1100 Wayne Ave
Silver Spring, MD 20910
Training: Comprehensive RLP® more info
Master of Life Planning
RLP® actively participating in Life Planning Mastery program
Completed entire Registered Life Planner® (RLP®) curriculum
Completed 7 Stages and EVOKE® practical training
Completed introductory 7 Stages Life Planning Workshop
Completed Life Planning Presentation Training
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.
RLP ® Since
Industry Start Date