Tristar Pension Consulting

Velasco Law Group comprehensive estate planning, estate administration

Velasco Law Group offers comprehensive estate planning, estate administration, probate and estate litigation services. Paul D. Velasco, founder of Velasco Law Group and Peter Sahin, a long time attorney at the Velasco Law Group. Paul and Peter are joined by a team of attorneys who work very closely with them. Whether you need an attorney to draft or review a will or trust, Require help with probate of an estate or administration of a trust, Need complete estate planning and asset protection services; Need an experienced litigator to help resolve a difficult dispute with a will or trust, The team at Velasco Law Group provides sound advice, compassion and vigorous representation.

Custom Fit Bookkeeping & Tax, LLC

Custom Fit Bookkeeping & Tax, LLC is a full service firm specializing in bookkeeping, tax, and retirement planning services. Our team has over 100 years of combined experience in these areas, making us uniquely qualified to meet any of your needs. From QuickBooks Pro, Premier, Enterprise, and Point of Sale installation and setup to payroll preparation and business and individual income tax return filings, we have you covered. We also offer pension plan setup, compliance, and administration, including 401(k) plans, as well as weekly, monthly, and quarterly transaction reviews and more.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.

Alexander & Cleaver, PA

At Alexander & Cleaver, we have serviced clients for over four decades in a great variety of practice areas throughout Maryland, the District of Columbia and Virginia. We offer legal counsel for individuals and families in almost every issue imaginable, from personal injury to criminal law to estate planning & administration. We also handle a plethora of issues for businesses, be it corporate formation and drafting contracts or litigation. Our team of lawyers provide stellar representation and reliable advice to individuals and businesses. We realize that no two legal matters are the same and that the best possible outcome for each legal matter needs individualized attention and strategy. With our consultation calls, we listen to you as you tell us about your legal matter. From there, we determine and implement the best possible legal approach and strategy. Reach out to one of our attorneys for assistance in the following areas: Personal Injury/Auto Accident, Alcoholic Beverage Licensing, Civil & Defense Litigation, Landlord/Tenant Law, Municipal & Local Government Representation, Estate Planning & Administration, Zoning, Land Use & Development

Essence Wealth & Insurance Services

Essence Wealth & Insurance Services is a financial advising firm located in the San Jose and Santa Clara area. Our mission is to help our clients save, grow, protect and enjoy their money. We use a comprehensive financial planning process that includes cash flow analysis, budgeting, debt reduction strategies, career/job change decision making, property purchase/sale analysis, investment asset management, insurance solutions, retirement planning, estate planning, wealth strategies, self-funded pension plans, IRA rollovers, tax projection, tax strategies, tax-efficient investing, defined benefit and contribution plans, non-qualified deferred compensation, alternative investments, risk management, executive and employee benefits, 401k/403b/457 plans, special needs planning, business continuation and succession planning, and college planning. Our team of experienced advisors are here to assist with any financial 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.

Tristar Pension Consulting

Tristar Pension Consulting is a respected and forward-thinking compliance consulting firm. We strive to provide the best retirement plan administration and consulting services for our clients while also nurturing the development of our personnel and recognizing the value of their families.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.

Americorp Financial

Americorp Financial is a highly successful insurance marketing company directing its efforts to serving businesses in the western United States. Lawrence Kent, Founder and CEO and his Executive team bring over 50 years of insurance and investment experience to meet their client's financial goals and needs. The extensive background and knowledge of the whole staff allow them to tailor insurance and retirement programs to maximize the client's financial position. They analyze executive and employee insurance and investment portfolios, eliminating redundant coverage, taking advantage of special rates and addressing the special needs of each client. Americorp focuses on group health insurance, keyman insurance, qualified and non-qualified pension plan design, buy/sell agreements and estate planning. In addition, the company offers investments analysis and management through Americorp Investment Advisory.

The Financial Architects - Orange County

We are open during COVID-19 stay at home order and will be happy to setup a free zoom consultation. Contact us to schedule an appointment at 714-851-7274. We specialize in: 1. 401K/403b/IRA rollovers protecting from risk and fees: 3%-10% matching bonus to owners 2. Income protection with living benefits 3. Tax-Reduction Planning (personal and business) 4. SEP IRA/SIMPLE IRA/Roth IRA/Pension plans/Tax-Free Retirement Plan 5. Personal Pension Plans/Guaranteed lifetime income 6. Estate Planning & Legacy Preservation (personal and business) 7. Life Insurance: Term Life (cheapest cost) & permanent life with cash value 8. Long Term Care & Living Benefits & Disability Income Plan 9. Tax-Free College Funding Plan If you need answers to your questions, you have come to the right place.

Lakewood Hills Investments

At Lakewood Hills Investments, we specialize in providing comprehensive financial planning services to help ensure your retirement success. Our “Know So Plan” offers more than a "Hope So Plan" by taking into account all of your retirement income components -- Social Security benefits, company pension plans, and retirement savings -- and creating a guaranteed income plan that will last your whole life. We specialize in Social Security maximization, personal pension planning, tax-free retirement account development, survivor pension planning, and wealth transfer of assets. We use all of these tools to work with our clients to create a unique income plan through which they can achieve their retirement goals. Our team is passionate about giving our clients the confidence of a secure retirement. If you want to protect your retirement wealth and make sure it meets your needs for life, contact us today to find out how we can help you with your Know So Plan.