Global Management Advisory

Bohmfalk Financial Services

At Bohmfalk Financial Services, we offer our clients a wide range of services and expertise in tax preparation, planning, estate planning, and financial decision-making. Our team of skilled professionals strive to provide the highest quality of service and personal availability all year round. We offer mid-year reviews at no additional cost, so that our clients can stay on top of their financial situation. Our friendly and approachable staff will be there when you need them. With our combined experience, knowledge, and expertise, we are confident that we can provide our clients with the best possible advantages when it comes to their financial decisions.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.

Iron Oak Financial

At Iron Oak Financial, our dedicated advisors strive to make financial decision-making stress-free and easy. We offer a range of products and services to help our clients safeguard their financial security, while simplifying their insurance plans. 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.

Outlook Wealth Advisors

Making sound financial decisions as you enter retirement can be a daunting task. But for over 25 years, Outlook Wealth Advisors has been helping pre-retirees and retirees plan for their dream retirement. Our team of Certified Public Accountants and Certified Financial Planners® uses a holistic, fiduciary process to create personalized financial plans and comprehensive strategies. Our goal is to provide our clients with the confidence to live the retirement life they've always envisioned. Our approach to retirement planning includes income strategies, investment management, and tax mitigation solutions, as well as healthcare and long-term care strategies and estate planning. We believe that these strategies should work together in harmony and not be viewed as standalone solutions. We have a long-term view that encompasses the entire life of the client, rather than taking a short-term, transactional approach. At Outlook Wealth Advisors, we understand and respect that our clients have worked hard to earn the right to enjoy their retirement years. We will work closely with them to protect their assets and provide reasonable growth, so they can pass on their legacy to the next generation.

Financial Pathways

Financial Pathways is a certified financial planning firm that provides expert advice on financial matters throughout the entire financial journey. Our team of financial planners is dedicated to helping clients achieve their financial goals and objectives. We offer comprehensive financial planning, retirement planning, investment advice and/or management, financial advice for women, younger people, student loan analysis and college planning. Our goal is to help our clients make sound financial decisions that will put them on a path to success. Our advisors have a wealth of experience and knowledge in financial planning. They are committed to delivering personalized advice that is tailored to each individual’s specific needs. We understand that every person’s financial situation is unique, and so we strive to provide tailored solutions that are tailored to each individual’s goals and objectives. Our advisors are also highly-trained and certified in financial planning, so they can provide the most up-to-date information and guidance.

The Mortgage Professional

Making an important financial decision such as a mortgage needs to be about what is best for you. That is why it is important to have someone on your side who can make sure that the process runs smoothly and that all of your needs are taken into account. The Mortgage Professional will provide you with assistance throughout the entire process, from the first meeting to the last payment, ensuring that everything is organized and tailored to your individual needs. The Mortgage Professional team is dedicated to helping you make the right decisions when it comes to buying, remodeling, paying bills, financing education, and setting up retirement plans. With their expertise and experience, they can help you become a home-owning genius and give you the confidence you need to make the best financial decisions for you and your family.

Davie Financial Services

At Davie Financial Services, our mission is to help protect assets and create wealth for our clients. Our team provides comprehensive risk management and analysis services, as well as financial and strategic planning, to individuals and businesses. We strive to provide budget-conscious protection that is tailored to each case. Furthermore, we offer a variety of personal protection products and services such as auto, home, condo, boat, landlord/dwelling fire, and personal liability insurance, retirement planning, life, annuities, health, supplemental, and long-term care insurance. All of this is done with integrity and the highest regard for the client's needs. Our team at Davie Financial Services is highly experienced and knowledgeable in the field of risk management and asset protection. We understand that each client has unique needs and are committed to providing the best possible service. Furthermore, we are dedicated to helping clients make sound financial decisions that will benefit them in the long run. We strive to ensure that each client's investments are properly protected and that their wealth is maximized to its fullest potential.

James Knott, CPA

James Knott, CPA is a full-service accounting firm based in Nashville, TN. We are committed to delivering professional, personalized services and advice in finance and business affairs to our clients. Our team of experienced CPAs have years of invaluable knowledge to help individuals and businesses with their accounting needs. Our comprehensive range of services includes tax forms and publications, news and links to other useful sites to assist in the tax process and financial decision-making. We also provide our clients with online resources to help them make informed decisions. If you have any questions or comments, please do not hesitate to get in touch with us.

CTB Financial Services

At CTB Financial Services, we provide our customers with a unique set of capabilities and services to help them make their best financial decisions. Our expertise in Modern Portfolio Theory, income and estate taxes, and personal financial strategies is unmatched. We also focus on educating our customers and building relationships with them through face-to-face meetings. As a privately owned, independent investment advisory firm, our investment reach is global and sophisticated, giving us the edge when it comes to making smart decisions about your money. We are committed to providing quality financial advice and personal customer service. With over three decades of tax, estate planning, and investment experience, we are confident that we can help you reach your financial goals.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.

Tamara Vandiver

When you're making a big financial decision, it's important to have an experienced loan officer on your side. Tamara Vandiver is ready to provide you with the advice you need to navigate the ever-changing mortgage market. With numerous loan programs available, she is here to help you make the best choice for you and your family.Tamara offers easy-to-use tools and calculators on her website to assist you in your decision-making process. You can also submit an online application or set up a meeting with her through her secure form. No matter how you decide to proceed, Tamara is always available by phone, fax, or email to answer any questions you may have.Trust Tamara to help you find the right loan for your situation. She is committed to delivering exceptional customer service and ensuring that your experience with her exceeds your expectations. Whether you’re buying, selling, refinancing, or building your dream home, let Tamara Vandiver help you make the right choice.

Steven M. Vogt, CPA, EA

For over twenty years, the clients of Steven M. Vogt, CPA have relied on his team's personal and business tax return preparation services, full-service bookkeeping, and expert financial advice to stay on top of their finances. His staff of tax planning and financial professionals in Chandler and Queen Creek, AZ, provides highly personalized services that utilize their extensive knowledge of current laws and regulations to serve you best. Steven M. Vogt, CPA specializes in a wide variety of tax preparation services, covering individual, small business, and gift and estate taxes. His team strives to make the entire process as stress-free as possible while finding the maximum amount of deductions and credits their clients are eligible for. Clients also count on Steven M. Vogt, CPA to help them resolve IRS tax problems, with a successful track record attesting to this team's efficacy. His company always provides affordable, professional assistance to its clients when they need help the most. Steven M. Vogt, CPA also offers a wide variety of small business accounting services, ranging from payroll to check writing. His experienced accounting team has the knowledge to assist with monthly bookkeeping services, bank reconciliations, and financial statement preparation to keep business on track. When it comes to helping small businesses achieve success through smart financial decisions, this CPA firm's financial advising services are invaluable.

Schutte Financial

Schutte Capital is an award-winning financial advisor and fiduciary offering custom wealth management planning and leading investments. Our accelerated returns fund has achieved top performance and continues to be a great investment option for individuals looking to enhance their financial portfolios. We understand the importance of properly allocating funds in order to accomplish your objectives and goals. We are committed to providing you with personalized advice based on your individual needs and circumstances. Our experienced team will work closely with you to develop a plan that is tailored to reduce taxes, protect assets and maximize income. We offer a wide selection of investments, along with ongoing monitoring and periodic reviews to make sure your portfolio is performing as expected and meeting your current financial needs. At Schutte Capital, we are dedicated to helping you navigate all of your financial decisions, while preserving and protecting your hard-earned money. Visit us at SchutteCapital.com to find out more about our services and how we can assist you with your wealth management needs.

Frost Bank

Frost Bank has been a part of Texas since six generations ago, providing banking, investments and insurance services with world-class customer service. Our team of experts are available to help you make the right decisions for your finances, no matter how simple or complex the situation. We strive to put people first and offer a disciplined, time-tested approach to financial decision-making. We pride ourselves on offering an outstanding customer experience and support to our clients in Texas. With branches all across the state, you can count on us for personalized guidance and advice. Our team of experienced professionals are dedicated to helping you achieve your financial goals.

Megent Financial

Our team of financial professionals at Megent Financial can provide you with comprehensive assistance regarding your union related pensions and benefits, defined contribution plan, health and welfare, and retirement funds. We are committed to offering personalized advice and guidance that is always in your best interests. Our representatives are fiduciaries, meaning they have the knowledge and experience necessary to offer the best possible advice in order to help you reach your financial goals. We are dedicated to helping you manage your investments and make sound financial decisions.

Chisholm Financial Planning

At Chisholm Financial Planning, we are dedicated to helping you reach your financial goals. Our comprehensive services offer guidance and solutions for retirement planning, divorce planning, money management, and investment management. Our experienced team will work with you to develop a financial vision and provide you with the tools and information necessary to help you reach your objectives. We understand the complexities of personal investment management, as well as the financial implications of a divorce. Our services are designed to provide our clients with the knowledge and resources they need to make sound financial decisions. With our expertise and support, we can help you manage and grow your finances.