Birdseye Financial

Financial Planning For Women

Financial Planning For Women specializes in financial services for single, married, widow, and divorcee women. We focus on SMART financial strategies which are unique to women. Our team specializes on investment, taxation, social security, and retirement planning for women.

Retiring Edu DBA For Teachers Financial & Insurance Solutions

Retiring EDU is an Insurance Firm that offers retirement income and protection strategies using life insurance and annuity products. Our services focus on the financial needs of educators and school employees, and include a complimentary pension analysis. Our licensed insurance professionals are independent and can offer a wide array of insurance products and services to help meet your unique needs. With Retiring Edu DBA for Teachers Financial & Insurance Solutions, educators and school employees can secure a comfortable retirement. Our team of licensed insurance professionals have years of experience in retirement income strategies and information, and we're committed to help you navigate the complexities of pensions and retirement income and protection strategies. Let Retiring EDU help you retire with greater confidence. For more information, visit our website: https://retiringedu.com

Juanita McKenna Retirement & Financial Planning Services

Juanita McKenna Retirement & Financial Planning Services has been offering financial planning and education in El Paso, Texas since 2000. Their mission is to help families achieve their financial goals by providing comprehensive and personalized service that is tailored to each person's specific needs. They specialize in creating plans with a focus on long-term growth, debt reduction, and savings strategies to maximize cash flow. Their team of experienced advisors are dedicated to building relationships with their clients and helping them reach their financial objectives.If you would like to learn more about what we have to offer, please don't hesitate to give us a call today. No matter what your needs are, we will do our best to provide you with the top-notch service that you deserve.

Allstate Insurance : Roger Francis

Our family has had a long-standing relationship with Allstate for many years. We are proud to offer quality, service-oriented insurance options for our customers. We strive to make them feel like family when they come to us for their needs. At Allstate, there is a wide selection of products and services that our customers can choose from. From homes to auto to boats, we can provide insurance coverage for your valuable assets. In addition to insurance protection, we can also provide products designed to help you secure your financial future. Whether it's planning for retirement or saving for your children's education, we understand the importance of considering your long-term security. We want to help you protect what you have now and prepare for the future. Our team is dedicated to helping you reach your financial goals. For a personalized quote today, contact our agency and get a great rate in just a call or click away!

Edward Jones - Financial Advisor: Cade Wright

At Edward Jones - Financial Advisor: Cade Wright, we understand that these are uncertain times and want to do our part to help. We genuinely care about both your physical health and financial health, and are here to support you however we can. Our mission is to provide tailored face-to-face conversations so that we can work together to reach your financial goals. Whether you're planning for retirement, saving for education, or seeking tax-smart investing, we're here to help. 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.

Edward Jones - Financial Advisor: Philip D Gottsponer

At Edward Jones - Financial Advisor: Philip D Gottsponer, we understand that this is a difficult time for many people. We are here to provide support and guidance as you navigate through these uncertain times. Our team is committed to helping you protect your physical and financial health. We offer a range of services to help you reach your financial goals. Whether you're planning for retirement, saving for education or looking for tax-smart investments, our advisors are here to provide personalized advice and solutions to fit your needs. With face to face conversations, we can work together to make sure you have the resources and information needed to make sound financial decisions.

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.

Edward Jones - Financial Advisor: Todd Shelley

In these turbulent times, we are here for you to provide guidance, support, and assistance. We care about your physical and financial wellbeing, so please don't hesitate to reach out to us and find out how we can help. Edward Jones is a financial services firm that provides personalized strategies to meet your individual financial goals. With the expertise of Todd Shelley - Financial Advisor, our team can plan for retirement, save for college, and ensure you make smart investments with tax efficiency in mind. Our commitment to a face to face conversation ensures that our clients receive personalized advice and tailored solutions.

Sid Financial Services

At Sid Financial Services, we believe in helping our clients reach their financial goals. Located in San Mateo, CA, our experienced team of Investment Adviser Representatives provide support in developing comprehensive personal financial plans, including retirement funding, strategies for minimizing taxes, and protection from catastrophic losses. We also collaborate with our clients to select investments that are tailored to their individual needs and risk tolerance. Our goal is to ensure our clients have the resources they need to succeed. 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.

Edward Jones - Financial Advisor: Cassandra J Spencer

In these challenging times, we understand the importance of looking after both your physical and financial health. That's why Edward Jones - Financial Advisor: Cassandra J Spencer is here to provide you with guidance and support. We want to listen to your needs and work together to find the best solutions for you. At Edward Jones - Financial Advisor: Cassandra J Spencer, we believe that your financial goals deserve an individual approach. Our experienced team of financial advisors can help you plan for retirement, save for education, and make informed investment decisions in a tax-efficient way. With our expertise and support, you can rest assured that your finances are taken care of.

Capital Planning

At Capital Planning, our mission has always been to provide clients with impartial advice to help them make important financial decisions. Our advisors have a wealth of experience and knowledge, having worked in the industry for an average of 25 years and with us for 15 years. This provides our clients with the confidence to trust us. As a fee-based registered investment advisory firm, we are able to offer the best solutions to our clients. We are an independent company, so our team works solely for our clients’ interests, offering objective advice. Through our experience and tried-and-true strategies, we can help clients plan for retirement, the sale of a business or creating a family legacy.

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.

Scott Segars Agency - Nationwide Insurance

Scott Segars Agency - Nationwide Insurance is a premier provider of car insurance, property insurance and life insurance in Lake Wylie, South Carolina. We can help you find the right coverage for your needs and provide guidance on financial planning for retirement or education savings for your children. Our experienced agents are committed to helping you secure the best coverage at a competitive price. Contact us today to learn more about how we can make sure your family is fully protected. If you would like to learn more about what we have to offer, please don't hesitate to give us a call today. No matter what your needs are, we will do our best to provide you with the top-notch service that you deserve.

Edward Jones - Financial Advisor: Chris Gardner

These are difficult times, but you don't have to go through them alone. At Edward Jones - Financial Advisor: Chris Gardner, we understand the importance of both physical and financial health and are here to support you in any way possible. We will strive to listen, guide, and provide all the resources you need. Our investment firm is committed to helping you reach your individual financial goals. We specialize in planning for retirement, saving for education, and helping you make smart tax investments. Our team of experts is dedicated to providing personalized advice and service that is tailored to meet your specific needs.