Edward Jones - Financial Advisor: Tim Short

Edward Jones - Financial Advisor: Tim Short

In these difficult times, we are here for you. We want to listen, support and help you through this difficult period. Our priority is to ensure your physical and financial health. Let us know if there is anything we can do for you.Edward Jones - Financial Advisor: Tim Short is an investment firm that understands the importance of personal conversations when it comes to achieving your financial goals. We can help you plan for retirement, save for college tuition and make smart tax decisions. Our team of experienced advisors are here to guide you through every step of your investment journey.

Outlook Wealth Advisors

Making sound financial decisions as you enter retirement can be a daunting task. But for over 25 years, Outlook Wealth Advisors has been helping pre-retirees and retirees plan for their dream retirement. Our team of Certified Public Accountants and Certified Financial Planners® uses a holistic, fiduciary process to create personalized financial plans and comprehensive strategies. Our goal is to provide our clients with the confidence to live the retirement life they've always envisioned. Our approach to retirement planning includes income strategies, investment management, and tax mitigation solutions, as well as healthcare and long-term care strategies and estate planning. We believe that these strategies should work together in harmony and not be viewed as standalone solutions. We have a long-term view that encompasses the entire life of the client, rather than taking a short-term, transactional approach. At Outlook Wealth Advisors, we understand and respect that our clients have worked hard to earn the right to enjoy their retirement years. We will work closely with them to protect their assets and provide reasonable growth, so they can pass on their legacy to the next generation.

Castle Financial Integrated Wealth Management Strategy

Introduction: Castle Financial: Helping You Develop a Fully Integrated Wealth Management Strategy. Our primary goal is to guide our valued clients towards developing a solid financial structure. Stand the test of time and build their wealth for their family and future generations. Services: We conduct an in-depth analysis of your financial situation. Apply the collective knowledge of our financial planning team to develop a plan to help you achieve your financial and life goals. So our clients to achieve their long-term financial goals in a tax efficient manner. Goals-based financial security planning approach is designed to help clients define customized short and long-term goals. Critical to identify roadblocks or gaps that might impact the financial planning strategy. It is imperative to monitor the plan on an ongoing basis to ensure it meets any changing needs.

Mercer Advisors

Choosing a financial planner is one of the most important decisions you can make for yourself and your loved ones. He/she is central role in helping you meet your life goals and achieve financial well-being. That's why you have to choose someone competent and trustworthy, like Walter Chao. He offers fee-based comprehensive independent financial planning to match your short, mid, or long-term goals. Call to learn more.

DEW Financial Management Group

Bringing Wall Street Strategies to Main Street Folks! Invest | Insure | Manage | Retirement Planning We are in the business of helping clients meet all their financial challenges. We do this by using a total wealth management approach. Each area is important individually but managing them all collectively is one of the most important considerations in your overall financial success. Our approach can help you invest for all stages of your life, manage your exposure to taxes, meet your insurance needs, transition to and live in retirement and provides a plan to successfully transfer your wealth to your children and grandchildren. The mission DEW is to provide independent and objective financial services with the highest standards of integrity and professionalism in our relationship with you, our client. We endeavor to know and understand your financial situation and provide you with only the highest quality information, services, and products to help you pursue your goals. Financial planning is about more than preparing for retirement. It's about working toward short- and long-term goals and helping protect the most important things in life.

Rundlett & Associates

At Rundlett & Associates, we offer a wide range of business-related accounting services. Our team of tax professionals have experience in income tax preparation, tax planning, tax accounting, tax service, and consulting for individuals and businesses. We can provide audit defense and handle any IRS, FTB, BOE, or EDD inquiries. Our services are available to clients in San Diego, Poway, Scripps Ranch, Ramona, and Rancho Bernardo. We understand the importance of proper tax planning and preparation, and we strive to be your go-to resource for all your tax needs. Whether you need help with filing your 1040 or require guidance on business entity selection, we can provide the expertise you need. We can also help you with corporate taxes, form corporations, C Corps, LLCs, APCs, LLPs, partnerships, and S corps. We provide a broad range of services to help you manage your finances, including forecasting, valuation, insurance, financial planning, financial statements, composition, and forensic accounting. We can also assist with fraud prevention, gifts, buy and sell agreements, like kind exchanges, depreciation, depreciation recapture, home sale tax consequences, and tax liability. If you are looking for a top tax and accounting firm for your business, we can help you grow and achieve your profit and loss goals. We can provide income statement and balance sheet reports, bank reconciliation, and advice on sole proprietorship, bookkeeping, controllership, CFO services, banking, credit, foreclosure, and bankruptcy. We also offer estate planning and attorney services, as well as assistance with refinancing and short sales. Our team has expertise in tax law and can provide assistance with quickbooks and business plans. Our certified tax professionals can help you with property taxes and provide guidance on business ownerships. Our goal is to provide you with the best possible services to ensure you and your business reach your financial goals. Contact us today to learn more about how we can help.

The Cash Coach - MicKallyn Elis

Welcome! I'm Coach MicKallyn, and I help those who want to save their hard-earned money. Are you ready to stop winging it financially and save more? If so, you've come to the right place. If the thought of implementing a financial plan, gaining clarity, building confidence, and eliminating financial stress feels a bit overwhelming but also exciting, then I'm your financial coach. On the other hand, if you're looking for someone to help with investments or a retirement plan, you'll need a financial advisor. (It's possible to have both!) If you consider yourself driven and future-focused, then this is the perfect fit for you. If personal development and changing habits to build a better financial future is something you value, then you're in the right place. Life is too short to be burdened with financial stress. I'm here to help. Let's get started! Schedule a 15-minute Discovery Call and let's get going.

Your Financial Pharmacist

Your Financial Pharmacist is a fee-only financial planning firm dedicated to helping pharmacists and young professionals achieve their financial goals. We offer tailored financial advice and services to help individuals reach their short and long-term objectives. Our team of experienced advisors provides personalized guidance, support, and strategies to ensure our clients are on the path to financial success.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.