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Scholie Guziak

5608 Lake Christopher Drive
Rockville, MD 20855-1809

Phone:

Call/Text: 301-775-1177

E-mail:

Videos

We have interesting videos for you to watch on my site.

Calculators

You can review interesting calculators on my site.

Contact Us

Please feel free to contact us with any questions.

Insurance Services for Employer Groups & Individuals

Scholie Guziak

Welcome to our web site where you'll find a wealth of information in the form of newsletter articles, calculators, and reports.  We created this web site to help you gain a better understanding of the individual's financial concepts behind insurance and related planning.  As a boutique agency, we offer services designed to the specific needs of the employer groups and individuals with whom we work.  We pride ourselves on service to our clients through our ability as an independent agency to access a broad range of resources to help meet your objectives.  Once you become a client, we remain committed to continually provide personal service, attention, and knowledge of your account.  The result is long term relationships built on the trust we earn.  We hope you take advantage of our web site as a resource and visit us often.  Be sure to add our web site to your list of "favorites" .

Scholie Guziak, President

Currently registered to offer  insurance products in the States of DC, MD, and VA.   This is not an offer to sell insurance in any other state of jurisdiction. 

It’s important for heirs to consider how a windfall might be used to strengthen their finances now and over the long term.

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Shows how transfer-on-death designations help avoid probate costs.

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Unlike retirement accounts, there are no federal contribution limits for variable annuities, and the investment gains won’t be taxed until they are withdrawn.

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Explains hybrid life+LTC policies that can provide care benefits or a death benefit.

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Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

Use this calculator to determine whether you qualify for the different types of IRAs.

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

Use this calculator to estimate how much income and savings you may need in retirement.

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