KAM South

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.

Retirement Strategies

The Retirement Strategies Team is devoted to assisting individuals and families craft a retirement experience of comfort and security. Our mission is to take away the confusion from the financial planning process and provide you with the ability to concentrate on what matters most. We develop a plan that will get you where you want to go quickly and efficiently. Our team provides solutions to address your retirement issues and queries. We are here to help you manage and understand your financial journey. With our guidance, you can make informed decisions to reach your financial goals. We offer personalized services tailored to your individual needs. Our experienced professionals have the knowledge and expertise to help you create a retirement lifestyle that fits your goals and objectives. Whether it’s creating a budget or strategizing investments, we will be with you every step of the way.

Epstein & White Retirement Income Solutions

At Epstein & White Retirement Income Solutions, our mission is to help clients achieve a secure and enjoyable retirement. We specialize in providing tailored financial strategies for pre-retirees and recent retirees, taking into account their individual needs, wants and goals. Our team of experienced professionals act as personal CFOs, creating an income plan that is both comprehensive and sustainable. We value our clients and prioritize building strong, lasting relationships with them. With over 35 years of combined experience, David and Bradley are able to provide customized investment strategies and solidify retirement income plans that meet both short-term and long-term objectives.

Clear Income Strategies

Clear Income Strategies Group offers a comprehensive retirement planning service to protect clients against any and all market conditions. They strive to provide personalized assistance, taking a hands-on approach to ensure that each client's individual needs are met. Their goal is to help plan for a secure future.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.

Retirement Strategy Group

Retirement Strategy Group is committed to providing high-quality, independent financial advice to clients who care about their retirement. We strive to ensure that our services are in the best interest of our clients. Our affiliate office can be found at 389 N. University Avenue, Provo, UT 84601.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.

Retirement Income Advisers

Retirement Income Advisers, located in Mooresville, NC, offers a range of services to help you plan for retirement and your financial future. These services include Retirement Planning, Financial Planning, Investments, 401k IRAs, Fee Based Planning, and CPA Services. Let us help you prepare for a secure retirement. 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.

Retirement Income Planning

We specialize in helping people who are either approaching or already retired to create and manage a financial plan that will secure their future. Our services focus on long-term investments, crafting a retirement income plan, as well as estate planning.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.

Hughes Retirement & Financial Strategies

At Hughes Retirement & Financial Strategies, we are dedicated to helping people achieve their financial goals. Our experienced advisors focus on providing a range of services including investment planning, tax planning, and retirement income planning. We also specialize in Social Security benefit optimization. Our team is proud to serve the communities of Schaumburg, Roselle, Bartlett, Itasca, Arlington Heights, Rolling Meadows, Hoffman Estates, Streamwood, Palatine, Elk Grove Village, and Medinah. Our financial advisors have the expertise and knowledge to help you invest and plan for your future. With years of experience, our team can provide guidance on how to maximize your Social Security benefits, as well as assist with tax planning, retirement income planning and more. Our goal is to help you reach your financial objectives and give you peace of mind.

Retirement Capital Strategies

Retirement Capital Strategies can help you to make the most of your retirement. We are here to help you with clarifying your vision for retirement, balancing between competing priorities, and identifying and developing financial resources that will provide for your needs and desires when you retire. We are committed to making sure you have a secure and comfortable retirement. 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.

Retiring Edu DBA For Teachers Financial & Insurance Solutions

Retiring EDU is an Insurance Firm that offers retirement income and protection strategies using life insurance and annuity products. Our services focus on the financial needs of educators and school employees, and include a complimentary pension analysis. Our licensed insurance professionals are independent and can offer a wide array of insurance products and services to help meet your unique needs. With Retiring Edu DBA for Teachers Financial & Insurance Solutions, educators and school employees can secure a comfortable retirement. Our team of licensed insurance professionals have years of experience in retirement income strategies and information, and we're committed to help you navigate the complexities of pensions and retirement income and protection strategies. Let Retiring EDU help you retire with greater confidence. For more information, visit our website: https://retiringedu.com

Manuel A Rodriguez Income Tax Service

Manuel A. Rodriguez Income Tax Service is an accounting firm located in Union City, New Jersey that offers tax services to clients in all 50 states. Our mission is to help you manage your finances effectively and efficiently. Our team of experts have extensive experience in dealing with state and federal notices, so if you ever receive one, don't hesitate to contact us for assistance. Our services include helping you maximize deductions, prepare and file taxes, plan for retirement, and other strategies for financial success. We strive to provide the best quality service possible to ensure that you and your family are financially secure.

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.

Cornerstone Financial Partners

As an independent financial services agent at Cornerstone Financial Partners, I'm committed to helping families safeguard their assets and their loved ones. My expertise lies in making life insurance, disability insurance and annuities understandable and implementable, so that clients can make the best decisions for their unique situation. I offer a wide range of options, from permanent life insurance (whole life, index universal life, universal life) and term insurance, to disability insurance and fixed index annuities. Additionally, I'm able to provide social security planning, retirement income planning and strategies. At Cornerstone Financial Partners, I'm dedicated to providing the highest level of service to my clients. My independent status allows me to search through various insurance carriers to find the best fit for any given situation. I strive to make sure that my clients are informed and educated on the products and services they are receiving, so that they can make the best decisions for their financial needs.

The Retirement Solution

At The Retirement Solution, we help our clients answer the questions of when they can retire and how much money they can spend. We provide a comprehensive retirement plan that is designed to protect income from stock market fluctuation and to maximize cash flow through tax reduction and increased income. Our team of experienced planners specialize in creating a personalized retirement plan that will last throughout our clients' retirement years. We understand the importance of having a secure retirement plan and strive to provide our clients with the comfort that their hard-earned money will be available to them throughout their retirement. Our planners are knowledgeable and adept at providing our clients with the best possible retirement strategy that meets their individual needs.