Broker Check

3310 Old Point Road, Suite 401, Edgwater, MD 21037

(410) 294-6996
john.horrigan@wynnpointfinancial.com

What We Offer
Services

Our firm specializes in helping individuals develop sound retirement strategies. If you are retired – or approaching retirement – please take the time to explore our website and the wealth of information we offer. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.

We understand the many challenges of retirement today and know the biggest concern for many is outliving their money. We focus on money management, as well as other issues that are critical to your financial well being.

College Planning

College Planning

  • Estimating future education costs
  • Saving strategies
  • Taxed advantages
  • Financial aid and scholarships
  • Investment approaches
  • Impact on retirement planning
  • Cashflow strategies
  • Grandparent and family contributions
  • Loan planning
  • Multi-child considerations
Investments<br/>

Investments

  • Common Stock
  • Bonds
  • Mutual Funds
  • Exchange Traded Funds
  • Alternative Investments
  • Variable Annuities
  • Notes
Accounts<br/>

Accounts

  • Educational IRA
  • Traditional IRA
  • Roth IRA
  • SEP IRA
  • Simple IRA
  • Brokerage Accounts
  • 401(k) Planning
  • 403(b) Planning
  • Money Purchasing Plans
  • Profit Sharing Plans
Financial Planning<br/>

Financial Planning

  • Risk Management
  • Wealth Accumulation
  • Wealth Management
  • Distribution
Insurance<br/>

Insurance

  • Health Insurance
  • Life Insurance
  • Disability Income Insurance
  • Long-Term-Disability Insurance
  • Long-Term-Care Insurance
  • Group Insurance
  • Group Life Insurance

Resources
Knowledge Leads To Financial Freedom.

From retiring early to funding a college education to fueling your passion for philanthropy, our client-focused resources can help.

Understanding Extended Care

Understanding Extended Care

Understanding the types of extended care services—and what those services could cost—may be critical.
Learn More
A Primer on Irrevocable Life Insurance Trusts

A Primer on Irrevocable Life Insurance Trusts

Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
Learn More
U.S. Personal Savings Rate

U.S. Personal Savings Rate

What can be learned from the savings rate?
Learn More

Let's Get Started
Schedule A Meeting

If you believe you could benefit from working with a financial professional, let’s review your portfolio, financial trajectory, and goals to see if you’re a good match for our practice.

Schedule a Consultation