Steven Schmidt - Ballast Advisors

Gunter Financial Services

At Gunter Financial Services, our team of financial advisors and Certified Financial Planner professionals have over 60 years of combined investment experience. We specialize in wealth management for individuals, and institutional investment consulting and management for retirement plans, endowments, and foundations. For individual wealth management, we provide comprehensive financial planning and asset management tailored to meet the specific needs and goals of our clients. In the institutional space, we offer Central Texas businesses a customized financial wellness program for their employees, which includes an objective assessment of the current plan structure, the implementation of a revised retirement program (if needed), and ongoing plan monitoring and maintenance. Our process maintains a comprehensive fiduciary standard. Gunter Financial Services is not a registered broker/dealer and is independent of Raymond James Financial Services, Inc., which offers securities through Raymond James Financial Services, Inc., Member FINRA/SIPC, and investment advisory services through Raymond James Financial Services Advisors, Inc.

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.

JH Advisers

Financial advisors can help people strategize and make informed decisions about their money. At our family-owned and independent firm, we specialize in comprehensive financial planning. Our services range from investment advice and 401k decisions, to tax reduction strategies, Social Security maximization, and even advanced planning software solutions. All of our advisors are Certified Financial Planners. However, please note that we do not offer debt or credit counseling and are not tax preparers or attorneys. We are here to help you invest in your future and ensure a comfortable retirement. With our professional guidance and expertise, we can walk you through the various strategies and options available to you, so that you can make the best decisions for yourself and your family.

oXYGen Financial

At oXYGen Financial, our mission is to provide comprehensive financial planning services and help you manage your cash flow, insurance, wealth management, taxes, retirement, and estate plan. We can assist small businesses too and, most importantly, we want you to feel at ease with your finances. Our team of experts are dedicated to providing superior service and insights that are tailored to your individual needs. We strive to create personalized strategies and solutions to ensure you have peace of mind about your financial situation. Our process is comprehensive and includes comprehensive analysis of your assets and liabilities, as well as strategies for risk management and wealth building.

Synergy Financial Management

Synergy Financial Management, LLC is part of a financial system that offers three services to business owners: money management, valuation and consulting, and M&A advisory services and business transactions. Individuals and trusts can also benefit from two professional services: money management and comprehensive financial planning. We help entrepreneurs integrate their personal and business financial planning. We provide assistance in acquisitions, marketing and promotion of businesses for sale, and maximizing a business's value. Starting the day a business opens its doors, it's important to start an exit plan. We give practical advice to avoid pitfalls that could reduce a business's value. We offer a free Wealth Assessment Check-up to begin our relationship. Afterward, we can suggest a custom solution to meet your objectives. Contact us today and see how we can help you optimize your exit plan.

Creative Financial Partners

Creative Financial Partners was established to assist our customers in all areas of their finances. We pride ourselves on offering a highly personalized service and have gained recognition for the excellence we provide. Our mission is to help our clients achieve financial stability and independence through comprehensive financial planning, investments, banking and retirement planning. Our team of experienced professionals are dedicated to helping our clients reach their goals. We strive to provide the best possible services and offer a wide range of options. We also work with Securities Service Network, Inc, a registered broker/dealer, which is a member of FINRA & SIPC.

Eagle Financial Solutions

At Eagle Financial Solutions in Columbus, OH, we provide comprehensive financial planning to help our clients grow and protect their money. Our advisors create strategies to support our customers through any economic situation. We also work to inform and equip our clients with the knowledge and tools they need to achieve their objectives. Whether you are saving for retirement, looking for guidance on Social Security, or expanding your business, our experienced team of consultants is here to help. Furthermore, all of our agents are Bank On Yourself advisors. Get started on your financial success today and contact us!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.

Allstate Insurance: Lisa Smith

As a Personal Financial Representative in South Jordan, I am committed to helping local families protect the things that matter most. My knowledge and understanding of this community allows me to deliver superior customer service. I am proud to offer Allstate Insurance: Lisa Smith services to my customers, providing them with the opportunity to secure a competitive rate on their insurance needs. I also strive to assist my clients in creating a comprehensive financial plan that will help them meet their goals. My team and I are dedicated to delivering quality service and personalized advice. With years of experience, we are well-equipped to provide you with the information and guidance you need to make informed decisions about your coverage. Our team is here to answer any questions you may have and to help you make sure you have the right insurance policy. Contact us today for a quick, personalized quote.