Daniel Spanski-Dreffin, Investment Advisor Representative

Financial Planning Unlimited

At Financial Planning Unlimited, we can assist you in mapping out a personalized, flexible retirement plan that can put you on the path towards a financial future that allows you to enjoy the benefits of your hard-working years. Some of the ways we do this: Comprehensive Financial Plans, Retirement Planning, College Planning, Wealth Management, Review your Medical, Disability, & Life Insurance, Estate Planning, Asset Protection,  Company Retirement Plans,  Portfolio Analysis, Tax Preparation & Review plus more... Give us a call at (602) 274-0371 to assist with planning the best tax strategy along with help in developing and implementing an investment plan suited for your needs.

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.

Andrews Financial Planning

At Andrews Financial Planning, we are passionate about personal finance. Our integrated service model provides financial, legal, and consulting services on a fiduciary basis. We work with individuals and businesses to maximize resources, plan for the future, and protect their interests. Kathryn Andrews is a financial planner and licensed attorney with over 20 years of experience. Her expertise covers a broad range of topics such as savings strategies, retirement planning, asset protection, money management, real estate investment consulting, debt reduction, contract negotiation, law school admissions consulting, corporate law, equity investments, purchases and sales, liability protection, and complex business transactions. We offer our services on a fixed fee or hourly basis, depending on the customer's preferences and the nature of services required. There are no products for sale, commissions, or hidden fees, only sage counsel with your best interests in mind. Our services are guaranteed to your satisfaction. At one time or another, everyone can benefit from directed expert advice. Get started today and make sure your future is secure!

Financial Planning Consultants

At Financial Planning Consultants, we strive to help families understand their financial goals and how to achieve them. Our team of experienced professionals provides comprehensive and customized financial planning strategies to meet the individual needs of each client. By walking you through a step-by-step process, our team ensures that you are confident in your decisions and can make the most of your wealth. We are dedicated to providing personalized financial advice and services, helping you to create purpose with your wealth. Our services include assistance in determining which objectives you can afford and how to accomplish them, as well as developing a customized financial program tailored to meet your specific needs.

Hinman Financial Planning

Hinman Financial Planning, Inc. (HFP) is an independent, fee-only firm that operates as a fiduciary for its customers. With a free initial consultation, HFP offers comprehensive financial planning services to help individuals and families navigate the financial transitions and goals that occur in life stages during their 40's, 50's and early 60's. These services include investment management, retirement planning, college planning, elder care issues, estate planning, risk management/insurance analysis, charitable giving/trusts, cash flow and budgeting, and financial transitions such as inheritance and divorce. At HFP, we understand the importance of creating and maintaining a secure financial life. We are committed to working with you to develop a tailored plan designed to maximize your potential for success and meet your own specific needs.

Ballast Point Financial Planning

Ballast Point Financial Planning was founded by Shawn Tydlaska, a Certified Financial Planner (CFP®), to support young professionals and their families in achieving their financial goals. Located on the Peninsula, including Burlingame, San Mateo, San Bruno, and San Francisco, we provide fee-only financial planning services to empower our clients. We can help millennials manage their student loans and 401ks, while new couples and parents can find assistance with wills, life insurance, 529 plans, and buying their first home. Our team is committed to providing quality advice and guidance to help our clients reach their financial objectives. 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.

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.

Prism Financial Planning

At Prism Financial Planning, LLC, located in Issaquah, WA, our mission is to provide comprehensive financial advice to our clients on an hourly basis. Our clients are only charged for the financial advice they need, with no additional fees - ensuring that there are no conflicts of interest in our recommendations. Our team of experienced professionals have a wealth of knowledge when it comes to investment and retirement planning, college planning, evaluating insurance risk and personal cash flow analysis. We are committed to providing unbiased and tailored advice to our clients to help them make informed decisions about their finances.

Financial Planning Associates: Carl D Goodin

At Financial Planning Associates: Carl D Goodin, we strive to help our clients plan for a financially secure retirement. We use sophisticated financial modeling software and sound advice to analyze their cash flow before and during retirement. We also use the Markowitz portfolio optimization concept to minimize risk in their portfolios. Our services are fee-only, meaning that we do not sell products. We provide unbiased and reliable advice to our clients.Carl D Goodin has been a Certified Financial Planner practitioner since 1989, with decades of experience in providing comprehensive financial planning services. He is committed to offering competent and objective advice to his clients.

Fields Financial Planning

At Fields Financial Planning, our mission is to provide comprehensive financial and retirement planning services to families and individuals in the Columbus, Ohio area. We help our clients understand their overall financial picture, set goals for the present and future, and recognize the interconnectedness of all aspects of a financial plan. Our experienced team is trained to help clients maximize their Social Security benefits, plan income distributions, analyze portfolios objectively, and prepare for their legacy. We are also knowledgeable in life insurance and long-term care options. As independent advisors, we have access to a variety of strategies and products to meet our customers' needs. Contact us today to find out how we can help you achieve your financial goals.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.

Westfield Financial Planning

At Westfield Financial Planning, we strive to provide our clients with financial success through tailored strategies that align with their values and goals. Our team of experienced professionals is committed to offering comprehensive financial planning services, including retirement planning, investment management, estate planning, special needs planning, and financial planning for small businesses and women. We assess the risks associated with each strategy to ensure a probability of success, understanding that the future is unpredictable.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.

Pixel Financial Planning

Pixel Financial Planning is an independent fiduciary providing financial planning and investment management services. The firm employs a customized approach to address portfolio diversification, equity compensation, tax strategy, insurance, budgeting and cash flow, home affordability, retirement, estate planning and education funding. We do not provide hourly planning services.

Fullerton Financial Planning

Fullerton Financial Planning is one of 'the valleys' most trusted financial planning firms. We are dedicated to preserving your retirement dreams. We seek to become our clients' most important financial relationship.   We are an accredited business of the Better Business Bureau and certified background checked member of the National Ethics Association.  Fullerton Financial Planning has received the prestigious 2016 Hot Growth award by Republic Media.

Gold Canyon Financial Planning

Gold Canyon Financial Planning is a holistic, Fee-Only, Independent, financial planning and registered advisory firm located in Arizona.  We are dedicated to providing Financial Planning and Wealth Management to the Lesbian, Gay, Bisexual, Transgendered (LGBT) and supportive community.  We help individuals and families transform their lives through holistic or life-integrated financial planning.  We tailor strategies to met the unique needs of same-sex couples and individuals in our community.  We enjoy working with people from all walks of life.   Diane A. Ouellette, MBA, Certified Financial Planner, is proficient in Holistic Financial Planning and is highly respected for her ability to build relationships on a foundation of trust and partner with clients to help them meet their financial goals.  Partners, Diane A. Ouellette, MBA, CFP and Tracy C. Gale pride ourselves on offering exceptional client service and developing long-term, collaborative relationships.