Deane Retirement Strategies

Zelin and Associates CPA

Each year we prepare hundreds of tax returns for both individuals and businesses and provide audit, bookkeeping, and consulting services to many nonprofit organizations and small businesses. Our specialty is in working closely with our clients to truly understand the nature of their businesses and organizations and helping to customize an approach and a plan based on their needs. Our expert team is well staffed, well trained and growing rapidly. If you're looking for a new accounting firm, we'll be excited to get the opportunity to work with you! Specializing in creative individuals, small businesses and not-for-profit organizations, we offer auditing, advisory, and assurance services including financial statement audits and audit preparation consulting. We also provide business tax and individual tax preparation along with offer-in-compromise consulting, bookkeeping, QuickBooks Pro advisor consulting, retirement/financial planning, CFO-to-Go and Controller-to-Go services, nonprofit organization information returns 990 and 990 EZ, reviews, and compilations.

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.

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.

New Stage Investment Group®

At New Stage Investment Group®, we strive to put our clients first. We offer a variety of options that give our clients the flexibility to choose the best fit for their needs and circumstances, such as fee-based investment management, flat fee financial planning, and hourly consulting. Our team of professionals is dedicated to providing retirement planning, income planning and wealth protection strategies, including social security coordination, pensions and IRA investments, insurance, long-term care and tax-related investments. 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.

Abel Financial Management

Abel Financial Management is a boutique, independent financial planning firm dedicated to helping upper middle class clients reach their goals. Our experienced team of financial advisors will work with you to create a holistic, fee-based financial plan tailored to your individual needs. This plan can cover everything from investment management, retirement planning, and estate planning to evaluating insurance needs. We believe that our personalized approach provides the best chance for success. We are passionate about helping our clients succeed and welcome the opportunity to meet with new clients. With our extensive knowledge and experience, we are able to provide valuable guidance and advice on all aspects of financial planning. Let us help you reach your financial goals today!

Eischen Financial Group

At Eischen Financial Group, our mission is to help you acquire, accumulate and retain wealth. We understand the complexity of financial planning and are here to provide you with guidance and support. Our team of experienced advisors will demonstrate techniques, uncover hidden obstacles and teach proper management techniques so that you can build a secure financial future. We strive to provide a stress-free experience by being honest, transparent and responsive to all your needs. Our goal is to develop a trusting relationship with you so that you can confidently invest and plan for your retirement. With our help, you'll be able to make informed decisions and find new ways to maximize your investments. Contact us today to find out how we can help you manage your finances!

Covenant Wealth Advisors

Covenant Wealth Advisors is more than a private wealth management firm - we are an intelligent team of fiduciary financial advisors, fee-only financial planners, and retirement income planning professionals. Founded in 2010, we are one of a few fully independent wealth management firms and fee-only financial planners located in Central Virginia with offices in Williamsburg and Richmond.As our clients' Personal CFO, we ensure that their overall financial goals are met in a prudent way. Our simple and elegant wealth management process provides our clients with clarity on what's important, comprehensive insights into how to accomplish their financial and life goals, and an ongoing partnership to guide them along the way.Our mission is to provide our clients with financial security and peace of mind through a lifetime of trust, personal relationships, and objective advice. We take on new clients as part of our extended family, and many of our relationships span multiple generations.We cater to a variety of clients from physicians, corporate executives, successful professionals, business owners, Christian families, entrepreneurs, to individuals and families with substantial and complex assets. While investable assets typically exceed $1,000,000, we are able to serve clients of all asset levels, including their children and heirs.

Paulo Financial Advisors

Paulo Financial Advisors (PFA) is a professional fiduciary investment advisor offering a variety of financial planning services for individuals, families and business owners. Our mission is to ensure our clients' financial well-being by creating customised financial plans tailored to their unique needs and goals. We strive to provide unbiased advice with no commissions or other financial incentives from product providers. Based in Staten Island, New York, our experienced team has been providing quality service since 2004 and proudly serves clients nationwide.We offer a range of services including Wealth Management, Retirement Planning, Estate Planning and Insurance Reviews. Our advisors take a hands-on approach to understand each individual's situation and create the best financial plan for them. We are dedicated to helping our clients achieve their financial dreams.