IHP Advisors

The Goff Financial Group

Goff Financial Group is a fee-only advisory firm that aims to act in the best interest of clients. We offer tailored portfolio management based on each client's personal comfort level and objectives. Our team takes the time to evaluate each individual's situation and develop solutions that match their risk tolerance, income requirements and other special considerations. We strive to create an optimal balance between maximizing returns, reducing risk and preserving capital. Our Chief Investment Officer works closely with clients to ensure that their portfolio matches their expectations and goals. With our commitment to service and customer satisfaction, we strive to exceed expectations each and every time. Contact us today to find out how we can help.

Sid Financial Services

At Sid Financial Services, we believe in helping our clients reach their financial goals. Located in San Mateo, CA, our experienced team of Investment Adviser Representatives provide support in developing comprehensive personal financial plans, including retirement funding, strategies for minimizing taxes, and protection from catastrophic losses. We also collaborate with our clients to select investments that are tailored to their individual needs and risk tolerance. Our goal is to ensure our clients have the resources they need to succeed. 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.

Smart Portfolio Management

Are you thinking about retirement? Have you been asking yourself whether you can afford to retire now or if you are saving enough for retirement? It is important to consider all your options and create a plan that meets your needs. Smart Portfolio Management can help you review your 401(k) investment election options, minimize taxes while maximizing your retirement income, and ensure that you are investing your savings appropriately based on your risk tolerance. We can also help you prepare for long-term illness in retirement and protect your retirement savings from stock market declines. Additionally, we can provide comprehensive advice if you are expecting an inheritance or inherited IRA, selling your business and needing business succession planning, or have won the lottery and need help handling the money. Our advisors can also help you with retirement and financial independence planning, estate planning, social security benefit election strategies, required minimum distributions from qualified retirement savings, and major life changes such as death of a spouse, divorce, or a qualified domestic relations order. We can review your variable annuities, life insurance, indexed annuity, and fixed annuity plans, as well as your deferred compensation plans and Medicare supplement coverage or Medicare advantage coverage options. Finally, we can advise you on how to draw down on your retirement savings without running out of money before running out of life. At Smart Portfolio Management, we understand that retirement planning requires more than just financial knowledge. Our team of experienced advisors will work closely with you to ensure that your plan meets your goals and lifestyle needs. Contact us today to learn more about how we can help you prepare for a successful retirement.

Security Investment Partners

At Security Investment Partners, our mission is to help our clients secure their future through sound investment management. We are solely focused on managing individual securities, legacy positions, equity portfolios and fixed-income portfolios, tailored to meet each client's goals and risk tolerance. Our team has a vested interest in performance, as our own holdings exactly match those of our clients. All securities and funds are held at third-party custodians of the client's choice for maximum liquidity, security and transparency. We don't charge any fees to allocate mutual funds, thus eliminating layers of costs. Our focus lies solely on achieving superior investment results, rather than marketing. We offer our clients an unparalleled level of expertise, experience and commitment to delivering exceptional returns. Contact Security Investment Partners today to learn more about our services.

My Portfolio Guide

My Portfolio Guide is a Registered Investment Advisor that ensures conflict-free advice. We are devoted to reducing your investment expenses and fees by at least 25%. This applies to both self-directed investors who may not be aware of hidden costs, as well as those who have an advisor. Our service is tailored to meet your needs and risk tolerance. We take an in-depth look at your overall financial situation, including assets that are not managed by us. We offer a free initial portfolio review and analysis, so you can see how we can help you save money and improve performance. Our approach is far from the typical "buy and hold" mentality - we actively monitor your portfolio.

BBJS Financial Advisors, LLC

BBJS Financial Advisors, LLC is a financial services firm that provides a range of services to help individuals and businesses achieve their financial goals. Our services include financial planning, wealth management, investment management, retirement planning, asset management, tax planning, estate planning, diversification analysis, risk tolerance analysis, hedging strategies, tax compliance, net worth calculation, needs analysis, education planning, and insurance planning. We strive to provide our clients with comprehensive advice to help them make informed decisions about their finances. Our team of qualified professionals is dedicated to helping our clients reach their goals and secure their financial future. With our commitment to service and customer satisfaction, we strive to exceed expectations each and every time. Contact us today to find out how we can help.

Riches Society

At Riches Society, we specialize in helping clients prepare for the future, while achieving their financial goals. Our experienced team offers financial planning, investment advice, retirement planning, education funding and estate planning services. With our independent financial services firm, we have access to a range of products and services to ensure our clients get the best possible options based on their needs and goals. We use proven finance strategies tailored to each individual's risk tolerance and market volatility. Our knowledgeable staff provide impartial guidance, based solely on the client's objectives. We guarantee unbiased recommendations, so clients can rest assured that they are getting the best service possible.

Edward Jones - Financial Advisor: Luke Robertson

I'm a retired Navy veteran who learned from my father about the importance of compound interest. Saving and investing have been a part of my life for over two decades, and I believe that I do it pretty well. When people ask me when is the best time to invest, I answer with one word: Now! Of course, it is also important to consider your risk tolerance and time horizon when making financial decisions. When choosing a financial advisor, there are a few things to remember: I don't have any special tools that most advisors don't; it's important to be aware of the value of financial advice; it's essential to understand the cost of a financial advisor; and, perhaps most importantly, it's imperative to build a strong relationship so that it lasts. At Edward Jones - Financial Advisor: Luke Robertson, I work with clients like you. My goal is to help you understand the math, make smart decisions, protect your estate, and build a lifelong relationship. I believe that excellent communication, open relationships, and a positive attitude are essential for success.