WilliamsonRhoades Investment Strategies

Ironhorse Investments and Estate Planning

At Ironhorse Investments and Estate Planning, we provide comprehensive wealth management services that are designed to meet all our clients' needs. Our team consists of certified financial planner professionals (CFPs), certified public accountants (CPAs), attorneys, paralegals, certified divorce financial analysts (CDFAs) and registered sales assistants. We have the highest qualifications in the industry and are focused on providing clients with tailored financial, estate, divorce and tax planning solutions. Our team has the skills and experience to offer specialized advice even for complex financial matters. We are committed to helping our clients reach their financial goals with a credentialed and integrated approach.

Lilani Wealth Management A Full Service Financial Planning And Investment Advisory Firm

Lilani Wealth Management is a full service financial planning and investment advisory firm, located in Roseville and in San Mateo, California. We recognize that our clients have active and multifaceted lives. Our mission is to create and preserve wealth for our clients through effective implementation of sound financial strategies. Financial planning does NOT have to be an intimidating or frustrating process. We listen to our clients' concerns, learn what is important to them and take action. We regularly communicate with them to ensure the feasibility of their plan, while staying current with tax and estate law changes.

John M Plaza Investment Advisor

John M Plaza Investment Advisor provides comprehensive financial planning services to help clients manage their money and reach their goals. Our experienced team creates personalized strategies tailored to each individual's unique financial situation. We strive to develop long-term relationships that are built on trust and understanding. Our services include professional money management, investment recommendations for pre-retirement and retirement planning, assistance with college savings plans, estate and tax-planning issues, insurance-related needs, and timely answers to your financial questions. We also provide periodic portfolio reviews, weekly market commentaries, and online access to brokerage accounts. 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.

Rita Holder Law In Estate Planning, Retirement Planning And Tax Controversies

Rita Holder Law, located in Walnut Creek and San Francisco, is a well-respected firm specializing in estate planning, retirement planning and tax controversies. Our estate planning services will enable you to manage your assets, your health care, and your bequests in the event of your incapacity or death. Our passion is helping clients design their legacy. It is a priceless gift to your heirs to have planned well. If you have minor children you probably want to name the person or persons to care for them after your death. You probably also want to make sure certain or your relatives DO NOT care for your kids if you die. You must name guardians in your will. If you do not name guardians during your lifetime in your will, the court will decide who will take care of them upon your death. There are different types of conservatorships under the California Probate Code, including general conservatorships and limited conservatorships.

Evensky & Katz / Foldes Financial Wealth Management

At Evensky & Katz / Foldes Financial Wealth Management, we are committed to providing our clients with the highest quality fiduciary-based wealth management services. Our team is experienced and knowledgeable, enabling us to apply the best investment principles to each individual situation, while prioritizing our clients' interests. We take the time to get to know our clients and their goals, in order to build trusting, long-term relationships. Through our dedication to providing top-notch services, we strive to be seen as a trusted financial advisor. The range of services we offer includes financial planning, portfolio management, retirement planning, and investment planning. We understand that every client has unique needs, so we strive to provide tailored advice and strategies to help them achieve their goals. Our commitment to making sure our clients' interests come first makes us stand out from the rest. Contact us today to learn more about how we can help you.

Sweetgrass Financial Planning

Sweetgrass Financial Planning is a fee-only financial planning firm located in the Lowcountry of South Carolina, providing services to young professionals and their families. The company was founded by Daniel Patterson, a Certified Financial Planner (CFP®), and offers holistic financial planning that covers cash flow management, budgeting, taxation, employee benefits and stock options, insurance, investing, saving for college and retirement, and estate planning. Sweetgrass Financial Planning strives to help clients reach their financial goals through expert advice and personalized plans. The team at Sweetgrass Financial Planning has years of experience and is committed to providing quality service and support.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.

Global Wealth Capital Management

Not everyone is good with money, but everyone needs it to live. People have experienced major financial crises because of the simple fact that they do not know how to properly manage their finances. That's why it is important to hire a financial advisor, especially if you are admittedly somebody who is not good with handling money. My personal goal is to: -Prevent you from making costly financial mistakes, managing risk, saving time, and improving your overall investment results. -Help you with education savings for your children. College is not cheap, but it is something that you of course want your children to aspire to. Getting a financial advisor to fix these plans for you will make sure that your children can afford to go to college. -Helping you manage your future, such as retirement and savings plans for you and your family so you can have the retirement that you've always dreamed of. -Helping you with insurance plans and details that are best for your personal well-being

Authentikos Advisory

Authentikos Advisory is a financial services firm dedicated to providing retirement, estate and investment planning solutions in Silicon Valley. Our business is founded on the principle of community outreach and close-knit relationships with our clients. We have adopted a holistic approach to financial planning that puts asset preservation, protection, and growth at the forefront. We understand that our clients require the freedom to create personalized financial portfolios and develop strategies that will see them through to financial independence. At Authentikos, it’s all about trust. We understand the difficulties that come with recent corporate disasters and investment mismanagement. Regardless of market fluctuations or interest rates, our clients can rely on us to always give them an honest opinion and look out for their best interests.