Henry Novak

Infinium Investment Advisors

Infinium Investment Advisors is a Denver financial advisor dedicated to the needs of emerging affluent, young-to-senior execs and pre-retirees. With more than 30 years of experience in asset management, we offer comprehensive wealth management services including financial planning and investment management. Our independent advisory firm provides services to clients in Colorado, Michigan, Nevada, the United Kingdom, and beyond. Infinium takes a unique approach to risk management by adjusting assets based on current and anticipated markets, with priority given to protecting capital. This allows our clients to free up their time and energy to focus on family, career, philanthropic pursuits, and personal development. As part of our plans, we specialize in 401k Rollover and IRA Rollover work. At Infinium Investment Advisors, we understand the value of your trust and work to honor it. Our experienced team uses a fresh approach to asset management that helps you get the most from your investments. Contact us today to learn more about our services.

Cris Financial

Cris Financial (Cinco Ranch Insurance Services) is a full-service, independent financial firm that helps people reach their economic goals. We provide a broad range of products and services to pre-retirees and retirees as well as business owners, and are committed to tailoring our advice to each individual. Our team of licensed financial advisors focuses on safe investment alternatives with minimal risk. We prioritize protecting clients' principal, keeping them shielded from market downturns. We also offer retirement income planning, wealth management, tax management, retirement strategies, estate conservation, insurance and annuity products, IRAs and IRA rollovers, and 401K rollovers. Cris Financial is the perfect choice for conservative investors. Our experienced advisors provide personalized service and sound guidance in order to take advantage of any financial opportunities available.

Insight Wealth Strategies - Livermore

Insight Wealth Strategies - Livermore is a financial planning and wealth management firm that provides retirement planning, investment advice, estate planning, asset management, and other services to individuals and families. Our experienced financial advisors are committed to providing comprehensive solutions designed to help you reach your financial goals. We offer fee-based advice and utilize advanced strategies, such as 401k rollovers, tax reduction strategies, investment management, and stock option planning, to ensure that you get the most out of your investments. In addition, we specialize in special needs financial planning, long-term care, annuities, and are certified Financial Planner™ (CFP). 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.

The Financial Architects

The Financial Architects are experts in financial planning, offering a wide range of services including IRA and 401K rollovers, income protection, disability/illness protection, injury/death insurance, lifetime income, retirement planning, health insurance, key man insurance, business insurance planning, inheritance planning, living trusts, estate planning, group retirement plans, life insurance and final expense insurance, and Medicare Advantage and Medicare Supplements. They specialize in helping individuals and businesses achieve their financial goals. 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.

Legal Ink

Legal Ink is an independent business providing professional legal document preparation services. We specialize in areas such as divorce, child custody, child support, spousal support, modifications, qualified domestic relations orders, marital settlement agreements, declarations, prenuptials, judgment collection, name change, notary services, process server, wills, power of attorney, living trusts, resume preparation, contracts, travel letters for minors, and general forms. Our team is also now offering financial services, including 401k rollovers, term and whole life policies, and investment options. All of our services are registered, certified, and bonded, and we are committed to providing the highest quality of customer service. Call us today for more information. 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.

Rowell CPA Group

Rowell CPA Group is a full-service, family-owned accounting firm offering a variety of services. We specialize in tax preparation, estate planning, payroll services, tax minimization planning, IRS issues, 401K rollovers, offers in compromise, state tax issues, audit help, the Affordable Care Act, setting up a new business, 1099 preparation, personal property returns, sales tax returns, 501c3 charities, sale of business, succession planning, QuickBooks training, health insurance, life insurance, annuities, 403B rollover, 457 rollover, safe retirement options, and free consultations. Our experienced team of professionals is dedicated to providing our clients with the best advice and highest quality work. We are committed to helping our clients reach their financial goals through sound planning and creative solutions. Our expertise extends beyond tax and accounting, and includes health insurance for both individuals and small businesses.

Think Smart Retirement

We provide life insurance with living benefits that covers chronic, critical, and terminal illnesses. Our services include term insurance, ROP insurance, permanent insurance, 401k rollovers, annuities, IRAs (both Roth and Traditional), long-term care, debt settlement, mortgage protection insurance and more. We serve all of San Diego County, including San Ysidro, Chula Vista, National City, Linda Vista, Point Loma, La Jolla, Clairemont, Mira Mesa, Oceanside, San Marcos, Vista, Escondido, Spring Valley, La Mesa, El Cajon, Ramona, Lakeside, Fallbrook, Temecula, Murrieta and surrounding areas. Please contact us to find out if we service your city. Think Smart Retirement is here to provide you with life insurance that comes with living benefits. This type of insurance covers chronic, critical, and terminal illnesses. Our services include term insurance, return of premium (ROP) insurance, permanent insurance, 401k rollovers, annuities, IRAs (both Roth and Traditional), long-term care, debt settlement, and mortgage protection insurance. We serve all of San Diego County, San Ysidro, Chula Vista, National City, Linda Vista, Point Loma, La Jolla, Clairemont, Mira Mesa, Oceanside, San Marcos, Vista, Escondido, Spring Valley, La Mesa, El Cajon, Ramona, Lakeside, Fallbrook, Temecula, Murrieta and the surrounding areas. Get in touch with us to see if our services are available in your city.

Deacon & Deacon Insurance Agency locally owned, independent employee benefits, insurance, and investment consulting firm

Deacon & Deacon Insurance Agency is a locally owned, independent employee benefits, insurance, and investment consulting firm. Our only purpose is to help you align your financial goals through a thorough analysis of your situation, and to assist you. As independent professionals, we have partnered with highly rated companies and will work with you to find a viable solution to your needs. Call us today for: Insurance Plans for Employer Groups, Individuals, Families, Self-Employed Employee Benefits Health Insurance Life Insurance (Term, Whole Life, Universal Life, etc.) Long Term Care Insurance Disability Income Insurance Retirement Plans 401K rollovers IRAs Business Succession Planning, Key Person Life Insurance Planning, Buy-Sell Agreements.