Zachary Brickner - Village Real Estate Services

Money Managers Financial Group

At Money Managers Financial Group, we provide straightforward advice and guidance to pre-retirees and retirees as they plan for their future. We have been in the business since 1987, helping people make informed decisions and avoid costly mistakes. Our team has the knowledge and experience to help you lower your tax bill and reduce taxes on Social Security benefits. We can also help increase your estate, maximizing protection for your financial future. Our goal is to ensure that you are able to meet your goals and face retirement with confidence. 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.

Money Managers

Money Managers, Inc. is a professional financial services provider with offices in Las Vegas and Southern California. Our goal is to provide clients with assurance and a sense of security that their future finances are in the hands of reliable advisors. Our experienced team offers a range of services including Investment Management, Financial Planning, and Retirement Planning. We strive to provide our customers with clarity and peace of mind about their financial wellbeing.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.

Money Management Services

At Money Management Services, we are an independent fee-only registered investment advisory firm with 25 years of experience in providing comprehensive financial planning and wealth management advice to individuals and business owners. We are based in Birmingham, Alabama and have a mission to provide our clients with fiduciary excellence, integrity, transparency and a sense of family.Our team of experienced professionals are dedicated to helping you make informed decisions about your financial future. We take the time to understand your individual needs and develop tailored strategies designed to help you meet your goals. Our services include portfolio management, retirement planning, tax planning, estate planning, risk management, debt management and more. We value our relationships and strive to create an atmosphere of trust and support for our clients.

Regatta Research & Money Management

At Regatta Research & Money Management, we are dedicated to helping our clients reach their financial goals and live a stress-free retirement. We pride ourselves on providing the highest quality of service and advice to ensure that all of our clients' investments are secure and their assets are properly protected. Our team has a commitment to excellence and is committed to helping our clients make the best investment decisions for their future. We offer a range of strategies and products to minimize taxes and safeguard investments for a lifetime. Our experienced advisors provide tailored advice to ensure that our clients receive the best possible outcome.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.

Savy Cents - Personal Finance & Money Management

SavyCents is dedicated to helping people make smart financial decisions and manage their money responsibly. The company provides tips, resources and everyday advice on budgeting, saving, obtaining credit cards, understanding credit reports and scores, reducing debt and preparing for homeownership. Their main focus is to give people the opportunity to save money while making sound financial choices. The team at SavyCents strives to offer an array of services and guidance that are both accessible and easy to use. They provide knowledge on renters' and homeowners' rights and responsibilities, as well as advice on how to navigate the process of becoming a homeowner. With their help, individuals can take control of their finances and make informed decisions about their money.

JD's Tax-Smart Wealth Management

JD's Tax-Smart Wealth Management is devoted to providing peace of mind to the prosperous. We help our clients plan for retirement in an individualized way while safeguarding their wealth, pursuing their goals, and minimizing their taxes. We put our clients first, taking the time to get to know and understand their needs, hopes, and long-term objectives. We develop strategies specific to each person's unique situation and then work to implement and monitor them.At JD's Tax-Smart Wealth Management, we are aware of the financial difficulties many families face today. Whether it is managing debt, saving for college, or planning for retirement, these personal monetary issues can be daunting. Our goal is to use all our resources to assist you in reaching your goals. We do not accept conventional wisdom at face value and are always looking for new methods of investing and preserving wealth for our clients. Our entire staff puts all their energy, commitment, and effort into helping you succeed and making sure you are satisfied with our services.

Smart Portfolio Management

Are you thinking about retirement? Have you been asking yourself whether you can afford to retire now or if you are saving enough for retirement? It is important to consider all your options and create a plan that meets your needs. Smart Portfolio Management can help you review your 401(k) investment election options, minimize taxes while maximizing your retirement income, and ensure that you are investing your savings appropriately based on your risk tolerance. We can also help you prepare for long-term illness in retirement and protect your retirement savings from stock market declines. Additionally, we can provide comprehensive advice if you are expecting an inheritance or inherited IRA, selling your business and needing business succession planning, or have won the lottery and need help handling the money. Our advisors can also help you with retirement and financial independence planning, estate planning, social security benefit election strategies, required minimum distributions from qualified retirement savings, and major life changes such as death of a spouse, divorce, or a qualified domestic relations order. We can review your variable annuities, life insurance, indexed annuity, and fixed annuity plans, as well as your deferred compensation plans and Medicare supplement coverage or Medicare advantage coverage options. Finally, we can advise you on how to draw down on your retirement savings without running out of money before running out of life. At Smart Portfolio Management, we understand that retirement planning requires more than just financial knowledge. Our team of experienced advisors will work closely with you to ensure that your plan meets your goals and lifestyle needs. Contact us today to learn more about how we can help you prepare for a successful retirement.

Smart Path Wealth Management

Smart Path Wealth Management is a financial planning and investment management company based in the East Bay Area for technology professionals. We offer tailored strategies to help our clients reach their financial goals. 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.