Capital Wealth Group

Cornerstone Planning Group

Cornerstone Planning Group is a financial services firm located in Oklahoma City, providing businesses of all sizes with comprehensive financial solutions, such as benefit plans and succession planning. Additionally, the team specializes in IRA rollovers from 401ks and other aspects of the 401k business. Darren Telford, J.D., CFP, CPFA, is the leader of Cornerstone Planning Group and specializes in helping companies set up and manage qualified retirement plans for their employees. He also assists business owners and executives in forming personal retirement strategies, such as selecting the best IRA, Roth IRA, non-qualified annuity or other retirement savings vehicles, to meet their retirement planning goals.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.

Sierra Pacific Financial Advisors

Sierra Pacific Financial Advisors, LLC (SPFA) is a Fee-only Registered Investment Advisory (RIA) firm that offers its clients over a century of collective financial services knowledge. Our experts are here to help you reach your goals and make sound financial strategies more achievable than you might think. No matter where you are in life, we will be with you until you reach the finish line. We serve as fiduciaries and provide unbiased financial solutions with a single focus: our client’s best interests. We don’t just manage money; we work closely with our clients to create comprehensive, personalized plans that connect all aspects of their finances in order to achieve the best results possible. Our services include: stock options, RSUs, ESPP exercising strategies and diversification for those with concentrated stock options; tax-advantaged retirement planning for business owners; wealth management and transfer solutions for pre-and-post retirees; and financial wellness and investment services for women. At Sierra Pacific Financial Advisors, we strive to ensure our clients are making well-informed and sensible decisions throughout their financial journey - from wealth accumulation to preservation, to distribution.

Christopher Hunt, EA

Are you looking for help with your business or personal finances? Look no further than Christopher Hunt, EA. Our experienced team of accountants provide custom and cost-effective solutions to individuals and small businesses across Vashon, WA. With over 30 years of combined experience, you can trust our team to deliver quality services with personal attention. We offer a variety of services including IRS representation that focuses on negotiating lower balances and overall IRS debt. We also provide tax return preparation, financial analysis, payroll services, bookkeeping, QuickBooks® consulting, and retirement planning. For dependable business accounting and more, contact Christopher Hunt, EA today at (206) 463-3301 to schedule an appointment. Visit us online to learn more.

Steven H Mangan CPA

Steven H Mangan CPA is a comprehensive tax and accounting firm, dedicated to serving both businesses and individuals. Our mission is to help our clients plan and manage their finances in the most effective manner. Through our expertise, we are able to provide tailored solutions that meet the unique needs of our clients. We offer a wide range of services for both businesses and individuals. For individuals, we provide tax planning, preparation, consulting, college planning, divorce planning, and retirement planning. For businesses, we offer bookkeeping, accounting, financial statement preparation, payroll processing, and business consulting. With our experienced team, we are committed to delivering quality services and helping our clients achieve their financial goals.

Strategic Planning Group

At Strategic Planning Group, we strive to provide effective retirement planning for our clients. We provide options to maximize retirement income sources and will create a customized plan to match their goals. This includes researching social security filing strategies, pension analysis, and investment asset allocation. We also analyze IRA and 401(k) plans to ensure they are meeting expectations. Additionally, we offer wealth and investment management services that are tailored to the individual's needs. Our experienced team is committed to helping our clients achieve their retirement 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.

Law Office of D.L. Drain,

For over three decades, Attorney Diane Drain has been providing exceptional bankruptcy and foreclosure assistance that goes beyond legal issues only. Diane Drain's ability to simply explain otherwise complicated bankruptcy legal matters with clients is reflected in her clients' excellent reviews of her services, including services for matters such as Chapter 13 Bankruptcy, Chapter 7 Bankruptcy, Foreclosure, and more, as displayed by her 10/10 Avvo Rating. Diane's gift for explaining legal matters with clients in easy-to-understand terms is not her only strength. Diane applies a wide expanse of knowledge to each client's unique needs and provides guidance and assistance to meet each need appropriately. Seeking to help clients beyond just their legal needs, Diane also helps clients look to the future in order to plan for financial understanding and success. Contact our office for free advice today, or schedule a consultation to get the debt relief and advice you are searching for! Offers discounts for seniors and military.

The Best Of Life For Seniors

Arthur Harris has over 40 years of experience in Life Health and Retirement planning, helping seniors to live a happier and more secure life. With the help of our tireless staff, we organize fundraisers, help find affordable housing, long term care, food delivery, physical therapy, day care, Medicare supplement (Medigap) or Medicare advantage, drug benefits, affordable insurance and advocate for Roth IRAs with  exciting community-building events, and in-depth training sessions or seminars for seniors or their caregivers

Atlas Capital Management

Financial planning and retirement planning are important components of achieving financial security in the future. Planning for retirement should involve developing a plan for how you will save and invest for the future, in addition to considering how you can best use your current income and resources to achieve your goals. When creating a financial plan, it is important to consider all aspects of your finances. This includes setting a budget, planning for any debts you have, and assessing what investments and savings you already have in place. It is also important to consider your long-term goals such as retirement and college savings. Retirement planning is more than just thinking about how much you need to have saved when you eventually retire. It requires understanding the different types of retirement savings options, such as 401ks, IRAs, and annuities. You should also research different ways to invest and save your money, such as stocks, bonds, mutual funds, and real estate. Lastly, you should consider Social Security and other associated benefits that may be available to you. By taking the time to plan for your financial future, you can ensure that you are well-prepared for whatever life throws your way. A sound financial plan can help you reach your retirement goals, build wealth, and enjoy financial security for years to come.