Retirementwow

Bruce Fosdick

Bruce L. Fosdick, CPA, PC is a full-service accounting firm committed to providing professional, tailored services and advice to our clients on a wide range of financial and business matters. Our clients include individuals, small to mid-sized businesses, governmental entities, non-profit organizations, and homeowners' associations. We work hard to meet the specific needs of our clients so they can plan for the future and reach their goals in an ever-changing financial and regulatory environment. Our range of services includes Tax Management Services, Accounting Services, Assurance and Advisory Services, Audits, Reviews, and Compilation, Estate and Trust Planning, and Tax Preparation. We also provide Financial and Retirement guidance. At Bruce L. Fosdick, CPA, PC, we make sure that all of our clients have access to comprehensive, knowledgeable services. We understand the importance of staying informed and ahead of the curve when it comes to taxes and other matters related to personal finance, business operations, and success.

Danny Chamorro - Primerica Representative

At Danny Chamorro - Primerica Representative, we understand that families have unique financial needs. We provide tailored plans to help them meet their goals, no matter their budget. Our services include retirement planning, college savings with 529 plans, and term life insurance. We offer our assistance in person, via Zoom, or by visiting the family's home. Our team takes the time to get to know each family so that we can design a plan that is tailored to their individual requirements. We strive to ensure that our clients can achieve their goals and protect their assets for the future. With our professional guidance, individuals and families can take the steps necessary to secure their financial futures.

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.

The Retirement Solution

The Retirement Solution is dedicated to helping its clients achieve their financial goals in retirement. We understand that many individuals have questions about when they can retire and how much money they will be able to spend each month. That's why we offer comprehensive retirement distribution plans that take into account your income, taxes, and stock market fluctuations. Our experienced planners have diverse backgrounds that allow them to provide you with the most effective guidance. We work with you to reduce taxes and increase income for security and peace of mind. Plus, our cash flow plans give you flexibility and stability that can span your entire retirement. At The Retirement Solution, we strive to ensure that all our clients succeed in retirement by providing them with the best financial advice possible. Regardless of your age or stage in life, our team is here to help you make the most of your financial future.

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.

Ruth Goldstein - Mainstreet Financial Group

Retirement planning is no longer as simple as it once was. Social security and pensions are often not enough to cover costs and require an intentional income plan. To assist with this, Ruth Goldstein from Mainstreet Financial Group offers consultation services over the phone, by Zoom or in person. Mainstreet Financial Group provides personalized retirement planning advice to ensure that clients have the best possible chance of succeeding in achieving their financial goals. The team is knowledgeable, experienced and dedicated to providing the best customer service. They take the time to understand each client's individual needs and create a tailored plan to maximize their retirement savings. With their guidance and expertise, individuals can have the confidence to prepare for a secure financial future.

ERISA Consultants

ERISA Consultants, based in Nashville, TN, provides personalized retirement plans and guidance for companies and employees. Our team of experienced retirement professionals can help you plan for a secure future. We offer comprehensive services to ensure that your retirement goals are met. With our assistance, you can get on track towards a successful retirement.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.

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.