ALWAYS WORKING TO SERVE YOU

Born in Baltimore, Maryland, Mary Lou moved to Anne Arundel County where she has been a lifelong resident. After graduating from Lansdowne Senior High, she continued her education at Penn State University.

Coming from a family of police officers, firefighters and military personnel, Mary Lou has learned the meaning of trust and protection. It’s important to her to give clients the peace of mind they deserve and educating them on ways to protect themselves and their families. Mary Lou uses her unique financial planning abilities to inform residents about ways to secure their retirement and protect their investments.

Mary Lou enjoys spending time with her family and friends, reading, traveling and helping others. She is an advocate for Susan G. Komen for the Cure and supports the American Cancer Society.

Looking at the overall picture of retirement can be a difficult task, and it makes many people want to shy away from planning for the future. However, not being proactive about your future can have disastrous consequences regarding your ability to retire with peace of mind. We have the skills, training and resources to help you through these difficult decisions.

At Guardian Financial Advisory, we offer a variety of services to help achieve your financial goals. We take the time to help you plan for your financial needs and the tough decisions you may need to make.

• These financial tools can be used to accumulate funds and provide an increase in personal income (via future, lump-sum withdrawals) all while deferring taxes.

• In the event of an early death, life insurance can be instrumental for supporting the people who matter most in your life.

• Our team will work side-by-side with you to prepare you for the financial road ahead, offering advice, projections and solutions. We connect you with the right income and retirement strategies to match your unique fiscal situation, creating a personalized plan for you.

• We can connect you with solutions to help cover costs in the event you are unable to care for yourself due to an illness, disability or cognitive impairment like Alzheimer’s disease.

• In the right situation, a retirement plan rollover or consolidation can help streamline your overall financial strategy. With our knowledge concerning the transfer of these assets in a non-taxable manner and understanding of the various plans, we can help you make the right decisions.

• An estate plan is essential to the success of your financial future. We can help provide solutions to ensure your legacy is passed to the ones you love.

To ensure more hardworking people achieve their financial goals, Guardian Financial Advisory holds retirement seminars designed to educate pre- and current retirees about the latest solutions and tools available.