Timing Your Retirement
This short video illustrates why knowing when to retire can be a crucial part of your strategy.
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What You Need to Know About Social Security
Every so often, you’ll hear about Social Security benefits running out. But is there truth to the fears, or is it all hype?
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Retirement Plan Detectives
A couple become Retirement Plan Detectives, searching records from old employers.
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Empower and Educate Clients and Community towards Financial Peace Through Servant Leadership Relationships.
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Years of experience have prepared us to guide you through your life transitions.
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Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

Client Centered
Our business is built on a foundation of thoughtful client relationships.

A Holistic Approach
Our business is built on a foundation of thoughtful client relationships.
Meet Brian
Brian Chrest, CPA
Graduated High school from Calvert Hall College High School in 1981. Graduated College from Loyola College of Baltimore, Maryland in 1985. Passed CPA Exam on first try and received CPA Certificate in February of 1986. Became full...
Charles L. Chrest, CPA® (In Memorial)
In Loving Memory: Fond memories and everlasting guidance to our founder and pioneer, Charles L. Chrest Jr., Certified Public Accountant (1954 to 2007)
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