Graham Ewing (CFP®)

Graham Ewing focuses in the
following client markets or areas of practice:

  • AUM
  • Baby Boomers
  • Charitable Giving
  • Federal Employees
  • Investment Advice with Ongoing Management
  • Middle Income Client Needs

Planning Specialties

I also specialize in United Parcel Service (UPS) employees. Here are a few of the questions that we help answer:

  • What should I do about the concentration risk associated with all my UPS stock?
  • What tax planning opportunities can I take advantage of with my UPS stock?
  • What pension option should I choose when I retire?
  • What are my retiree health insurance options?
  • How does Net Unrealized Appreciation work with UPS Stock in my 401(k)?
  • How should my 401(k) be invested?

 

NAPFA Start Date

April 08, 2013

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This Office

201 International Cir Ste 520 Hunt Valley, MD 21030-1353 Phone: (410) 823-7283