Hurley Investments

Grothe Financial Services PC

Taxes, accounting and financial services are essential elements for businesses of all sizes. Accurately tracking and paying taxes is a critical component of running a successful business. Keeping accurate records also helps to ensure that you meet all of your filing requirements. Finally, having a team of experienced financial professionals can help to guide your business decisions and provide insight into best practices. Taxes are a major expense and can be difficult to calculate without the help of an accountant. Tax laws vary from state to state, so working with an accountant familiar with the local area will make sure you stay in compliance with the law. They will be able to itemize deductions and take advantage of any tax incentives that may be available. Accounting services can provide valuable help with your finances. An accountant can help you keep track of all of your income and expenses to ensure that everything is reported accurately when filing taxes. They also can help to create budgets and make projections to help you plan for the future. Financial services provide a range of advice. A financial advisor can help you make sound investments and grow your money. They can also evaluate risk management strategies and offer guidance on taxation and estate planning. Financial advisors can provide additional support such as retirement plans and insurance coverage. By leveraging the services of tax, accounting and financial professionals, you can ensure that your business operates smoothly and stays on track financially. The right professionals can provide insight, guidance and assistance to help you create a larger and more profitable business.

IREXA - Financial Services / Wealth Strategies

At IREXA - Financial Services / Wealth Strategies, we are committed to helping our clients keep more of what they make by creating personalized, tax-efficient investment strategies. Our Strategic Tax Mitigation™ process is designed to optimize taxes for high net worth individuals and entities. This multi-tiered financial planning protocol takes into account the impact of different sections of the tax code to maximize savings. Our team of experienced professionals has years of expertise in providing comprehensive wealth management solutions. We have a deep understanding of the tax code and its implications on investments, allowing us to create tailored strategies that meet the needs of our clients. We strive to provide the best service possible to ensure our clients can achieve their financial goals.

Schultz Collins

As independent investment advisors to individuals and trusts, we deliver objective financial advice and wealth management insight with risk mitigation overlays. Our client portfolios are globally diversified, low cost, and tax efficient. We serve as investment counsel for three general categories of clients: individual investors, retirement plan sponsors, and institutional investors (trusts, foundations, endowments, and corporate accounts).  Our clients are attorneys, entrepreneurs, businesses, non-profits, trusts and endowments who want a comprehensible and rational solution for a complex problem: the prudent supervision of financial assets. As a fee only advisor, Schultz Collins promotes the fiduciary standard, and is nationally recognized for our expertise on fiduciary issues. Specializations: Retirement planning, Asset Management, IRAs, Risk Management, Wealth Preservation, Charitable Giving, Trust Distribution Planning.

Structurecheck

We provide residential structural inspection and evaluation services, which include: Foundation and Drywall Crack Assessment: We assess the condition of foundations and drywall by examining any cracks that may be present. We evaluate the impact of soil-structure interaction on the structure and durability of the building. Remodeling Design: Our team is able to consult on remodeling projects to ensure that the design is adequate for the home and meets all applicable building codes. We are also able to suggest changes that may improve the overall design and performance of the structure. Grading and Drainage: Our team is experienced in assessing the grading of a property and identifying potential problems with drainage. We provide solutions to ensure that water can move away from the home without causing potential damage to the structure. Structural Monitoring: We closely monitor the condition of the structure over time, and make recommendations for repairs or maintenance when needed. We also use advanced technology to detect minute shifts in the structures over time, allowing us to identify any changes to the foundation or other components before damage can occur. Risk Assessment: We assess the risks posed to the structure by environmental factors, such as flooding, earthquake activity, and inclement weather. We use this information to recommend mitigation strategies that can help protect the structure from potential disasters. Expert Witness Services: Our team is also available to provide expert witness services in legal cases that involve residential structures. We are qualified to assess the condition of a building and provide testimony regarding any potential damages or liability issues.

Assurance Wealth Management

At Assurance Wealth Management, we specialize in providing comprehensive wealth management and risk mitigation services to individuals, families and small businesses. Our experienced financial advisors work to create individualized portfolios with a strong focus on risk management. We also offer a range of financial planning and retirement planning services to help our clients reach their financial goals. Our team is dedicated to providing the highest quality service to our clients. We use the latest technology to ensure that our clients receive the best advice and strategies tailored to their individual needs. Our commitment to client service and satisfaction is the foundation of our success.

Sigma Financial Solutions

At Sigma Financial Solutions, we understand how overwhelming it can be to decide on the best student loan repayment option. That's why our team of experts provide financial consultation, tax return preparation and debt management services to make sure your decisions are informed and beneficial. Our commitment is to provide you with comprehensive strategies that will help you achieve financial security. We specialize in helping our clients with student loan repayment options (IBR, PAYE, REPAYE, etc.), investing for the "tax bomb" and tax mitigation strategies. Our team of experts have extensive experience in these areas, and are dedicated to helping you make decisions that are in your best interest.

Wealth Management Partners of Los Angeles

Wealth Management Partners of Los Angeles is a financial services provider that offers a range of strategies to help individuals plan for retirement, assess financial risk, and develop estate planning strategies. From starting retirement accounts to mastering the art of beating the market, they provide comprehensive advice on how to create and preserve wealth. They also specialize in offering tax strategies, premiere financing, and income creating solutions after retirement. Furthermore, they provide specialized services for Millennials, such as wealth accumulation advice, and offer guidance on 401k, IRA, 403b, 457, Roth, and annuity rollovers. The team at Wealth Management Partners of Los Angeles is dedicated to helping clients reach their financial goals. They are experienced professionals who strive to stay ahead of the latest market trends and offer tailored solutions for each client’s unique needs. They have a proven track record in helping individuals with sudden wealth management, such as lottery winnings or inherited assets. They are committed to passing an estate to an heir and preserving assets for heirs.

Elite Wealth Management

At Elite Wealth Management, we strive to be a proactive partner in serving the best interests of our clients. We offer a full range of financial services and solutions designed to meet the individual, family, and institutional needs of our clients. Our team of analysts is dedicated to providing sound investment advice and strategic planning tailored to each client's needs. We specialize in financial advising, financial planning, investment strategies, financial consulting, financial asset management, risk management, investment strategy, alternative investment, retirement planning, and estate planning. We understand the importance of truth in value-creation and strive to provide our clients with peace of mind regarding their financial future. We manage the assets of our clients through Separately Managed Accounts at a major online brokerage. This ensures our clients have control and transparency over their accounts. Our firm serves a broad base of clients, from newly affluent individuals to families with long-term wealth and complex financial requirements.