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Delmarva Financial Group

Al Cassinelli
(410) 604-1539

Beau Breeden
(410) 216-2103

No Cash, No Checks, No Problem Preparing For the Ultimate Vacation Don't Buy The Hype Once Upon a Goal

Understanding Today’s Financial Environment

Welcome, we are Delmarva Financial Group, a financial services firm with locations in Annapolis area and Stevensville, Maryland. We understand that individuals and businesses face unique challenges as they prepare for retirement. We strive to help take the mystery out of preparing for today and tomorrow. Whether you are investing for retirement, college savings or estate planning, our personalized service focuses your needs, wants, financial goals and objectives. 

Our professionals have 40 plus years of combined 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 all stages of your life. 

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Investments

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Life and Death of a Twenty Dollar Bill

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Variable Universal Life Insurance

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Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

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Use this calculator to assess the potential benefits of a home mortgage deduction.

Doubling Your Money

This calculator demonstrates the power of compound interest.

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Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

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Use this calculator to better see the potential impact of compound interest on an asset.

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A presentation about managing money: using it, saving it, and even getting credit.

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How federal estate taxes work, plus estate management documents and tactics.

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Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

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Surprise! You’ve Got Money!

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Should You Ever Retire?

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Investments

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A Bucket Plan to Go with Your Bucket List

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