MD, focused on providing personalized investment management and strategic wealth planning tailored to individual client needs. Their approach emphasizes understanding clients' goals to develop comprehensive plans that ensure financial security both now and in the future.
The team, led by managing partners Chad M. Smith and Chris Patterson, offers a range of services including retirement planning, financial planning, insurance planning, and estate planning. They prioritize delivering trusted advisory services to individuals and families, aiming to create lasting legacies and secure financial futures.
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