“My responsibility lies in educating and providing clients with unbiased insurance benefits and retirement strategies. When working with individuals, my goal is to be their problem solver and trustful resource so they can have financial peace of mind.”
Jay Shareef is an independent financial professional committed to helping his clients in retirement and insurance planning. Jay utilizes various strategies to assist his clients improve their investment potential, reduce financial risk and help preserve their estate for their heirs. His educational and no pressure approach have granted him the opportunity to work with individuals in the area of Federal Benefits as well as expand his practice to include income planning and asset protection strategies.
He is committed to educating his clients and to providing direction on:
Chris Rhoads is the Vice President of WealthFlow Financial, a financial services firm located in Frederick, MD, that helps clients with retirement planning. As a registered investment advisor and independent financial professional, he operates as a fiduciary and is free to act solely in the best interest of his clients. Chris is committed to helping his clients in retirement and he takes a holistic approach to financial planning that includes insurance and risk management, investments and wealth management, retirement income planning, and estate and tax planning.
Director, Federal Benefits Consultant
Traycee is a Director at WealthFlow Financial and has been involved in the financial services industry since 1993. She specializes in serving others by educating them about their employer’s benefits as well as their money matters.
“I run into individuals every day who are so busy with life that they’ve never taken the time to sit down and see exactly what their benefits are. I take the mystery out of what they are receiving and help them understand the best way to plan for their retirement.”
Traycee’s knowledge and expertise has made her a sought after benefit and retirement workshop presenter in various states.