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Precison Wealth Planners

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About Us
- Our Team
- Community
Services
Education
FAQs
Client Logins
- Prudential/LPL Account View
- WealthVision

Education

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Education

Free Resources for Clients & Prospective Clients

101 Ways We Can Help (Download PDF)
All About Social Security (Download PDF)
Annual Tax Planning Reminders (Download PDF)
Basics of Investing (Download PDF)
Benefits of Financial Planning (Download PDF)
Buy-Sell Agreement (Download PDF)
Charitable Giving Summary (Download PDF)
College Savings Planning (Download PDF)
Estate Planning (Download PDF)
Healthcare in Retirement (Download PDF)

How Lifetime RMDs Work (Download PDF)
Key Person Insurance Evaluation (Download PDF)
Preparing for Retirement (Download PDF)
Qualified Charitable Distributions (Download PDF)
Revocable Living Trust (Download PDF)
Roth IRA Conversions (Download PDF)
Surviving Spouse/Partner Checklist (Download PDF)
Traditional vs Roth IRAs (Download PDF)
Trump Accounts (Download PDF)

Questions? Get in touch!

We are dedicated to providing prompt and reliable support. Whether you’re looking for guidance or have specific questions, don’t hesitate to contact us. Let’s connect and tackle it together!

Locations:

1657 Crofton Blvd, Suite 200, Crofton MD 21114
909 Rose Ave, Suite 650, North Bethesda MD 20852

Disclaimers

Craig Schubert and Matthew Koppelman are Financial Planners with, and offer securities and investment advisory services through LPL Enterprise (LPLE), a Registered Investment Advisor, Member FINRA/SIPC, and an affiliate of LPL Financial.

Financial professionals are licensed insurance agents of Prudential. These financial professionals are permitted to brand under “Prudential.” LPLE and LPL Financial are not affiliated with Precision Wealth Planners.

LPL Enterprise Form CRS

The LPL Enterprise registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

This information is not intended as authoritative guidance or tax or legal advice. You should consult with your attorney or tax advisor for guidance on your specific situation.

CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the U.S.

Registered Financial Consultant® and RFC® are registered marks owned by the International Association of Registered Financial Consultants (IARFC).

WMCP® designation conferred by The American College of Financial Services.

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