Edward Jones - Financial Advisor: Chad R Smith

Financial Investment Solutions

It's never difficult to get funding when you have a great deal and know where to look. Financial Investment Solutions, LLC is the perfect place for quick and reliable real estate investment deals. With over 75 years of experience and more than 1 billion dollars in loan transactions, our team works with investors from all over the country and provides loans for a variety of properties, from large commercial buildings to single-family homes. Unlike traditional banking facilities, we are an asset-based lender, meaning your credit score is not the main factor in determining your loan. Instead, our underwriting process focuses on the potential of the deal. No matter what type of loan you need, Financial Investment Solutions, LLC can help you get the funding you need for your real estate investments.

Leader's Life Financial and Investment Solutions

At Leader’s Life Financial and Investment Solutions, our mission is to provide individuals and businesses with the tools and resources they need to achieve financial security and retirement goals. Our experienced team of advisors offer a variety of solutions designed to help you build and protect your wealth, including tax-free investments, retirement planning, smart investments, living benefits insurance, disability insurance, and affordable life insurance. We also offer specialized services such as 529 college savings plans, executive bonus plans, key person insurance, business buy-sell agreements, debt relief, and annuities. To help you achieve your goals, our advisors are committed to providing personalized advice and tailored strategies to address your individual needs. We understand that financial success is different for everyone, so we strive to create custom solutions that help you reach yours. 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.

Vince Abu - Unifirst Financial Comprehensive Financial & Tax Solutions

Introduction: We deliver a comprehensive financial & tax solutions for Business Owners & Professionals to significantly reduce taxes. Build income for life & provide wealth transfer to their beneficiaries. In less time, we unveil vital tax strategies & financial plans that are under-utilized. We operate like an extension of your staff and deliver a level of personalized service unmatched in the industry. Services: We work with our client's CPA's and other financial and legal experts to provide a customized hybrid wealth. Building blueprint that significantly reduces taxes & builds substantial savings to supplement future income and retirement. Our own unique defined benefit plan, DOL-compliant and approved by the IRS. Helped business owners write off several hundreds of thousands of dollars year after year. A unique and customized tax plan A customized system and holistic process Increased savings. Retirement income Significant tax and cost savings and timely review process. We have built our reputation on advising our clients on innovative ways to protect, build, and transfer wealth. While adhering to the highest standards of ethics and integrity.

Tax Relief Systems LLC Developed A Comprehensive Suite Of Premier Solutions

Throughout years of service, Tax Relief Systems LLC have developed a comprehensive suite of premier solutions. Meet high standards and ensure successful settlement. Our services include: IRS liens, business payrolls, late tax returns, bank levy, State taxes, installment negotiations, audit representation, Income trimming, compromise offering, innocent spouse and penalty abatement. Let's discuss a few of these services to give you a clearer idea.

Frost Bank

Frost Bank is a Texas-based financial services provider with over six generations of experience serving customers across the state. Our mission is to provide customers with world-class service and reliable advice for their banking, investments, and insurance needs. With a commitment to putting people first, Frost Bank offers customers friendly and knowledgeable customer service, as well as a disciplined approach to helping them make the right financial decisions for their money. At Frost Bank, customers can rely on our team of experts to help them navigate even the most complex financial decisions. Our wide variety of services are tailored to meet the unique needs of each individual, ensuring they have the best possible experience. We also offer comprehensive investment advice and insurance solutions, giving our customers the peace of mind that their money is in the right hands.

Azimuth Financial Services

Azimuth Financial Services is a comprehensive financial planning and investment solutions provider, dedicated to providing tailored services that meet each individual's unique needs. Our mission is to ensure our clients have the necessary knowledge to make informed decisions about their personal financial situation. We actively seek to empower people through education and understanding of their finances.Our experienced team of professionals have a wealth of knowledge and understanding of the markets. We provide services that cover a wide range of financial planning and investment solutions, such as retirement planning, risk management, tax planning, estate planning, and more. Our team takes the time to get to know each client, so we can better understand their needs and provide personalized advice that best suits them.

Schultz Collins

As independent investment advisors to individuals and trusts, we deliver objective financial advice and wealth management insight with risk mitigation overlays. Our client portfolios are globally diversified, low cost, and tax efficient. We serve as investment counsel for three general categories of clients: individual investors, retirement plan sponsors, and institutional investors (trusts, foundations, endowments, and corporate accounts).  Our clients are attorneys, entrepreneurs, businesses, non-profits, trusts and endowments who want a comprehensible and rational solution for a complex problem: the prudent supervision of financial assets. As a fee only advisor, Schultz Collins promotes the fiduciary standard, and is nationally recognized for our expertise on fiduciary issues. Specializations: Retirement planning, Asset Management, IRAs, Risk Management, Wealth Preservation, Charitable Giving, Trust Distribution Planning.

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.