The Planning Center

AATC

We service individual financial needs ranging from preparing individual taxes to financial planning.   We also specializes in small to medium businesses and startups. We help the development of businesses regardless what stage it may be at. From starting a brand new business to growing an established business. Our services include: * Accounting * Advisory * Consulting * Business Taxes * Income Taxes * Notary * Bookkeeping * Business Planning * Financial Planning. Our tax preparation services are second to none. We comb through your return thoroughly as we prepare it. When preparing individual tax return we ask all the questions so your taxes can be minimized and your refund maximized. When we prepare business taxes we make sure to see if you qualify for any credits and get every deduction your entitled to. We also provide tax planning so you can find out how to qualify for certain credits or deductions for future tax preparation sessions.   With us you get a complete and thorough tax prep

Pogogeff & Company, CPA's

Pogogeff & Company, CPA's has been offering personalized accounting, tax, and financial management services to individuals, families, and businesses across the country for over 35 years. Our experienced team of professionals are dedicated to providing our clients with expert advice, outstanding service, and a commitment to understanding their unique needs. We strive to help our clients minimize taxes, build wealth, and successfully manage their businesses. Our range of services include accounting, audits, bookkeeping, business entity selection, compilations, forensic accounting, financial planning, new business formation, litigation support, tax preparation, tax planning, and IRS and State Representation. Our experienced professionals are here to provide you with a comprehensive approach to managing your finances.

Ballast Point Financial Planning

Ballast Point Financial Planning was founded by Shawn Tydlaska, a Certified Financial Planner (CFP®), to support young professionals and their families in achieving their financial goals. Located on the Peninsula, including Burlingame, San Mateo, San Bruno, and San Francisco, we provide fee-only financial planning services to empower our clients. We can help millennials manage their student loans and 401ks, while new couples and parents can find assistance with wills, life insurance, 529 plans, and buying their first home. Our team is committed to providing quality advice and guidance to help our clients reach their financial objectives. 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.

Accounting & Tax Financial Services

At Accounting & Tax Financial Services, our mission is to provide comprehensive accounting services that meet the needs of business owners, executives, and independent professionals. We strive to offer affordable and reliable services such as accounting, bookkeeping, payroll, tax filing for both individuals and businesses, financial planning, cash flow management, and new business formation. Our team of experienced and friendly professionals are here to help you make the best decision for your financial wellbeing. We understand the importance of financial planning and the need for accuracy in bookkeeping and payroll services. Our staff is knowledgeable and can assist with setting up and managing your accounts to maximize efficiency and minimize risk. We offer personalized assistance to ensure that your finances are managed properly.

Deane Retirement Strategies

Deane Retirement Strategies has been providing fiduciary financial advice and services in New Orleans and the surrounding area for more than 45 years. Our team consists of Certified Financial Planners (CFPs) and Chartered Financial Analysts (CFAs), who focus on blending retirement financial planning with fee-only, discretionary portfolio management. We currently manage over $200 million in client assets using individual stocks, bonds, and ETFs. We do not use mutual funds, annuities, or insurance products. Our minimum requirement for new clients is $1 million. We offer guidance to Retirees, Near Retirees, Wealth Accumulators, and Company Retirement Plans. Our platform is tailored for portfolios over $1 million. Our firm has the benefit of two generations of financial advisors with over four decades of experience. Our Retirement Advisory team approach ensures our clients will have continuous access to retirement advice and investment management for the long-term. We strive to be a lifetime partner for our clients.

Ceremonies By Kristi

Are you planning to tie the knot soon? Eloping? Thinking of having a Commitment Ceremony or Vow Renewal? Look no further! We are Ceremonies By Kristi, an experienced team of ordained ministers/officiants/celebrants and we have got you covered. We offer a range of services including decorating (full service or rental), coordinating, florals, and consulting services. We also provide destination wedding packages in New Orleans to make sure your experience is stress-free and affordable. We believe in creating personal ceremonies that are meaningful and unique to each couple. No matter if it's a traditional ceremony or something more minimalistic, we are committed to making it special for you. For officiating within 70 miles of Mandeville, LA, our cost is $170. If we need to travel beyond this distance, you may be asked to provide a small travel subsidy. For larger duties that require our multiple services, we will travel further. We are passionate about what we do and we strive to make your experience easy and stress-free. To learn more, please visit our website or call/text us. LGBTQIA+ friendly. Love is Love!

Sovereign Wealth Management

Our passion is partnering with our clients to crystallize their financial goals, design a strategy to achieve those goals and execute the plan to its completion. You know it's not enough to just make a plan, even the most well designed strategies can fail if not executed properly and then monitored for progress and suitability. This is why we consistently monitor the progress of your plan and make changes as new developments come to light with your changing goals. Whether we are helping a young family set the path to achieve their ideal lifestyle and first home; assisting a newly widowed client in navigating and structuring his/or her retirement plan and new life; or advising a professional couple on structuring the sale of their business and transitioning into retirement, we are consistently behind the scenes working to get you there and keep you there: on track. Our Core Competencies include: Financial Planning, Wealth Management, Risk Management, Estate Planning and Multi-Generational Asset Transfer Planning, Managing Executive Deferred Comp Assets. We use the latest and the most sophisticated tools to produce accurate and realistic analyses. We pride ourselves on our independence and ability to work with the leading experts in all fields of wealth management, accounting and estate planning to design a comprehensive and robust strategy to achieve our clients' goals.

Aspen Commercial Lending

At Bluerock Financial Solutions, we understand that every business is different and requires tailored plans to achieve their financial goals. That's why we strive to provide our clients with financial planning and business loans that are tailored to their unique needs. We specialize in helping small and medium-sized businesses access the capital they need to grow and expand. Our experienced team of financial advisors will work closely with you to gain an understanding of your business and its goals. We then use this insight to develop a strategy that is tailored to meet your specific needs. We are committed to providing our clients with the best possible service. Our team is knowledgeable and experienced, and we work hard to ensure our clients receive the highest quality of care. We understand that your business is important to you and we will do everything we can to ensure you reach your desired financial objectives. Our services are designed to help businesses access the capital they need to succeed. Whether you're looking for a loan, funding for a new project, or just need guidance in managing your finances, we are here to help. Let us tailor a financial plan for you and provide the funds you need to make your business a success.