Financial Advisor Maryland -
Retirement & Investment Advisors

www.financialadvisormaryland.net

(410) 252-3400
(410) 252-3400

William and Ned Kissinger

Edward W.H. Kissinger (Ned), CFP^®, ChFEBC^SM, CFEd^TM
William I. Kissinger, CPA/PFS, CFP®

Kissinger Financial Services, Inc.

10155 York Road Suite 105

Hunt Valley, MD 21030

410-252-3400

410-252-4036 (Fax)

800-653-3414

www.kissingernet.com

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What advisory services are you looking for? * 401k Rollover Assistance Early Retirement Planning Estate Planning, Trusts & Wills Insurance & Annuities Portfolio & Investment Management Retirement Income Planning

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RECENT NEWS – KISSINGER FINANCIAL SERVICES, INC. WAS FEATURED IN THE NOVEMBER 21, 2011 ISSUE OF FORBES MAGAZINE IN THE MARYLAND FINANCIAL SECTION.

MANAGEMENT

William I. Kissinger, CPA/PFS, CFP®

President, Kissinger Financial Services, Inc.

Kissinger Advisory, Inc.

Bill Kissinger has been in the tax and financial planning business for 35 years and is dedicated to helping clients realize their financial goals and dreams. Kissinger Financial Services, Inc. specializes in writing personal financial plans for clients, then monitoring the portfolio with an exclusive quarterly “Client Communiqué.” Tax strategies, education funding, retirement planning, estate planning and corporate planning round out this full service company.

EDUCATION

1962 – Bel Air High School
1972 – Certified Public Accountant
1974 – University of Baltimore – Bachelor of Science in Accounting
1989 – College of Financial Planning, Denver, Colorado – Certified Financial Planner

CERTIFICATIONS

Registered Representative of Sanders Morris Harris Inc.
PFS – Personal Financial Specialist
CFP – Certified Financial Planner®
CPA – Certified Public Accountant

PERSONAL ASSOCIATION AND AWARDS

FPA – Financial Planning Association
Conducts financial planning seminars for both professional and civic organizations and many corporations in Maryland, Washington D.C., Virginia and Delaware
Course instructor for the Office of Corporate Extended and Executive Education at TowsonUniversity 1990-2002.
Course instructor for The Community Colleges of Baltimore County 1992-1999.
Past President of Baltimore Association for Financial Planning

MANAGEMENT

Edward W.H. Kissinger, CFP® ChFEBC^SM CFEd^TM

Vice President, Kissinger Financial Services, Inc.

Ned started with Merrill Lynch in Washington DC in 1999. He joined Kissinger Financial Services, Inc. in 2001 as the Vice President.

EDUCATION

1995 – St. Paul’s School
1999 – Gettysburg College – Bachelor of Science
2003 – Kaplan College – Certificate of Financial Planning

CERTIFICATIONS

Registered Representative of Sanders Morris Harris Inc.
Certified Financial Planner®
Chartered Federal Employee Benefit Consultant^SM
Certified Financial Educator^TM

AWARDS

Baltimore Magazine Five Star Wealth Manager for 2011

PROFESSIONAL ASSOCIATION

Author of “Battle Field of Retirement: Stories and Strategies from the Front Lines”

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Contributing Author of “If Nobody Loves you Create the Demand – Workbook”

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Contributing Author & wrote forward to “Maximizing Your Federal Benefits: How to Understand Your Benefits”
Serves as Financial Planning Educator for the Baltimore Federal Executive Board
Speaks throughout Maryland & DC to hundreds of Federal Employees annually
Teaches a course at local Universities called Retirement Planning Today^T

FPA – Financial Planning Association

SECURITIES AND ADVISORY SERVICES OFFERED THROUGH SANDERS MORRIS HARRIS INC. MEMBER FINRA/SIPC.

Financial Advisor Maryland - Retirement & Investment Advisors

Financial Advisor Maryland -
Retirement & Investment Advisors