Financial Progress Program

Synergy Financial Management

Synergy Financial Management, LLC is part of a financial system that offers three services to business owners: money management, valuation and consulting, and M&A advisory services and business transactions. Individuals and trusts can also benefit from two professional services: money management and comprehensive financial planning. We help entrepreneurs integrate their personal and business financial planning. We provide assistance in acquisitions, marketing and promotion of businesses for sale, and maximizing a business's value. Starting the day a business opens its doors, it's important to start an exit plan. We give practical advice to avoid pitfalls that could reduce a business's value. We offer a free Wealth Assessment Check-up to begin our relationship. Afterward, we can suggest a custom solution to meet your objectives. Contact us today and see how we can help you optimize your exit plan.

Abel Financial Management

Abel Financial Management is a boutique, independent financial planning firm dedicated to helping upper middle class clients reach their goals. Our experienced team of financial advisors will work with you to create a holistic, fee-based financial plan tailored to your individual needs. This plan can cover everything from investment management, retirement planning, and estate planning to evaluating insurance needs. We believe that our personalized approach provides the best chance for success. We are passionate about helping our clients succeed and welcome the opportunity to meet with new clients. With our extensive knowledge and experience, we are able to provide valuable guidance and advice on all aspects of financial planning. Let us help you reach your financial goals today!

Ringold Financial Management Services

Ringold Financial Management Services is a full-service accounting firm staffed by experienced Certified Public Accountants (CPAs). Our CPAs provide tax, auditing, bookkeeping, and compliance services that assist our clients in achieving their financial goals. As a QuickBooks ProAdvisor, we are also able to provide QuickBooks training and help our clients set up accounting systems that make their financial operations more efficient. We have provided outstanding results for our private and public sector clients, helping them save millions of dollars. 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.

LOD Financial & Management

LOD Financial & Management Inc. is a well-known business in Houston, Texas providing accounting, bookkeeping, financial consulting and tax services for people of all sizes. We have a reliable team with extensive knowledge and experience in handling tax issues that can help you with any of your needs. Our mission is to assist our clients with the accuracy and efficiency they deserve. At Lod Financial & Management Inc., we specialize in tax preparation services for individuals and businesses in the Houston area. Our team of experienced professionals is here to ensure that you get the most out of your tax returns. Our team has the expertise to provide you with the best advice and assistance you need. We guarantee to provide you with the most accurate and up-to-date information so that you can make the right decisions for your taxes.

RTJ Financial Management

At RTJ Financial Management, we strive to assist busy professionals including entrepreneurs, freelancers and executives in managing their finances and achieving financial success. We make it easier for these individuals to navigate the complexities of their financial lives. 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.

Fortitude Financial Management

At Fortitude Financial Management, we specialize in providing tax preparation and business consultation services with an emphasis on accuracy and integrity. Our team of expert accountants is dedicated to helping our clients maximize their returns while avoiding any potential red flags or audit triggers. Our services are tailored to the unique needs of entertainment clients and small businesses. We have a wealth of experience in this area and are committed to delivering the best possible outcome for our clients.

Spartan Financial Management

Spartan Financial Management is a financial planning firm that provides comprehensive services to clients with assets ranging from $30K to $10MM. We have an extensive network and specialize in taxes, insurance, wealth management, and other services for seniors and those eligible for Medicare. 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.

Von Haefen Financial Management

At Von Haefen Financial Management, our mission is to put our clients’ needs first. We are a fee-only financial planning firm and don't sell or receive commissions or any other incentives, guaranteeing that the advice we provide is solely in our clients’ best interests. Our flat-fee structure ensures that our clients can trust us to prioritize their needs.We offer comprehensive financial planning services to individuals, families, and small businesses. Our team takes an in-depth look at your current financial situation and provides tailored recommendations that will help you maximize what you have now and build a secure and enjoyable future.