Abraham Financial Planning

Independent Financial Planner

Independent Financial Planner offers a wide range of services to help individuals and businesses plan for their financial future. We provide unbiased investment advice, financial education, retirement plans, portfolio management, college planning, annuities, life insurance, long term care insurance, tax free investments and more. Our team of experienced professionals are dedicated to providing clients with the best advice possible – no minimums, no selling, no pressure – always with the client’s needs in mind first. We offer a full range of services, complete choice and access to a variety of investment options including stocks, bonds, mutual funds, exchange traded funds, CDs and real estate investment trusts. Additionally, we work with our clients to develop budgets and cash management strategies tailored to their individual needs. 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.

Financial Planners & Associates LLC

Financial Planners & Associates LLC specializes in providing credit repair, counseling, and debt settlement services. We help our clients remove bankruptcies, repossessions, charge offs, judgments, inquiries, foreclosures, incorrect names, addresses, and social security numbers from their records. Additionally, we offer notary services. We have been certified in credit since 2007, and prioritize the needs of our customers above all else. Our experienced team is dedicated to providing top-notch service and satisfaction for all of our clients. Contact us today for more information on how we can help you with all of your needs.

AIO Fee-Only Financial Planners

At AIO Fee-Only Financial Planners, we offer independent and comprehensive financial planning services without any commissions or product sales. We are committed to fulfilling our fiduciary responsibility to our clients by providing unbiased advice tailored to their individual needs. Our fee is based on the assets we manage and we work with clients from around the world via virtual meetings. Additionally, we specialize in Sustainable, Responsible, Impact Investing and our team often travels to visit non-local clients. Our services include asset management, retirement planning, taxes, estate planning, and impact investing. You can trust our team to provide you with the best advice and service. We're here to help so don't hesitate to contact us if you have any questions.

Milwaukee Financial Planners

At Milwaukee Financial Planners, we are proud to offer customers the perfect financial planning. We provide assistance in finding the best financial planner in Milwaukee, having previously been financial planners ourselves. Our team is dedicated to helping customers find the perfect financial planning solution.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.

David Rae Certified Financial Planner

With over  a decade helping people reach their financial goals, David Rae is the person to call if you want a holistic fee-based proactive approach to financial planning.  Named 2011 "Advisor With Heart" by Registered Rep Magazine. Specializing in Comprehensive Financial Plans to help you reach your specific Financial goals.  He is also a regular contributor to the Advocate Magazine Forbes.com as well as a regular financial guest on TV and Radio.

Modera Financial Advisors & Financial Planners

Modera is an independent, fee-only wealth management and financial planning firm based in Boston, MA. We are dedicated to providing ethical advice and a fiduciary commitment to our clients. With decades of experience, we offer retirement planning, estate planning, income tax planning, investment management, risk protection, stock option analysis, and college or education planning. Our team of knowledgeable financial advisors prioritise our clients' best interests and strive to help them make well-informed financial decisions. Contact us today to discuss your financial future with an experienced professional.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.

Net Worth Advisory Group

We are Certified Financial Planners® and investment advisors who specialize in retirement planning and wealth management. We never earn commissions, but provide objective advice instead. Our focus is on helping people transition from the workplace into retirement, and making sure that those already retired have enough money to last them. Most of our clients are either very close to retirement or have already retired. We also help younger business owners find ways to save for their retirement. At Net Worth Advisory Group, we make sure that all our clients have a comprehensive financial plan, and then meet with each client every six months to ensure that it is up to date and that investments are performing well. As a NAPFA-registered fee-only advisory firm, we only offer advice that is in our clients' best interests, and not tainted by a desire to sell products that could pay us large commissions. It is important to note that anyone can call themselves a financial planner. However, only someone who has met the strict education, examination, experience and ethical requirements set by the CFP® board can become a Certified Financial Planner® (CFP®). Out of approximately 800,000 financial advisors in the US, only 55,000 have earned this designation. All of the advisors at Net Worth Advisory Group are either CFPs® or CFPs® in training.

Serenity Wealth Management

Richard, a Certified Financial Planner™ (CFP®) and fiduciary financial advisor, assists individuals, families, and business owners with their financial planning needs. He has nine years of experience in the industry, eight of which have been spent as a financial advisor. His focus is on wealth and tax strategies, providing an integrated, holistic view of each client's financial situation. For active clients, Richard offers a free financial plan that allows for real-time access to assets and liabilities. This facilitates accurate net worth tracking, whether the accounts are held through Richard or elsewhere. Clients are encouraged to seek his advice on any financial matters, such as purchasing a home, organizing a budget, or analyzing job offers. Where appropriate, Richard works with local CPAs to provide an all-in-one service at no additional cost. This helps to identify strategies that are often missed when the two professions are not working together. Services offered by Richard and Serenity Wealth Management include retirement planning, investment management, portfolio management, tax planning, and fiduciary services.

Mercer Advisors

Choosing a financial planner is one of the most important decisions you can make for yourself and your loved ones. He/she is central role in helping you meet your life goals and achieve financial well-being. That's why you have to choose someone competent and trustworthy, like Walter Chao. He offers fee-based comprehensive independent financial planning to match your short, mid, or long-term goals. Call to learn more.

Impact Fiduciary

Patrick Dinan, a Certified Financial Planner (CFP®) practitioner, helps families and professionals get on the path to financial freedom while aligning their values with their money. He is happy to meet with you virtually from the comfort of your own home or office. Common questions and concerns addressed: How should I be investing my money right now? How can I invest my money responsibly and avoid ethically challenged industries such as fossil fuel companies, weapons manufacturers and big tobacco? What should I do with my inheritance or windfall? How much should I be saving for retirement or my kid's college? Which type of account should I use to save money? Should I buy or rent a home? How can I save money on my taxes? How much life insurance should I have? When can I retire? How can I increase my savings? How should I approach estate planning (Wills, Trusts, etc.)?

Wealth Engineers

Wealth Engineers is a 100% fee-only financial planner that serves a wide range of clients from all over the country, including Denver. Our clients are typically mid-level to executive professionals, entrepreneurs and business owners, or retirees who have higher-income earning needs and require assistance with investing for the future, minimizing their tax burden, and/or planning around their family. Our relationship with our clients begins with fiduciary investment and financial planning advice. We work closely with clients to craft low-cost, tax-efficient investment solutions as well as provide them with industry-leading software to help bring their entire financial world together in one place. Our team of thoughtful and experienced financial planners develop a personalized plan and never charge any product sales or commissions. The range of services we offer includes investment portfolio design and management, reviewing insurance coverage and developing risk management plans, planning and investing for college, tax minimization planning and strategy, maximizing employee benefits, social security planning and maximization, and analyzing and making recommendations on 401(k), 403(b), 457(b), or IRA accounts. With Wealth Engineers, you can rest assured you're getting the most comprehensive financial advice available.

Cadilac Law, PLLC

I am a trusted and experienced attorney, providing services to the Dallas area for five years. My goal is to help families and businesses plan ahead and safeguard their future. I offer advice on tax savings, risk reduction, asset growth and business and family protection. I make sure I stay up to date with the law and its advancements, so I can provide my clients with the best counsel available. I have a background in real estate, insurance claims and corporate contracts. I work with other professionals such as CPAs, financial planners and life insurance specialists to make sure my clients are in the strongest legal and financial position. I take an individual interest in all my clients and their families, acting as an advocate for them and ensuring their rights are protected. The services I provide include business planning, development and formation; contract preparation, review and negotiation; debt collection; mechanic's liens; property tax protests; deeds, promissory notes, mortgages; wills, trusts, probate, power of attorney and medical directives. Cadillac Law, PLLC now offers limited Saturday appointments. I look forward to earning your trust and safeguarding your family and business.

The Financial Planer

The Financial Planner has been providing insurance solutions for over two decades. Our team is experienced and knowledgeable, ensuring that you get the best coverage for your needs with no hassle. We specialize in providing life, Medicare, health, dental, mortgage, annuity search, Obamacare, and home health care insurance products, as well as tailored coverage for those with chronic health conditions. Let us help you find the plan that best fits your lifestyle.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.

Brandie Becker Osburn - Prudential Financial

As an experienced Financial Planner, I offer professional assistance to business owners and individuals alike. My mission is to help my clients reach their financial goals through sound advice and guidance. At Integrity Planning and Investments LLC, we are passionate about creating strong relationships with our clients based on trust, respect, and integrity. With my expertise and Prudential Financial's solutions, I am equipped to provide a wide spectrum of services to assist you in managing your finances. Whether you are just starting out, transitioning into retirement, or somewhere in between, I can help you make the best decisions for your current and future financial situation. Together, let us work towards achieving your goals.You can trust our team to provide you with the best advice and service. We're here to help so don't hesitate to contact us if you have any questions.