Edward Jones - Financial Advisor: Suzy W Myers

Atlas Capital Management

Financial planning and retirement planning are important components of achieving financial security in the future. Planning for retirement should involve developing a plan for how you will save and invest for the future, in addition to considering how you can best use your current income and resources to achieve your goals. When creating a financial plan, it is important to consider all aspects of your finances. This includes setting a budget, planning for any debts you have, and assessing what investments and savings you already have in place. It is also important to consider your long-term goals such as retirement and college savings. Retirement planning is more than just thinking about how much you need to have saved when you eventually retire. It requires understanding the different types of retirement savings options, such as 401ks, IRAs, and annuities. You should also research different ways to invest and save your money, such as stocks, bonds, mutual funds, and real estate. Lastly, you should consider Social Security and other associated benefits that may be available to you. By taking the time to plan for your financial future, you can ensure that you are well-prepared for whatever life throws your way. A sound financial plan can help you reach your retirement goals, build wealth, and enjoy financial security for years to come.

Zing Credit Union

We are committed to enriching the communities of Denver, Adams, and Arapahoe Counties. We strive to provide financial opportunity through our banking services, such as loans, investments, checking, savings, and financial education. We believe that providing access to these resources can improve the financial health of our local communities. Our goal is to offer a suite of products and services that are tailored to the needs of each individual, so that they can reach their financial goals and build a better future. Through our banking services, we strive to provide access to financial opportunities that help individuals and businesses succeed. We want to offer sound solutions to support people in achieving greater financial security. At the same time, we are dedicated to educating our customers about financial literacy and providing resources for long-term financial success. We seek to empower our customers to make informed decisions about their finances and to develop healthy habits that will last a lifetime. We are passionate about supporting the growth and prosperity of our local communities by providing access to financial opportunity. We look forward to working with our customers to make this a reality.

Keep It Simple Financial Planning

Keep It Simple Financial Planning supports clients in their journey towards retirement confidence. We help them to optimize their investment portfolios, decide on the best Social Security strategy, and build a plan to enable a smooth transition from work to retirement. For younger generations, we provide coaching services to help them develop wealth-building habits and mindsets. Our team of professional advisors has extensive experience in financial planning and is committed to helping our clients establish a secure financial future. We offer personalized advice, tailored to the individual's needs and goals, as well as group coaching programs that focus on mastering the skills to build long-term wealth.

Salal Credit Union - Seattle

Salal Credit Union - Seattle was founded in 1948 by a group of nine healthcare workers who pooled their resources to begin a credit union. Our mission is to provide underserved communities with innovative financial products and services, while also promoting a healthier and more prosperous future for everyone. We now serve over 50,000 members across 18 states and are proud to be member-owned, meaning our profits go directly back to our members through lower fees, lower rates and charitable giving that directly benefits their local communities. We are federally insured by NCUA, ensuring the security of our members' funds. Our team strives to stay true to our founding roots, consistently finding new ways to support our members and the communities around them. We offer a wide range of financial products and services such as loans, checking accounts, savings accounts, and more, all of which are designed to meet the needs of our members. We also provide financial education and resources to help our members gain the knowledge and skills necessary to make informed financial decisions.

Summit Financial Consulting

Summit Financial Consulting is a family-owned investment company with a strong commitment to its clients. Our team works together to provide an all-in-one service that covers investment planning, tax planning, estate planning, college planning, and retirement income planning. We understand the importance of helping our clients achieve and maintain financial security, and we take pride in the work that we do. Our staff provides a personalized touch to ensure that our clients are comfortable and feel like part of the family. We have the resources of a large investment company, but always strive to make sure our clients are taken care of. With over four business units on site, Summit Financial Consulting is the perfect place to get sound advice and secure your financial future.

Todd Nitsche - COUNTRY Financial representative

As a COUNTRY Financial® representative, Todd Nitsche is dedicated to providing financial security and stability to people individuals. He works with his clients to identify their needs, and then provides insurance and financial products and services to help protect what matters now and plan for a successful future. His team of experts works hard to ensure that each client receives the best possible service, tailoring solutions to meet their individual needs. From life insurance to retirement planning, Todd Nitsche and his COUNTRY Financial® team are dedicated to helping customers reach their financial goals. They offer a range of options to fit any lifestyle, from investments to banking services to long-term planning. Their experience and expertise provide customers with the peace of mind that they are getting the best advice and support when it comes to their financial future.

Derek Peltier - COUNTRY Financial representative

As a COUNTRY Financial representative, Derek Peltier strives to provide financial security to individuals. His mission is to identify each individual's needs and offer a range of insurance and financial products to help protect what matters most today, and create a plan for a secure financial future. With years of experience, his team has the knowledge and resources to provide personalized service and advice to each customer. They understand the importance of having the right coverage and investment strategies, and work to provide the best possible solution for each individual.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.

Robbyn Walker - COUNTRY Financial representative

As a COUNTRY Financial® representative, Robbyn Walker is dedicated to helping people achieve financial security. Through personalized service, they work with their clients to identify their needs and provide a range of insurance and financial products and services to help them protect what’s important and plan for a more secure future. Robbyn Walker and their team are committed to providing customers with the guidance and access to resources that will help them get the most out of their financial decisions. They strive to provide a positive experience, offering friendly, knowledgeable service backed by a wide range of products and services.

Porter Insurance Professionals - Independent Insurance Agency in Memphis

Welcome to Porter Insurance Professionals, your premier independent insurance agency located in the heart of Memphis, USA. With a steadfast commitment to excellence and a passion for serving our community, we pride ourselves on providing comprehensive insurance solutions tailored to meet the unique needs of our clients. https://www.porterinsuranceprofessionals.com/home At Porter Insurance Professionals, we understand that life is unpredictable, which is why we offer a wide range of insurance services to protect you and your loved ones against life's uncertainties. Whether you're planning for the future, securing your family's financial well-being, or navigating the complexities of healthcare, our team of experienced agents is here to guide you every step of the way. One of our primary areas of expertise is life insurance. We offer a variety of life insurance options, including Final Expense Life Insurance, Guaranteed Issue Life Insurance, Whole Life Insurance, and Term Life Insurance. Our agents take the time to understand your specific needs and goals, helping you choose the right policy to provide financial security and peace of mind for your loved ones. In addition to life insurance, we specialize in Medicare insurance solutions, including Medicare Advantage plans, Part D Drug Plans (PDP), and Medicare Supplement Plans. We understand that healthcare can be confusing, especially for those approaching retirement age, which is why we're dedicated to simplifying the process and helping you find the coverage that best fits your healthcare needs and budget. What sets Porter Insurance Professionals apart is our unwavering commitment to customer service. When you work with us, you can expect personalized attention, expert guidance, and a level of service that goes above and beyond your expectations. Our team of knowledgeable agents is here to answer your questions, address your concerns, and provide ongoing support throughout the life of your policy. Whether you're making a claim, updating your coverage, or simply need advice, we're always just a phone call away. But our commitment to our clients extends beyond just insurance. We're proud to be active members of the Memphis community, and we're dedicated to giving back through various charitable initiatives and community outreach programs. When you choose Porter Insurance Professionals, you're not just getting an insurance policy – you're joining a family that cares about your well-being and the well-being of our community as a whole. if you require comprehensive insurance solutions from a team of dedicated professionals who truly have your best interests at heart, look no further than Porter Insurance Professionals. Contact us today to schedule a consultation and take the first step towards securing your future with confidence. Let us be your trusted partner in protection and peace of mind.

Members Choice

At Members Choice, we are committed to helping people achieve financial success. We provide sound financial solutions and resources to assist in their journey, as well as passion for supporting our community. Our goal is to empower people to make informed decisions about their finances, and to help them reach their goals through responsible, reliable financial advice. We strive to build strong relationships with our members, and to ensure that they receive the best possible service. Additionally, we continually strive to expand our knowledge and expertise in order to support our members with the most up-to-date resources and information. We are passionate about giving back to our community, and we believe that by offering sound financial solutions and resources, we can help people reach their full potential. 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.

Riverside Financial

At Riverside Financial, we understand that financial security and stability in retirement is an important goal for everyone. We are here to help you navigate the complexities of financial planning, providing you with the tools and expertise to make informed decisions about your future. Our team of experienced advisors is passionate about helping you make the most of your finances so that you can enjoy a comfortable and secure retirement. Our services include comprehensive financial planning, retirement planning, investment advice and guidance, asset management, and tax preparation. We strive to make the process as simple and straightforward as possible, giving you the information and resources you need to make the best decisions for your long-term financial health. With our personalized approach and commitment to excellence, we are dedicated to helping you achieve your financial goals.

Louis Tommasino CPA & Associates

Louis Tommasino CPA & Associates is a full-service accounting firm with a focus on providing quality services to small businesses and clients in the entertainment industry. Led by Louis Tommasino, the firm's mission is to provide long-term solutions that ensure financial security and soundness for each client. Louis has an extensive background in public accounting, government controllership, and private CPA practice. The firm offers a variety of services, including business management, accounting, estate and trust planning, tax preparation, trustee services, business consulting, tax management, planning and management advisory, entertainment services, reviews and compilations, financial and retirement planning, IRS representation, entity selection and restructuring, pension and profit-sharing plans, business valuation, assurance and advisory services, litigation support and forensic accounting, bookkeeping/write-up, QuickBooks accounting assistance, cash flow and budgeting analysis, mergers and acquisitions, and IT services. Louis Tommasino CPA & Associates strives to provide professional, reliable, and comprehensive accounting services to their clients. They are committed to helping their clients maximize their financial security and success.

Patelco Credit Union

Patelco Credit Union is an extensive, non-profit financial organization devoted to helping our members and localities flourish. We possess $7 billion in assets and have more than 400,000 members across the country, making us one of the biggest credit unions in the nation. Even though we have grown significantly, our primary purpose is still to assist our members in achieving financial security and freedom. In line with our mission, our corporate giving and outreach strategy focuses on basic needs such as hunger, housing and children's health. We believe that by supporting these fundamental needs, people can be better equipped to manage their financial lives. In addition to corporate contributions, Patelco employees also regularly give their time to local organizations in alignment with our outreach philosophy. We serve numerous communities all over Northern California, including the Bay Area, Sacramento and San Jose, along with the personnel of over 1,100 businesses in the United States. We look forward to meeting you soon!

WealthPlan Financial Group

WealthPlan Financial Group is an independent financial services provider dedicated to helping individuals, families, businesses and corporations reach their financial goals. Our team of experienced specialists offers a range of services including financial planning, wealth management, risk management and corporate and business solutions. We strive to provide tailored advice to our clients to ensure they achieve their financial objectives. Our advisors are backed by the resources of Lincoln Financial Securities Corporation, offering clients access to a variety of investments, products and services. We are committed to providing the highest level of customer service and strive to maintain our reputation as a trusted and reliable partner.