Edward Jones - Financial Advisor: Ellen Guerra

Deane Retirement Strategies

Deane Retirement Strategies has been providing fiduciary financial advice and services in New Orleans and the surrounding area for more than 45 years. Our team consists of Certified Financial Planners (CFPs) and Chartered Financial Analysts (CFAs), who focus on blending retirement financial planning with fee-only, discretionary portfolio management. We currently manage over $200 million in client assets using individual stocks, bonds, and ETFs. We do not use mutual funds, annuities, or insurance products. Our minimum requirement for new clients is $1 million. We offer guidance to Retirees, Near Retirees, Wealth Accumulators, and Company Retirement Plans. Our platform is tailored for portfolios over $1 million. Our firm has the benefit of two generations of financial advisors with over four decades of experience. Our Retirement Advisory team approach ensures our clients will have continuous access to retirement advice and investment management for the long-term. We strive to be a lifetime partner for our clients.

Retirement Strategies

The Retirement Strategies Team is devoted to assisting individuals and families craft a retirement experience of comfort and security. Our mission is to take away the confusion from the financial planning process and provide you with the ability to concentrate on what matters most. We develop a plan that will get you where you want to go quickly and efficiently. Our team provides solutions to address your retirement issues and queries. We are here to help you manage and understand your financial journey. With our guidance, you can make informed decisions to reach your financial goals. We offer personalized services tailored to your individual needs. Our experienced professionals have the knowledge and expertise to help you create a retirement lifestyle that fits your goals and objectives. Whether it’s creating a budget or strategizing investments, we will be with you every step of the way.

Retirement Strategy Group

Retirement Strategy Group is committed to providing high-quality, independent financial advice to clients who care about their retirement. We strive to ensure that our services are in the best interest of our clients. Our affiliate office can be found at 389 N. University Avenue, Provo, UT 84601.You can trust our team to provide you with the best advice and service. We're here to help so don't hesitate to contact us if you have any questions.

Hughes Retirement & Financial Strategies

At Hughes Retirement & Financial Strategies, we are dedicated to helping people achieve their financial goals. Our experienced advisors focus on providing a range of services including investment planning, tax planning, and retirement income planning. We also specialize in Social Security benefit optimization. Our team is proud to serve the communities of Schaumburg, Roselle, Bartlett, Itasca, Arlington Heights, Rolling Meadows, Hoffman Estates, Streamwood, Palatine, Elk Grove Village, and Medinah. Our financial advisors have the expertise and knowledge to help you invest and plan for your future. With years of experience, our team can provide guidance on how to maximize your Social Security benefits, as well as assist with tax planning, retirement income planning and more. Our goal is to help you reach your financial objectives and give you peace of mind.

Retirement Capital Strategies

Retirement Capital Strategies can help you to make the most of your retirement. We are here to help you with clarifying your vision for retirement, balancing between competing priorities, and identifying and developing financial resources that will provide for your needs and desires when you retire. We are committed to making sure you have a secure and comfortable retirement. 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.

Affinity Insurance and Financial LLC: Allstate Insurance Personal Risk Management, Retirement Protection

Having grown up in Sapulpa, I'm familiar with all of Creek County. I've been serving my neighbors and meeting new residents since opening my doors in 2006. When you come into my agency, you'll find a kind, educated and efficient team. Each member is dedicated to helping customers choose coverage that suits their needs and helps protect what matters most. We help with traditional insurance products as well as Personal Risk Management, Retirement Protection, Business insurance and more. Stop by my agency, located one block west of South Hickory Street on West Taft Avenue, or give us a call today.

Gammon Financial, PLLC

Gammon Financial, PLLC is a financial advisor based in Burleson, Texas, just a short drive from downtown Fort Worth. Our mission is to help our clients take proactive steps to live life with purpose. We offer a range of services and products to help you create and implement your personal financial roadmap. These include wealth management, retirement strategies, estate planning, education funding, business solutions, insurance protection, and investment strategies. We understand that most people spend more time planning for their vacations than their retirement. That's why we take a comprehensive approach to helping you plan for your future. We evaluate risks and assess your wealth accumulation and management needs. We also make sure to look at any changes in your life and revise your financial strategy accordingly. At Gammon Financial, PLLC, we are committed to helping you set yourself up for a successful retirement. We will work with you to develop a plan that helps you achieve financial freedom. Get in touch with us today to start your journey towards a secure future.

Decker Retirement Planning

Decker Retirement Planning is dedicated to helping individuals attain the retirement they have been dreaming of. Our team works with those who are retiring or planning to retire within the next 5-10 years, have a nest egg of at least 350K, and dealing with issues such as fear of running out of money, loss of savings due to stock market volatility, or increasing taxes. Our experienced team utilizes mathematical methods to provide personalized solutions that alleviate financial worries and help our clients enjoy their retirement. We strive to empower our clients to take control of their retirement and make informed decisions based on their unique needs and goals. Our staff specializes in understanding the individual nuances of each person's retirement goals and developing strategies that address their specific financial needs.