Good Life Asset Strategies

Blue Chip Partners

Blue Chip Partners is a financial planning firm that provides personalized service and expert technical advice to help clients reach their goals. The company was founded in 2004 under the name Steinberg Planning and Investment Management and changed its name to Blue Chip Partners in 2010. It serves corporate executives, high net worth individuals, and those nearing retirement, offering investment strategies and blue-chip portfolio management. With more than 600 families relying on them for wealth management, they strive to provide the best service possible. Blue Chip Partners offers a range of services, from investment management and retirement planning to executive compensation and estate planning. Their highly credentialed team has the experience and knowledge necessary to tailor unique solutions to each client's needs.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.

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

Plotkin Financial Advisors

Plotkin Financial Advisors, LLC, is an independent investment advisory and financial planning firm.  Founded in 2000 by Shimshon Plotkin, Shim's vision was to provide personalized financial planning and asset management services to high net worth clients in the Washington, DC metropolitan area. Today, his team manages well over $100 million in assets for various clients. At PFA, we're in the business of making a difference in the lives of our clients and their families. We are guided by our core values of honesty, integrity, independence, innovation, objectivity and as fiduciaries of our clients' interests. As an independent firm we are free to craft financial plans and make recommendations that fit our clients' best. The services and investments we recommend are based on what is in the best interest for our client.

Gammon Financial, PLLC

Gammon Financial, PLLC is a financial advisor based in Burleson, Texas, just a short drive from downtown Fort Worth. Our mission is to help our clients take proactive steps to live life with purpose. We offer a range of services and products to help you create and implement your personal financial roadmap. These include wealth management, retirement strategies, estate planning, education funding, business solutions, insurance protection, and investment strategies. We understand that most people spend more time planning for their vacations than their retirement. That's why we take a comprehensive approach to helping you plan for your future. We evaluate risks and assess your wealth accumulation and management needs. We also make sure to look at any changes in your life and revise your financial strategy accordingly. At Gammon Financial, PLLC, we are committed to helping you set yourself up for a successful retirement. We will work with you to develop a plan that helps you achieve financial freedom. Get in touch with us today to start your journey towards a secure future.

Good Life Asset Strategies

Good Life Asset Strategies is a financial planning firm based in Fort Worth, Texas, that is dedicated to helping individuals realize their financial goals. Led by fee-only fiduciary advisors Justin and DeWayne Hall, the team is committed to providing personalized and comprehensive services. The firm utilizes a proprietary wealth management process that takes each client's financial objectives and risk tolerance into account to create unique investing, retirement, and business financial strategies. Good Life Asset Strategies strives to provide trustworthiness and expertise, so clients can live their best life.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.

Net Worth Advisory Group

We are Certified Financial Planners® and investment advisors who specialize in retirement planning and wealth management. We never earn commissions, but provide objective advice instead. Our focus is on helping people transition from the workplace into retirement, and making sure that those already retired have enough money to last them. Most of our clients are either very close to retirement or have already retired. We also help younger business owners find ways to save for their retirement. At Net Worth Advisory Group, we make sure that all our clients have a comprehensive financial plan, and then meet with each client every six months to ensure that it is up to date and that investments are performing well. As a NAPFA-registered fee-only advisory firm, we only offer advice that is in our clients' best interests, and not tainted by a desire to sell products that could pay us large commissions. It is important to note that anyone can call themselves a financial planner. However, only someone who has met the strict education, examination, experience and ethical requirements set by the CFP® board can become a Certified Financial Planner® (CFP®). Out of approximately 800,000 financial advisors in the US, only 55,000 have earned this designation. All of the advisors at Net Worth Advisory Group are either CFPs® or CFPs® in training.

Fort Worth Community Credit Union

Since 1940, Fort Worth Community Credit Union has been dedicated to meeting the financial needs of the North Richland Hills, TX community. We are committed to providing our clients with the best customer service and helping them achieve their financial goals through our 24/7 online banking and mobile banking app. Our team is ready to assist our customers in any way possible, from opening new business accounts to exploring loan options and managing credit cards to comprehensive financial planning. At FTWCCU, we prioritize creating meaningful relationships with our customers and treating each one with the utmost respect. We strive to be available for you when and how you need us, and to make sure that you know you are worth more to us. Visit us today to open an account!

BBJS Financial Advisors, LLC

BBJS Financial Advisors, LLC is a financial services firm that provides a range of services to help individuals and businesses achieve their financial goals. Our services include financial planning, wealth management, investment management, retirement planning, asset management, tax planning, estate planning, diversification analysis, risk tolerance analysis, hedging strategies, tax compliance, net worth calculation, needs analysis, education planning, and insurance planning. We strive to provide our clients with comprehensive advice to help them make informed decisions about their finances. Our team of qualified professionals is dedicated to helping our clients reach their goals and secure their financial future. 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.