Kristen's Office - World Financial Group

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.

The Singh Law Firm For Families With Estate Planning Needs

Singh Law Firm is the premier choice for families with Estate Planning needs. Singh Law Firm provides estate-planning services. We are dedicated to understanding the dynamic of your family, and business. Our Estate Planning approach includes thoroughly reviewing your lifetime and testamentary planning needs. Clients will need comprehensive, goal oriented analysis and traditional estate planning. When appropriate, we recommend and execute sophisticated techniques to reduce transfer and inheritance taxes.

Assured Partners Front Range Insurance Group LLC personalizing home and auto planning for individuals and families

Front Range Insurance Group has been personalizing home and auto planning for individuals and families since the agencies incorporation. With over 45 years of combined experience, our staff in the personal lines department specializes in helping to protect your most valuable assets. Through gathering of vital data, discussing your individual concerns and interests and focusing on value. Our experienced staff always has your best interest in mind. Front Range Insurance Group can help secure the right program for your various family and individual needs. Insurance through Front Range Insurance Group allows you to leave your worries behind so you can play hard.

Goldfarb & Luu Estate Planning And Caring For Aging Family Members

Estate planning and caring for aging family members can be stressful. We are committed to making the process easier for you. Our mission at Goldfarb & Luu is to provide comprehensive, custom-tailored estate planning and elder law services. We create a safe environment to address important and sensitive issues surrounding estate planning and elder law. Our services always begin with taking time to understand your specific situation so we can create solutions. Estate planning becomes elder Law when adult children begin to care for their aging parents. We also handle trust administration, probate and litigation once someone has passed away.

Top Hat Tax & Financial Service

Top Hat Tax & Financial Services offers free consultation for IRS problem resolution and tax planning consultations with a minimum 1 hour fee. Our experienced team specializes in tax preparation, tax planning, IRS problem resolution, and financial planning for individuals and families. We are an appointment only company, so please call us in advance to book a session. Our services also include investments, college savings, insurance, 401k and pension rollovers. With our expertise, you can be sure to get the best advice and guidance for your financial needs. 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.

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.

Total Wealth Management

Total Wealth Management is a financial services firm that specializes in alternative investments and strategies. We provide tailored financial planning for families and businesses, with a focus on 401(k)/Corporate Retirement plans. We strive to offer our clients options that go beyond the traditional stock/bond or mutual fund approach.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.

Derive Wealth

Derive Wealth is a financial and investment advice company dedicated to providing honest advice. We understand that discussing your financial goals can be daunting, so we make it easier by providing access to a qualified and independent Certified Financial Planner. At Derive Wealth, we don't have any products to sell, nor do we work on commissions. Instead, our only product is creating custom financial plans for our clients. Our plans cover five key areas: income taxes, cash flow, personal goals, investments, and risk management. We are committed to transparency in both the advice we give and the fees you pay. Our flat fee pricing structure is based on your individual situation and not the amount of money you have. To get an instant quote, check out our website. We invite you to experience how financial planning should be done. Come and see how Derive Wealth can help organize and simplify your life.

Knox Financial

Knox Financial is a financial services firm committed to helping clients reach their financial goals by providing tailored investments, insurance, and real estate solutions. As experienced investment advisors, we provide comprehensive financial planning for the mass affluent. Our range of services include stocks and bonds, retirement accounts for individuals and small businesses, college savings plans, annuities, fee-based managed accounts, mutual funds, life insurance, and long-term care insurance. Additionally, we provide 1st mortgages, 2nd mortgages, HELOCS, and real estate listings. We strive to provide our clients with the best possible solutions to suit their unique 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.

McGlothin Insurance & Financial Services

At McGlothin Insurance & Financial Services, we strive to provide our clients with personalized life, home, renters and auto insurance policies that offer the best coverage for their needs. Our experienced staff will provide honest advice and accurate quotes on all types of personal or property insurance. We go beyond just offering insurance, and can also assist with financial planning. For more information or a free quote, don't hesitate to call us. Our team of friendly and knowledgeable professionals are here to help you get the most out of your insurance policy. We take the time to understand your unique circumstances and provide you with the advice and support you need to make the right decisions. You can trust us to ensure that you are receiving the best possible coverage at the most competitive rates.

ACCESS Wealth Management

ACCESS Wealth Management is an independent firm of professional wealth managers that are committed to helping you craft the best financial plan for your future. Our experienced team is dedicated to providing you with personalised advice and exemplary service, so that you can trust us with any financial decisions you have to make. Whether you are looking for investment management for your children's future, or needing guidance on how to best invest a recent inheritance, our experienced advisors will work closely with you to ensure that you get the most from your money. With ACCESS Wealth Management, you can be sure that you have the right support in place to make the best financial decisions for you and your family.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.

Cornerstone Financial Management - The Templeton Group

Cornerstone Financial Management - The Templeton Group was founded in 2014 to offer independent advice and services to families, individuals, and businesses in South Carolina and beyond. Our wealth management advisors are committed to developing tailored financial plans for each of our clients, helping them to achieve their financial goals. We strive to provide sound advice that is ethical and biblical in nature.Our team of experienced professionals has the skills and knowledge necessary to successfully manage the financial needs of both corporate and rural clients. We are focused on building relationships with our clients, providing them with access to independent advice and resources. We take pride in our commitment to honoring God through our financial management practices.

Nelson Chartered

Nelson Chartered provides specialized elder care financial services for families with aging loved ones. Our program is designed to help seniors protect and maintain their assets, including daily cash management, monthly client contact and case review by an account manager, and the maintenance of a retirement budget. This helps seniors meet their financial obligations within their means and avoid exploitation. We also offer a full range of business services tailored to small to medium-size businesses. These include bank and account reconciliations, closing and adjusting journal entries, preparation of payroll and sales tax returns, financial statement preparation, consultation on your financial situation, and filing of income tax returns. Our team is devoted to helping you or your family member manage, protect, and plan your financial affairs. We are committed to helping you make the right decisions for your needs.

Chase Pacific Property Management Services

Chase Pacific Property Management Services is a locally owned and operated San Diego based company which has been providing expertise in the real estate market for over four decades. Our goal is to deliver an integrated consultative approach to management and sales of single family homes, townhouses, condominiums and small apartment buildings, along with offering a tailored financial plan for each individual client. Our team of experienced professionals have an excellent understanding of the local market and use this knowledge to provide our clients with the best possible service. With a wide range of services, Chase Pacific Property Management Services is the ideal choice for buyers and sellers looking for a reliable and knowledgeable partner. Our team of real people is dedicated to helping our clients succeed and strive to provide the highest quality management and sales services. We invite you to get in touch with us to discuss your real estate solutions.