Belger Financial Group

Sierra Pacific Financial Advisors

Sierra Pacific Financial Advisors, LLC (SPFA) is a Fee-only Registered Investment Advisory (RIA) firm that offers its clients over a century of collective financial services knowledge. Our experts are here to help you reach your goals and make sound financial strategies more achievable than you might think. No matter where you are in life, we will be with you until you reach the finish line. We serve as fiduciaries and provide unbiased financial solutions with a single focus: our client’s best interests. We don’t just manage money; we work closely with our clients to create comprehensive, personalized plans that connect all aspects of their finances in order to achieve the best results possible. Our services include: stock options, RSUs, ESPP exercising strategies and diversification for those with concentrated stock options; tax-advantaged retirement planning for business owners; wealth management and transfer solutions for pre-and-post retirees; and financial wellness and investment services for women. At Sierra Pacific Financial Advisors, we strive to ensure our clients are making well-informed and sensible decisions throughout their financial journey - from wealth accumulation to preservation, to distribution.

Cornerstone Planning Group

Cornerstone Planning Group is a financial services firm located in Oklahoma City, providing businesses of all sizes with comprehensive financial solutions, such as benefit plans and succession planning. Additionally, the team specializes in IRA rollovers from 401ks and other aspects of the 401k business. Darren Telford, J.D., CFP, CPFA, is the leader of Cornerstone Planning Group and specializes in helping companies set up and manage qualified retirement plans for their employees. He also assists business owners and executives in forming personal retirement strategies, such as selecting the best IRA, Roth IRA, non-qualified annuity or other retirement savings vehicles, to meet their retirement planning goals.If you would like to learn more about what we have to offer, please don't hesitate to give us a call today. No matter what your needs are, we will do our best to provide you with the top-notch service that you deserve.

Decker Retirement Planning

At Decker Retirement Planning, our mission is to help individuals realize the retirement of their dreams. We work with retirees or those set to retire within the next five to ten years who have a nest egg of at least 350k and are facing one or more of three typical issues: fear of running out of money or knowing when they can retire, frustration over losing hard-earned savings due to market volatility, or worries about rising taxes. Our experienced team provides personalized guidance and support to help you address these concerns and enjoy a secure and comfortable retirement. We specialize in clearly showing you how to make the most of your retirement savings and investments, while also protecting against losses and taxation. Reach out today to learn more about how we can serve you. We take pride in the quality of our services, and aim to ensure that your needs are met quickly and efficiently. Our experienced team of professionals is here for you, so don't hesitate to get in touch today.

Christopher Hunt, EA

Are you looking for help with your business or personal finances? Look no further than Christopher Hunt, EA. Our experienced team of accountants provide custom and cost-effective solutions to individuals and small businesses across Vashon, WA. With over 30 years of combined experience, you can trust our team to deliver quality services with personal attention. We offer a variety of services including IRS representation that focuses on negotiating lower balances and overall IRS debt. We also provide tax return preparation, financial analysis, payroll services, bookkeeping, QuickBooks® consulting, and retirement planning. For dependable business accounting and more, contact Christopher Hunt, EA today at (206) 463-3301 to schedule an appointment. Visit us online to learn more.

Steven H Mangan CPA

Steven H Mangan CPA is a comprehensive tax and accounting firm, dedicated to serving both businesses and individuals. Our mission is to help our clients plan and manage their finances in the most effective manner. Through our expertise, we are able to provide tailored solutions that meet the unique needs of our clients. We offer a wide range of services for both businesses and individuals. For individuals, we provide tax planning, preparation, consulting, college planning, divorce planning, and retirement planning. For businesses, we offer bookkeeping, accounting, financial statement preparation, payroll processing, and business consulting. With our experienced team, we are committed to delivering quality services and helping our clients achieve their financial goals.

Deane Retirement Strategies

Deane Retirement Strategies has been providing fiduciary financial advice and services in New Orleans and the surrounding area for more than 45 years. Our team consists of Certified Financial Planners (CFPs) and Chartered Financial Analysts (CFAs), who focus on blending retirement financial planning with fee-only, discretionary portfolio management. We currently manage over $200 million in client assets using individual stocks, bonds, and ETFs. We do not use mutual funds, annuities, or insurance products. Our minimum requirement for new clients is $1 million. We offer guidance to Retirees, Near Retirees, Wealth Accumulators, and Company Retirement Plans. Our platform is tailored for portfolios over $1 million. Our firm has the benefit of two generations of financial advisors with over four decades of experience. Our Retirement Advisory team approach ensures our clients will have continuous access to retirement advice and investment management for the long-term. We strive to be a lifetime partner for our clients.

Strategic Planning Group

At Strategic Planning Group, we strive to provide effective retirement planning for our clients. We provide options to maximize retirement income sources and will create a customized plan to match their goals. This includes researching social security filing strategies, pension analysis, and investment asset allocation. We also analyze IRA and 401(k) plans to ensure they are meeting expectations. Additionally, we offer wealth and investment management services that are tailored to the individual's needs. Our experienced team is committed to helping our clients achieve their retirement objectives.We take pride in the quality of our services, and aim to ensure that your needs are met quickly and efficiently. Our experienced team of professionals is here for you, so don't hesitate to get in touch today.

Atlas Capital Management

Financial planning and retirement planning are important components of achieving financial security in the future. Planning for retirement should involve developing a plan for how you will save and invest for the future, in addition to considering how you can best use your current income and resources to achieve your goals. When creating a financial plan, it is important to consider all aspects of your finances. This includes setting a budget, planning for any debts you have, and assessing what investments and savings you already have in place. It is also important to consider your long-term goals such as retirement and college savings. Retirement planning is more than just thinking about how much you need to have saved when you eventually retire. It requires understanding the different types of retirement savings options, such as 401ks, IRAs, and annuities. You should also research different ways to invest and save your money, such as stocks, bonds, mutual funds, and real estate. Lastly, you should consider Social Security and other associated benefits that may be available to you. By taking the time to plan for your financial future, you can ensure that you are well-prepared for whatever life throws your way. A sound financial plan can help you reach your retirement goals, build wealth, and enjoy financial security for years to come.

Spies Tax Connections

Tax preparation, tax planning, and tax resolution are all professional services that help individuals and businesses manage their taxes. Tax preparation is the process of preparing taxes by gathering paperwork, calculating taxes due or refundable, and filing returns with relevant tax authorities. Tax planning is an ongoing process of analyzing financial data to identify tax savings and ensure compliance with reporting and payment obligations. Tax resolution is a service that helps taxpayers settle tax debt with the government by developing a payment plan, establishing an Offer in Compromise, or other means. Tax preparation services involve gathering the required documents needed to complete a taxpayer’s tax return and ensuring accuracy when calculating appropriate deductions, credits, and the overall amount due or refundable. Common documents include W-2s, 1099s, pay stubs, bank statements, and investment statements. Professional tax preparers can also provide advice on how to maximize tax savings. Tax planning involves more strategic planning and an ongoing consultation between the taxpayer and their professional advisor. It includes evaluating various options for filing, such as married filing jointly or separately, claiming dependents, and utilizing credits or deductions. Tax planners also consult on topics like estate planning and retirement planning, which can have major implications on taxes. Tax resolution assists taxpayers with resolving different types of tax debt with the government, such as overdue balances, underpayment penalties, and unfiled returns. A qualified tax professional can help taxpayers negotiate with the Internal Revenue Service (IRS) to reduce the total amount of debt owed or to establish a payment plan. This can free taxpayers from the financial burden associated with owing back taxes and help them move forward in their personal and business finances.

Andrews Financial Planning

At Andrews Financial Planning, we are passionate about personal finance. Our integrated service model provides financial, legal, and consulting services on a fiduciary basis. We work with individuals and businesses to maximize resources, plan for the future, and protect their interests. Kathryn Andrews is a financial planner and licensed attorney with over 20 years of experience. Her expertise covers a broad range of topics such as savings strategies, retirement planning, asset protection, money management, real estate investment consulting, debt reduction, contract negotiation, law school admissions consulting, corporate law, equity investments, purchases and sales, liability protection, and complex business transactions. We offer our services on a fixed fee or hourly basis, depending on the customer's preferences and the nature of services required. There are no products for sale, commissions, or hidden fees, only sage counsel with your best interests in mind. Our services are guaranteed to your satisfaction. At one time or another, everyone can benefit from directed expert advice. Get started today and make sure your future is secure!

Farmers & Merchants Bank

For more than a century, Farmers & Merchants Bank has been dedicated to upholding the values of honesty, integrity, compassion, faith and service, set forth by our founder C.J. Walker. We are proud to provide our clients with individual and business banking services, as well as those for non-profits. Our 25 branch offices located throughout Southern California offer local decision makers who are dedicated to helping our clients reach their financial goals. Our individual banking services include checking, savings, online banking, certificates of deposit, money markets, retirement plans, health savings, personal Visa®, home loans [NMLS #537388], and escrow services. Our business and non-profit offerings range from business checking to merchant card services, payroll services, deposit lock box, remote deposit capture, business Visa®, small business loans, non-profit loans, commercial loans, real estate/construction loans, escrow services, and lines of credit. We are a state chartered bank in California, with deposits insured by the Federal Deposit Insurance Corporation (Member FDIC) and an Equal Housing Lender. Safeguarding our clients' money is a sacred trust that we take very seriously. Building lasting relationships with our clients and giving back to the communities we serve is at the heart of what we do.

Hobart Wealth

Hobart Financial Group is dedicated to helping clients enjoy a secure and comfortable retirement. We are an independent financial advisory firm that puts personal service and integrity at the forefront, always striving to provide our clients with tax-advantaged plans that prioritize capital preservation, growing income, maximum returns and minimized risk. At Hobart Wealth, Chris Hobart understands that true wealth means sharing life with friends and family without worrying about finances. Our team provides comprehensive financial retirement planning for those living in the Carolinas so that they can have peace of mind as they enter their retirement years. We take pride in the quality of our services, and aim to ensure that your needs are met quickly and efficiently. Our experienced team of professionals is here for you, so don't hesitate to get in touch today.

Miller Premier Investment Planning

Retirees can fortify their nest egg with simple rules used by the world's greatest investors. Miller Premier Investment Planning offers a free 30 minute online checkup to assess retirement progress and develop a customized retirement program with stable income streams that is simpler, less costly, and puts the investor in the driver's seat with no risk. During the checkup, users will learn how to not run out of money before oxygen, protect their portfolio from market crashes, and build a retirement plan tailored to their needs. The team at Miller Premier has been battle tested and uses technology seen in Investor's Business Daily to provide the best outcomes for their clients.With our commitment to service and customer satisfaction, we strive to exceed expectations each and every time. Contact us today to find out how we can help.

Edward Jones - Financial Advisor: William S Kaiser

We understand that the situation we're all facing can be difficult, both physically and financially. At Edward Jones - Financial Advisor: William S Kaiser, we want to make sure you have the support and resources you need to get through this. We are here for you - to listen and help you navigate the uncertainty. Our team of financial advisors is dedicated to helping our clients achieve their goals. Whether it's saving for retirement, planning for college tuition, or making smart investments, we are here to help create a secure financial future. With us, you receive personalized advice and guidance every step of the way.