Savvy Financial Habits

Legacy & Wealth Financial Advisors

Financial planning, investment management, IRAs, 401Ks, mutual funds, annuities, life & health insurance. I can help answer your questions in a clear and honest fashion. My goal is to help reduce my clients' stress around these financial matters and move comfortably into the next phase of their lives. I use leading investment managers and insurance companies to help my clients with their goals. All customer accounts are held at a qualified financial company for your security. I focus on working with clients that have a net worth of $100K and up. 3rd party posts on this profile do not reflect the views of our firm and have not been reviewed for accuracy or completeness.3rd party reviews may not be representative of the experience of other customers and not indicative of future results.Content should not be construed as an offer to buy or sell, or a solicitation of any offer to buy or sell any security.Legacy & Wealth Financial Advisors is registered as an investment advisor with t

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.

Derive Wealth

Derive Wealth is a financial and investment advice company dedicated to providing honest advice. We understand that discussing your financial goals can be daunting, so we make it easier by providing access to a qualified and independent Certified Financial Planner. At Derive Wealth, we don't have any products to sell, nor do we work on commissions. Instead, our only product is creating custom financial plans for our clients. Our plans cover five key areas: income taxes, cash flow, personal goals, investments, and risk management. We are committed to transparency in both the advice we give and the fees you pay. Our flat fee pricing structure is based on your individual situation and not the amount of money you have. To get an instant quote, check out our website. We invite you to experience how financial planning should be done. Come and see how Derive Wealth can help organize and simplify your life.

Financial Pathways

Financial Pathways is a certified financial planning firm that provides expert advice on financial matters throughout the entire financial journey. Our team of financial planners is dedicated to helping clients achieve their financial goals and objectives. We offer comprehensive financial planning, retirement planning, investment advice and/or management, financial advice for women, younger people, student loan analysis and college planning. Our goal is to help our clients make sound financial decisions that will put them on a path to success. Our advisors have a wealth of experience and knowledge in financial planning. They are committed to delivering personalized advice that is tailored to each individual’s specific needs. We understand that every person’s financial situation is unique, and so we strive to provide tailored solutions that are tailored to each individual’s goals and objectives. Our advisors are also highly-trained and certified in financial planning, so they can provide the most up-to-date information and guidance.

The Cash Coach - MicKallyn Elis

Welcome! I'm Coach MicKallyn, and I help those who want to save their hard-earned money. Are you ready to stop winging it financially and save more? If so, you've come to the right place. If the thought of implementing a financial plan, gaining clarity, building confidence, and eliminating financial stress feels a bit overwhelming but also exciting, then I'm your financial coach. On the other hand, if you're looking for someone to help with investments or a retirement plan, you'll need a financial advisor. (It's possible to have both!) If you consider yourself driven and future-focused, then this is the perfect fit for you. If personal development and changing habits to build a better financial future is something you value, then you're in the right place. Life is too short to be burdened with financial stress. I'm here to help. Let's get started! Schedule a 15-minute Discovery Call and let's get going.

Carbon Advisors

Carbon Wealth Advisors is a Houston-based financial services company providing tailored advice and assistance to individuals, families, and businesses. Their services include personal financial planning, wealth strategy development, and investment-grade advice. With their expertise, they aim to help clients achieve their goals and maximize their wealth potential. They provide comprehensive solutions to assist in the execution of their clients’ financial objectives. Carbon Wealth Advisors is dedicated to helping clients make sound decisions and secure their financial future. 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.

EC Credit Solutions

At EC Credit Solutions, LLC, we are committed to helping people overcome their credit issues. Our goal is to provide customized plans to each individual, and guide them through our process to help them budget and manage their money properly. We go the extra mile to be a financial coach for our clients, and work with them closely to celebrate their successes. Our team has years of experience in the credit repair industry and knows the best strategies to help our clients. We don’t offer traditional credit repair services, but instead provide comprehensive programs tailored to each client’s needs. Our services include credit counseling, budgeting guidance, debt negotiation, and identity theft protection.

Ashraf Gerges - COUNTRY Financial representative

As a COUNTRY Financial representative, Ashraf Gerges is dedicated to providing financial security for individuals. He works directly with clients to assess their specific needs and assists them in finding the right insurance and financial products and services to protect their current and future financial well-being. With a full range of products available, he can help create a tailored plan to ensure a secure and prosperous future. Mr. Gerges has the expertise to identify the best solution for every individual. He takes the time to listen to his clients and provide personalized advice on how to achieve their financial goals. He believes in building long-term relationships with his clients, and is committed to helping them reach their desired outcome. With a wealth of experience and knowledge, he is the perfect choice to ensure your financial security.

Serenity Wealth Management

Richard, a Certified Financial Planner™ (CFP®) and fiduciary financial advisor, assists individuals, families, and business owners with their financial planning needs. He has nine years of experience in the industry, eight of which have been spent as a financial advisor. His focus is on wealth and tax strategies, providing an integrated, holistic view of each client's financial situation. For active clients, Richard offers a free financial plan that allows for real-time access to assets and liabilities. This facilitates accurate net worth tracking, whether the accounts are held through Richard or elsewhere. Clients are encouraged to seek his advice on any financial matters, such as purchasing a home, organizing a budget, or analyzing job offers. Where appropriate, Richard works with local CPAs to provide an all-in-one service at no additional cost. This helps to identify strategies that are often missed when the two professions are not working together. Services offered by Richard and Serenity Wealth Management include retirement planning, investment management, portfolio management, tax planning, and fiduciary services.

Financial Coaching PLUS

At Financial Coaching Plus, our mission is to help clients get out of debt and back on track. We understand that every client’s situation is unique and requires a custom solution tailored to their needs. That’s why we specialize in taking the time to listen to our clients and provide them with guidance and patience. Our team has received special training from Dave Ramsey Solutions and we use sound financial practices to help our clients achieve their goals. We offer a wide range of services to help our clients tackle their debt, including budgeting advice, debt consolidation, credit counseling and more. Whether you are just starting out or have been in debt for years, our team is here to help you find the best path to financial freedom and stability.

Sierra Pacific Financial Advisors

Sierra Pacific Financial Advisors, LLC (SPFA) is a Fee-only Registered Investment Advisory (RIA) firm that offers its clients over a century of collective financial services knowledge. Our experts are here to help you reach your goals and make sound financial strategies more achievable than you might think. No matter where you are in life, we will be with you until you reach the finish line. We serve as fiduciaries and provide unbiased financial solutions with a single focus: our client’s best interests. We don’t just manage money; we work closely with our clients to create comprehensive, personalized plans that connect all aspects of their finances in order to achieve the best results possible. Our services include: stock options, RSUs, ESPP exercising strategies and diversification for those with concentrated stock options; tax-advantaged retirement planning for business owners; wealth management and transfer solutions for pre-and-post retirees; and financial wellness and investment services for women. At Sierra Pacific Financial Advisors, we strive to ensure our clients are making well-informed and sensible decisions throughout their financial journey - from wealth accumulation to preservation, to distribution.

Heckman Financial & Insurance Services

Creating a secure financial future doesn't have to be complicated and overwhelming. Eric Heckman of Heckman Financial & Insurance Services has developed a Blueprint To Worry Less Wealth™ which helps to maximize financial opportunities while minimizing taxes and protecting principal. His approach is tailored to each client's individual needs and will help them to create a plan for their future. Eric and his team are experts in alternative financial products and wealth management and are dedicated to helping their clients reach their financial goals. They provide personalized services to build a portfolio that is designed to protect and grow clients' assets while preserving their principal. Their process has been trademarked and Eric offers complimentary consultations so that clients can get started on their journey to financial freedom and security.

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.

Stash Wealth

Stash Wealth is a Registered Investment Advisor based in New York that helps young professionals manage their finances. Their mission is to educate and empower High Earners, Not Rich Yet (H.E.N.R.Ys™) who are often ignored by traditional financial firms. Stash Wealth offers tailored advice and solutions - from The Money Map™, a personalized one-page guide on how to better organize finances, to their signature financial plan, The Stash Plan™ - with fee-only, impartial wealth management. They provide a no-nonsense way to help their clients turn their income into wealth. 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.