Community Educational Funding

Aspen Wealth Planners LLC

Portfolio analysis is a key component of financial planning. It involves reviewing an individual’s current investments and providing portfolio recommendations tailored to the individual’s specific goals and circumstances. As part of this process, tax planning and preparation should be considered to ensure that the most tax-efficient strategies are implemented as part of the investment plan. Insurance review is another important element of portfolio analysis, with the aim of ensuring that adequate coverage is in place for both present and future needs. Goal setting is an essential aspect of any comprehensive financial plan. Financial planners should work with clients to identify their long-term objectives, map out realistic steps to achieve those goals, and track progress against these benchmarks. Cash management and budgeting are two further facets of financial planning which provide guidance on how to save and manage funds on a daily, monthly and yearly basis in order to achieve financial success. Retirement planning is also a fundamental component of any financial planning strategy. It involves assessing current resources and determining appropriate strategies to ensure sufficient resources are sufficient to meet retirement goals. Tax-efficient charitable giving and college funding are other areas that should be included in a comprehensive financial plan. Both of these strategies can help to maximize the benefits of financial resources for both the recipient and their loved ones.

Centric Financial Group

Centric Financial Group is a financial services provider with a mission to help individuals, families, and businesses reach their short-term and long-term financial goals. The company offers a range of services to meet the needs of their clients, including personal wealth services, corporate financial solutions, life insurance, legacy preparation, annuities, asset-based long-term care solutions, disability income insurance, retirement strategies, investments & managed money, college funding, and health insurance. They also provide group term life insurance, group voluntary life insurance, short-term and long-term group disability, voluntary group disability, and retirement plans such as 401(k), 403(b), and 457. Additionally, the team at Centric Financial Group can assist with business succession planning, key person coverage, and supplemental executive retirement strategies.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.

The Lee Accountancy Group

Like many accounting firms in the Bay Area, we specialize in working with small businesses, and much of our work focuses on taxes and accounting. But we believe we set ourselves apart by working with individuals to help them with financial planning, estate planning and elder care. We work with our clients to make sure that life events are recorded, that they are creating college funds for their children's education, helping them with estate planning and taking care of their aging parents with our elder care program. Specialties: We're also pragmatists. While we're always there for our clients, we also encourage them to be as self-sufficient as possible. Many business owners these days are using Quickbooks to manage day-to-day bookkeeping. We're Quickbooks experts and we help set up these applications and provide training and troubleshooting.

The Financial Architects - Orange County

We are open during COVID-19 stay at home order and will be happy to setup a free zoom consultation. Contact us to schedule an appointment at 714-851-7274. We specialize in: 1. 401K/403b/IRA rollovers protecting from risk and fees: 3%-10% matching bonus to owners 2. Income protection with living benefits 3. Tax-Reduction Planning (personal and business) 4. SEP IRA/SIMPLE IRA/Roth IRA/Pension plans/Tax-Free Retirement Plan 5. Personal Pension Plans/Guaranteed lifetime income 6. Estate Planning & Legacy Preservation (personal and business) 7. Life Insurance: Term Life (cheapest cost) & permanent life with cash value 8. Long Term Care & Living Benefits & Disability Income Plan 9. Tax-Free College Funding Plan If you need answers to your questions, you have come to the right place.

Cornerstone Financial Consultants

At Cornerstone Financial Consultants, we understand that successful retirement planning requires more than just building assets and protecting them. It involves creating a unified strategy to meet the individual needs and wants of our clients. That's why we take a unique team approach when it comes to retirement preparation. Our team consists of CPA's, attorneys, and other financial professionals who can help create a comprehensive plan to provide tailored solutions for each client. The process begins with an in-depth evaluation of your current financial situation. This helps us to get a clear understanding of your objectives and goals. With that information, we are then able to customize appropriate strategies that work best for you and your vision. This could include tax free retirement strategies, guaranteed spending & income plans, college funding, tax management, investment planning, retirement planning, estate conservation, cash management, and charitable giving. Our commitment to you is to provide sound financial guidance and a comprehensive retirement solution. We strive to give you the tools and advice you need to achieve your retirement goals and protect your wealth. With our team of experienced professionals, we are confident that together we can create a solid plan for your future.

Finerpoints Accounting

Payroll, quarterly taxes, daycare accounting services, business accounting, personal taxes, and business taxes are just some of the many types of financial services available. FASFA planning can help with college and university funding and financial aid. Divorce financial planning and divorce mediation are important services to consider in the event of a marriage dissolution. It is typically wise to consult a certified financial expert to ensure that all types of financial matters, from payroll and taxes to business accounting, are handled accurately and compliantly. Personal taxes are highly personal and require special attention to ensure they are being calculated properly. Business taxes, like personal taxes, must also be prepared with accuracy and care. FASFA planning can help guide parents and students through the college funding process. Divorce financial planning and mediation are important services that couples may need to consider in the event of a marriage dissolution. No matter what type of financial service is needed, it is important to consult with a professional who is knowledgeable and experienced in the area. Doing so will help ensure that all financial matters are handled correctly and in compliance with the necessary rules and regulations.

Diversified Concepts And Investments

At Diversified Concepts and Investments, we are committed to providing our clients with the best financial advice and protection services. We specialize in mortgage protection, life insurance, health insurance, annuities, college funding, and retirement planning. Additionally, we offer life insurance policies with "Living Benefits" for individuals with critical, chronic, and terminal illnesses. Our team of experienced agents is dedicated to serving clients nationwide. We uphold our core values of integrity, innovation, and growth in all that we do. 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.

Mann & Associates

Mann & Associates APC is an accounting firm focused on financial reporting and assurance, tax accounting, and management accounting. Our experienced team assists clients with audits, reviews, compilations, planning and compliance for individuals, corporations, not-for-profits, partnerships, LLCs / LLPs, estates and trusts, as well as IRS and FTB filings. Additionally, we provide assistance with setting up accounting systems/procedures, profit planning, forecasting and budgeting, as well as financial analysis for investments, estate, retirement and college funding planning. We are committed to providing our clients with quality services and advice. 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.