Ross Wealth Advisors

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.

Decker Retirement Planning

At Decker Retirement Planning, our mission is to help individuals realize the retirement of their dreams. We work with retirees or those set to retire within the next five to ten years who have a nest egg of at least 350k and are facing one or more of three typical issues: fear of running out of money or knowing when they can retire, frustration over losing hard-earned savings due to market volatility, or worries about rising taxes. Our experienced team provides personalized guidance and support to help you address these concerns and enjoy a secure and comfortable retirement. We specialize in clearly showing you how to make the most of your retirement savings and investments, while also protecting against losses and taxation. Reach out today to learn more about how we can serve you. 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.

Decker Retirement Planning

Decker Retirement Planning is dedicated to helping individuals attain the retirement they have been dreaming of. Our team works with those who are retiring or planning to retire within the next 5-10 years, have a nest egg of at least 350K, and dealing with issues such as fear of running out of money, loss of savings due to stock market volatility, or increasing taxes. Our experienced team utilizes mathematical methods to provide personalized solutions that alleviate financial worries and help our clients enjoy their retirement. We strive to empower our clients to take control of their retirement and make informed decisions based on their unique needs and goals. Our staff specializes in understanding the individual nuances of each person's retirement goals and developing strategies that address their specific financial needs.

Decker Retirement Planning

At Decker Retirement Planning, we strive to help individuals who are either retired or retiring in the next 5-10 years and have a nest egg of at least 350K. Our mission is to objectively and mathematically guide these individuals to enjoy the retirement they have been wanting. We specialize in addressing three common issues: fear of running out of money, losing money due to stock market volatility and increasing taxes. Our team is composed of experienced professionals who understand the needs of our clients. We provide tailored solutions and services to fit each person's individual needs. We work hard to ensure that each individual has a successful and secure retirement plan. Reach out and one of our assistants will respond and provide additional information to see how we can be of service to you.

Decker Retirement Planning

At Decker Retirement Planning, we are committed to helping our clients achieve their retirement dreams. We specialize in assisting those who are looking to retire in the next five to ten years and have a nest egg of at least 350K. We understand that these individuals often struggle with fear of running out of money, stock market volatility, and increasing taxes. Our team is passionate about helping our clients manage these issues and create a secure and enjoyable retirement. We offer personalized services to each of our clients, taking into account their unique needs and goals. Our experts are highly trained in the field of retirement planning and strive to provide our clients with the best possible advice for achieving their retirement dreams. Through our comprehensive services, we can help you plan for your future and ensure that your retirement years are stress-free and enjoyable.

Decker Retirement Planning

At Decker Retirement Planning, our mission is to help individuals who are retired or retiring within the next 5-10 years, with a nest egg of at least 350K, tackle their fears and worries about running out of money, stock market volatility, or increasing taxes. We do this by providing objective and mathematical solutions so that they can achieve the retirement of their dreams. Our team is comprised of experienced professionals who understand the retirement landscape and have the tools needed to craft a secure financial plan for our clients. We provide personalized services tailored to each individual's needs and goals, allowing them to enjoy a comfortable retirement without worrying about their finances. Through our expertise and understanding of the current economic environment, we are able to provide sound solutions that can give our clients peace of mind.

Decker Retirement Planning

At Decker Retirement Planning, we strive to help individuals achieve the retirement of their dreams through objective and mathematical guidance. We specialize in working with those who are retired or planning to retire within the next 5 to 10 years and have a nest egg of at least 350K. Our services address three primary concerns: fear of running out of money, losing money due to stock market volatility, and increasing taxes. Our team of experienced professionals provides personalized solutions to address each individual's needs. We are dedicated to helping our clients navigate the complexities of retirement planning, allowing them to enjoy their retirement with confidence. Reach out to us and one of our assistants will be happy to discuss how we can assist you.

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.

Retirement Planning Consultants

Retirement is a goal for many and something we should all strive to be prepared for. Are you comfortable that you are ready for retirement and will remain comfortably retired? If you have any doubts, Retirement Planning Consultants can help. We specialize in creating tailored portfolios using ETFs, mutual funds, annuities and life insurance, taking into consideration taxes and RMDs. Eric J. Ayersman, CFP, CPA, MBA is available to analyze your tax situation and ensure you are making the best investments for your needs. Retirement Planning Consultants are committed to helping you achieve the retirement you deserve. Our team of experts have expertise in both financial planning and tax analysis. They are highly knowledgeable in the use of ETFs, mutual funds and annuities, as well as life insurance, to create personalized portfolios for each investor. They also make sure to take into account the RMDs and taxes associated with each investment strategy. Eric J. Ayersman, CFP, CPA, MBA is available to offer his expertise and ensure your investments are the most beneficial for you.

Michael Oana Retirement Planning Specialist

At Michael Oana Retirement Planning Specialist, we are committed to ensuring our clients have successful retirements. We work with them to plan and implement the retirement of their dreams, whether it be about travel, friends, or family. We strive to provide the best financial advice and take great pride in being a trusted advisor for our clients. Our team is dedicated to providing an excellent service, and we measure success through the relationships we form with our clients. We understand the importance of relieving worries and putting our clients at ease. With our education, training, hard work, and teamwork, we are able to provide for our families while helping others achieve their goals.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 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.

Rita Holder Law In Estate Planning, Retirement Planning And Tax Controversies

Rita Holder Law, located in Walnut Creek and San Francisco, is a well-respected firm specializing in estate planning, retirement planning and tax controversies. Our estate planning services will enable you to manage your assets, your health care, and your bequests in the event of your incapacity or death. Our passion is helping clients design their legacy. It is a priceless gift to your heirs to have planned well. If you have minor children you probably want to name the person or persons to care for them after your death. You probably also want to make sure certain or your relatives DO NOT care for your kids if you die. You must name guardians in your will. If you do not name guardians during your lifetime in your will, the court will decide who will take care of them upon your death. There are different types of conservatorships under the California Probate Code, including general conservatorships and limited conservatorships.

Oxford Retirement & Estate Planning

Oxford Retirement & Estate Planning Inc. is a five-generation family business in Arizona, providing quality financial solutions to individuals and businesses. We are focused on finding strategies to fulfill the many needs of our clients, whether they are planning for retirement or living it. As independent brokers, we have established relationships with numerous financial companies, allowing us to provide customized plans that meet our clients' goals and provide the best value. Our experienced team is here to serve as your trusted advisor; we are happy to discuss ideas and alternatives with you via telephone or in person. 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.

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.