Helping our clients make smart choices about their money.

Helping our clients make smart choices about their money.

Helping our clients make smart choices about their money.

Our Services

Wealth Management

You have meaningful goals. We can prepare a compressive financial plan, monitor it and deliver those services and solutions that help build, preserve and manage wealth.

Trust and Estate Planning

Create an enduring legacy that passes on your values as well as your assets.

Income Tax Planning

Understanding and relating the role that taxes play in your over-all finances and plan so that you can make the most of your savings.

Insurance

Work in tandem with your overall financial plan to protecting what you have accumulated and earned and to protect your loved ones financial future in the event of the unexpected.

About Me

Steve Olah CPA/PFS, CFP
steve@towsonfinancialadvisors.com

Articles

When most people think about life insurance, it is something to be purchased when we’re young with financial responsibilities and dependents to protect. Any discussion about purchasing life insurance after we retire is often met with strong opinions as to whether or not it makes any financial sense. After all, the cost of life insurance increases significantly over the age of 65.

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