Sanders Booze Capital Advisors

Oasis Wealth Planning Advisors

At Oasis Wealth Planning Advisors, our mission is to act as objective consultants and provide solid advice and peace of mind for our clients. We are fee only, meaning we do not receive commissions or sell products. We offer our services to clients in Nashville, Brentwood, Franklin and beyond. Our team of expert advisors offer comprehensive financial planning services including retirement planning, income tax consulting, investment advice and management, estate planning, insurance, executive compensation and business succession planning. We take pride in our academic-based investment management that is tailored to each client’s individual goals.

Julie G. Merrill C.P.A., P.A

Julie G. Merrill CPA, PA has been serving the Edina, Minnesota community for over 30 years. We are committed to helping our clients get the most from their tax returns. Our services include filing returns for individuals, partnerships, corporations, fiduciaries, estates and trusts, as well as international returns such as Canadian and UK. In addition, we can help you set up retirement plans with profit-sharing components and 401k plans. During tax season, we offer extended hours, and appointments outside of regular business hours can be scheduled. Contact us today and let us show you how to save. Our team of experienced professionals is dedicated to providing quality service and advice to ensure you receive the best possible outcome.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.

DBG Advisors

DBG Advisors is a Mergers & Acquisitions Advisory and Business Brokerage firm located in North Dallas, Texas. Our mission is to assist owners, founders and executives in getting the maximum value when they sell their business. We specialize in the sale of companies with revenue between $2 and $65 million. Our experienced team provides a wide range of services, such as business valuation, growth coaching and more. We are members of the Texas Association of Business Brokers, Certified Value Builders, Alliance of Mergers & Acquisition Advisors and others. Moreover, some of our team members are Board Certified Brokers, EOS Implementers, Real Estate Brokers and Certified Exit Planning Advisors with the Exit Planning Institute.

Coastal Payroll

Coastal Payroll is a local payroll services provider based in San Diego, catering to the needs of small to mid-size businesses. We offer comprehensive payroll solutions and various other services such as HR, time and attendance systems, 401k plans, workers compensation insurance, and background checks. Our team provides personalized customer service, an easy to use payroll system, and considerable cost savings compared to larger companies like ADP or Paychex (usually 30-40% less). We differentiate ourselves from other payroll providers in the market by giving our clients the highest quality services and experiences. Our team is dedicated and experienced, allowing us to provide exceptional customer service and unbeatable value for money. With Coastal Payroll, you can rest assured that your payroll processing will be safe, secure, and efficient.

Pacific Coast Wealth Management

Pacific Coast Wealth Management (PCWM) values face-to-face relationships based on information, honesty, promptness and professionalism. They are partnered with NFP Retirement to deliver the highest quality service for retirement planning to Aliso Viejo residents. OC Register rated NFP Retirement as one of the Top Workplaces in Orange County, and they manage more retirement plans than any other company in South Orange County. PCWM specializes in financial planning, offering services such as 401k plans, IRA Rollovers, ROTH IRA, Self Employed Business IRAs, Fee Based Planning and Social Security Planning. They offer access to Wall Street's best Private Equity firms, Hedge Funds and Portfolio Management Teams, as well as international and domestic investments. PCWM also provides downside protection and income oriented portfolios.

Hms Insurance Associates

At HMS Insurance Associates, we are committed to providing comprehensive risk management services and financial planning for individuals and businesses. We offer a wide range of services, including surety bonding, captive programs, risk management services, claims mediation, employee benefits, life and health insurance, retirement and 401K plans, personal home and auto insurance, boat and recreational insurance, renters insurance, flood insurance, and motorcycle insurance. Our team is dedicated to helping you make informed decisions about your insurance needs and protecting your assets. We strive to be more than just an insurance agency; we are a trusted partner that provides professional advice and innovative solutions tailored to your unique situation. Our experienced staff is well-versed in the latest industry trends and can help you find the right policy to meet your needs. We pride ourselves on delivering superior customer service and delivering timely and accurate information to our clients.

Investment Counseling Services

Investment Counseling Services, Inc., led by Terry Kingsbery, is an independent investment advice firm. We strive to provide our clients with the best fiduciary-driven and fee-only private investment advice and counsel while educating them on financial literacy. Our team carefully examines clients' current assets and existing plans to craft a path to financial security. Our services include personal investment guidance, 401K plan allocations and management, and OU retirement plans and management, all without transaction fees, cancellation fees or commissions. At Investment Counseling Services we help you create the future you want. We develop detailed plans to meet your goals according to your risk tolerance and timeline. With our expertise and guidance, you can achieve financial success and peace of mind.

Matthews Financial & Insurance Solution

Matthews Financial and Insurance Solutions strives to build trust and long term relationships with our clients. We take a very hands on approach to giving our clients the best risk strategies for their company and their employees by using out of the box strategies. Life Insurance Long Term Care Section 125 Plans 401k plan Key Person Insurance Executive Benefits Voluntary Products Individual Disability 412e Plans SEP Simple IRA's Matthews Financial & Insurance Solutions specialize in tax strategies and retirement planning. Our job is help you reduce as much risk as possible. While giving you the easiest road map to your financial goals. Wealth Transfer Key Person Insurance Buy/Sell Agreements & Funding Split Dollar Estate Creation Business Loan Protection Estate Planning