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Understanding Today’s Financial Environment
Welcome, I’m Teddy Prioleau, a financial professional in Hunt Valley, Maryland. We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether your goal is saving for retirement, college savings, or an estate strategy, our personalized service focuses on your needs, wants, and financial goals and objectives.
Our professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you through in all stages of your life, please give us a call at 410-931-2004.
Helpful Content
Understanding the Alternate Valuation Date
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Safeguarding Purchasing Power Across Generations
Help protect what your wealth can do now and across generations.
How Big is Money?
Learn a little about worldwide currency in this fun infographic
What's New for Social Security?
There have been a number of changes to Social Security that may affect you, especially if you are nearing retirement.
Don’t Be Your Own Worst Enemy
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
Preparing for the Expected
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
Capital Gains Tax When Selling Your Home
If your clients are buying or selling a home, use this to help them determine if they qualify for capital gains taxes.
Variable Universal Life Insurance
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
Are You Using the Right Technology?
Discover how the right team & technology boost client success.
View all articles 
Inflation & Retirement
See how inflation over time could affect the purchasing power of your retirement income.
Wedding Budget Calculator
Estimate total wedding costs and see how different choices affect your overall budget.
Student Loan Payoff Calculator: Extra Payments Can Save You
See how extra payments toward your student loans could shorten your payoff timeline.
Monthly Budget
Track your monthly income and expenses to get a clearer view of your cash flow.
How Much Do I Need To Retire?
How much is enough to retire? It depends on your lifestyle, timeline, and more. Use this calculator to get a personalized est
Federal Capital Gains Tax Estimator
Estimate your potential federal capital gains tax liability on the sale of an asset.
View all calculators
Retiring the 4% Rule
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.
Bull and Bear Go To Market
Learn about the difference between bulls and bears—markets, that is!
Exit Strategies of the Rich and Famous
Estate conservation is too important to put off. Do you have a smart exit strategy?
Encore Careers: Push Your Boundaries
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.
Surprise! You’ve Got Money!
Here’s a quick guide to checking to see if you have unclaimed money.