Toler Financial Group
1100 Wayne Ave
Silver Spring, MD 20910
Phone: (301) 825-8705
Mobile: (703) 317-7807
Training: Registered Life Planner® more info
- Active Registered Life Planner® has earned the Registered Life Planner® designation and continues to keep their skills sharp by regularly attending continuing education sessions (8 hours/2 years).
- Registered Life Planner® designation requires completion of The Seven Stages of Money Maturity® Training (16 hours), immersion in the EVOKE® Life Planning Training (36-40 hours), and a six-month practicum which involves peer review, mentorship, coaching, and supervision (40-50 hours).
- EVOKE® Life Planning Training Graduate has attended a 4-day online or a 5-day residential course on a planning method that uses a structured interview process to uncover clients’ most exciting, meaningful, and fulfilling aspirations and engage them in the work of creating their own vibrant futures, based on a solid financial architecture.
- The Seven Stages of Money Maturity® Training Graduate has attended a 2-day course that teaches listening, principles of communication, and client-planner attitudes, values, biases, and behavioral characteristics and their impact on financial planning.
Responsible Investing for Everyday Prosperity! Toler Financial Group works with all types of individuals and families - including unconventional ones (unmarried, LGBT, second/blended families), Federal and Military Employees and Contractors, Small Business Owners, Schools, Non-profits and Professional Practices. We specialize in aligning our clients finances with their most cherished values.Specialties
Socially Responsible Investing; Comprehensive Financial Planning; Human Capital Protection
We serve diverse and engaged clients who care for a better life for themselves and others.
Toler Financial Group is primarily a fee-based practice (about 90% of revenues). Financial Planning and Investment Management are compensated with fees. We also help clients obtain Life, Disability and Long Term Care insurance and we are compensated with Insurance Commissions. For the convenience of some clients we may occasionally work with commission based security sales, but these are transactions are typically not very common.
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