Welcome to The Sharp Financial Group
The Sharp Financial Group is a robust full-service financial-services firm which provides complementary accounting, tax, consulting, and wealth-planning services to meet any demands you or your business may have—regardless of the complexity. At The Sharp Financial Group, our focus is on you—delivering high quality specialized services at affordable prices. Our associates understand technical nuances across various industries, while also recognizing the extensive needs of individuals and business owners. We pride ourselves on the fact that we are not only our clients’ accountants and advisors but they also become part of the Sharp family. The Sharp Financial Group has built a reputation for providing prompt highly-effective personalized services for clients throughout the mid-Atlantic region.
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Insurance Needs Assessment:When You're Married With Children
When you’re married and have children, insurance needs will be different.
Exit Strategies of the Rich and Famous
Estate conservation is too important to put off. Do you have a smart exit strategy?
Planning for the Expected
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.
China owns a portion of the total outstanding debt of the U.S. Government. What does it mean?
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
Planning for a special-needs child can be complicated, confusing, and even overwhelming.
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
There have been a number of changes to Social Security that may affect you, especially if you are nearing retirement.
This calculator compares the financial impact of leasing versus buying an automobile.
This questionnaire will help determine your tolerance for investment risk.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Use this calculator to better see the potential impact of compound interest on an asset.
Assess whether you are running “in the black” or “in the red” each month.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
There are a number of ways to withdraw money from a qualified retirement plan.
Using smart management to get more of what you want and free up assets to invest.
There are some key concepts to understand when investing for retirement
How federal estate taxes work, plus estate management documents and tactics.
Learn more about taxes, tax-favored investing, and tax strategies.
Principles that can help create a portfolio designed to pursue investment goals.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
There are hundreds of ETFs available. Should you invest in them?
It's easy to let investments accumulate like old receipts in a junk drawer.
What does your home really cost?
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
What is your plan for health care during retirement?