Pie Charts

Pie Charts

Pie Charts Financial is an independent, fee-only Registered Investment Advisor that specializes in personal financial planning and low-cost investing. Our flat annual fee structure allows clients to know exactly what they are paying for our services. We provide guidance on what to buy, how much, and why; the client then decides where to custody the account and when to implement the strategy. Our team offers comprehensive plans with annual reviews and ongoing support throughout the year. We strive to provide impartial advice without any compensation from other products or service providers. Our mission is to empower clients to make informed decisions and secure their financial future.

Tax Alliance Consulting

Tax Alliance Consulting Inc., based in Glendale, California, provides comprehensive accounting, bookkeeping, consulting, outsourcing, payroll and business services. Whether it is at your facility or onsite at our office, our staff of qualified accounting professionals can ensure your financial records are well kept and accurate. Our bookkeepers can also help you set up and train your personnel on the financial systems you may be using or installing, such as QuickBooks or other legacy programs. Our services cover a wide range of areas, such as online bookkeeping, remote accounting, review of financial statement chart of accounts, management analysis of financial statements compilations, financial planning, tax preparation and advising, audit assistance, budget preparation, job costing, and QuickBooks set-up. We understand that every business has its own needs and can tailor a custom storage solution to fit your particular business. Additionally, we are always available to answer your questions and assist with ongoing tax planning and any other changes in your business.

Martin Accounting Service

Martin Accounting Service is a full-service tax preparation, accounting and financial planning firm based in the St. Louis Metro East area. Our team of experienced tax accountants have been providing these services to clients across the St. Louis metropolitan area for over 41 years. At Martin Accounting Service, we focus on the details of your personal tax planning and preparation, in order to reduce your liabilities and maximize your returns. We also provide comprehensive financial planning services to help you chart a plan for your future, not just prepare your tax returns. Our team of tax accountants specialize in providing individualized attention and advice that you can trust. Our approach to tax preparation is proactive and we look to ensure that you stay up to date with ever-changing tax laws. At Martin Accounting Service, we are committed to exceeding your expectations and providing you with the best possible service.

Simplify Financial Planning

Finances shouldn't feel daunting. I'm here to help you get a clear view of your money, so you can confidently plan for the future. I charge a flat-fee for customized financial plans for individuals, couples and families. My mission is to lay out a simple financial plan that provides visibility into your finances so you can clarify your goals and chart the course ahead. Straightforward. Simple. Done.

Vista Wealth Management

Just as wealth management is a continuum over your life; your wealth plan should evolve to meet the changes of your personal circumstances. That's why part of our job is to provide you with the answers you need to make sound decisions for you and your family when those changes occur. We also provide you with a range of options and opportunities so those decisions are the best decisions. We offer:   Options for asset/net worth growth and protection   Comprehensive planning   Disciplined execution of strategies   Options to manage tax liabilities   Tools to understand the most complex financial matters   Freedom from complicated reporting and record keeping Vista Wealth Management provides financial planning to chart the course to our client's goals as well as the investment management to get them where they want to be.

ARK Financial Wellness

At ARK Financial Wellness, we believe in partnering with and empowering you to create financial purpose. We employ highly personalized strategies that embrace your core values to help you achieve the most fulfilling return on life. Our thorough values-based planning process provides a judgment-free meeting zone to offer clarity and understanding of how your money will be invested. Our team has over 40 years of experience in this industry, allowing us to explain complicated financial terms in an understandable and stress-free manner.If you decide to let us pilot your investment journey, we provide diligent management and asset allocation through our two investment methodologies: Point & Figure Charting and Rules-Based Methodology. We use technical math driven analytics to adapt to the ever-changing market environment, helping you invest your money with confidence and grow your money tree over time.

Matthew Beeghley - Northwestern Mutual

Are you looking for assistance in developing your financial plan? Matthew Beeghley - Northwestern Mutual has the resources and knowledge to guide you through the complex financial world. With expertise in wealth management, retirement planning, transferring funds, life insurance and more, they offer a comprehensive service to meet all of your financial needs.The team at Matthew Beeghley - Northwestern Mutual are dedicated to helping you chart your financial path, so don't hesitate to get in touch today for an appointment. They will be able to provide you with the information and advice necessary to ensure a secure financial future.

Gregorek and Associates

At Gregorek and Associates, PLLC, we are committed to helping our clients plan for a secure future. Our team is highly experienced in a variety of legal, tax-related and financial matters, allowing us to provide comprehensive, tailored assistance in an environment of trust. We strive to guide our clients through the complexities of their financial lives, from charting a course for the future to navigating any obstacles along the way. Our staff is diverse and equipped with the knowledge to help clients succeed. Our team has the experience and resources to provide a wide range of services, from drafting documents and resolving disputes to filing taxes and more. We understand that every situation is unique, and we strive to offer personalized solutions to meet our clients’ individual needs.