Shaver Financial Coaching

Atlas Capital Management

Financial planning and retirement planning are important components of achieving financial security in the future. Planning for retirement should involve developing a plan for how you will save and invest for the future, in addition to considering how you can best use your current income and resources to achieve your goals. When creating a financial plan, it is important to consider all aspects of your finances. This includes setting a budget, planning for any debts you have, and assessing what investments and savings you already have in place. It is also important to consider your long-term goals such as retirement and college savings. Retirement planning is more than just thinking about how much you need to have saved when you eventually retire. It requires understanding the different types of retirement savings options, such as 401ks, IRAs, and annuities. You should also research different ways to invest and save your money, such as stocks, bonds, mutual funds, and real estate. Lastly, you should consider Social Security and other associated benefits that may be available to you. By taking the time to plan for your financial future, you can ensure that you are well-prepared for whatever life throws your way. A sound financial plan can help you reach your retirement goals, build wealth, and enjoy financial security for years to come.

Keep It Simple Financial Planning

Keep It Simple Financial Planning supports clients in their journey towards retirement confidence. We help them to optimize their investment portfolios, decide on the best Social Security strategy, and build a plan to enable a smooth transition from work to retirement. For younger generations, we provide coaching services to help them develop wealth-building habits and mindsets. Our team of professional advisors has extensive experience in financial planning and is committed to helping our clients establish a secure financial future. We offer personalized advice, tailored to the individual's needs and goals, as well as group coaching programs that focus on mastering the skills to build long-term wealth.

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.

Ashraf Gerges - COUNTRY Financial representative

As a COUNTRY Financial representative, Ashraf Gerges is dedicated to providing financial security for individuals. He works directly with clients to assess their specific needs and assists them in finding the right insurance and financial products and services to protect their current and future financial well-being. With a full range of products available, he can help create a tailored plan to ensure a secure and prosperous future. Mr. Gerges has the expertise to identify the best solution for every individual. He takes the time to listen to his clients and provide personalized advice on how to achieve their financial goals. He believes in building long-term relationships with his clients, and is committed to helping them reach their desired outcome. With a wealth of experience and knowledge, he is the perfect choice to ensure your financial security.

Heckman Financial & Insurance Services

Creating a secure financial future doesn't have to be complicated and overwhelming. Eric Heckman of Heckman Financial & Insurance Services has developed a Blueprint To Worry Less Wealth™ which helps to maximize financial opportunities while minimizing taxes and protecting principal. His approach is tailored to each client's individual needs and will help them to create a plan for their future. Eric and his team are experts in alternative financial products and wealth management and are dedicated to helping their clients reach their financial goals. They provide personalized services to build a portfolio that is designed to protect and grow clients' assets while preserving their principal. Their process has been trademarked and Eric offers complimentary consultations so that clients can get started on their journey to financial freedom and security.

Reilly Financial Advisors

Reilly Financial Advisors is dedicated to helping our customers achieve their individual financial objectives. We offer four distinct services: wealth building, wealth management, wealth legacy and corporate retirement services. Wealth building is designed for those who are still amassing their investment portfolios. Wealth management is suitable for those who have saved up and have specific needs in relation to their wealth. Wealth legacy is aimed at those who have accumulated a considerable amount of wealth and have unique transition requirements. Corporate retirement services offer customised solutions for plan sponsors and participants. RFA, established in 1999, serves customers across the US and abroad. As an independent adviser, we are committed to offering our clients the highest level of fiduciary services. This means that all investments decisions we make are based solely on what's best for our clients. We strive to be our customers' first point of contact for all their financial needs and serve as their trusted partner for the long term.

oXYGen Financial

At oXYGen Financial, our mission is to provide comprehensive financial planning services and help you manage your cash flow, insurance, wealth management, taxes, retirement, and estate plan. We can assist small businesses too and, most importantly, we want you to feel at ease with your finances. Our team of experts are dedicated to providing superior service and insights that are tailored to your individual needs. We strive to create personalized strategies and solutions to ensure you have peace of mind about your financial situation. Our process is comprehensive and includes comprehensive analysis of your assets and liabilities, as well as strategies for risk management and wealth building.

Savvy Financial Habits

At Savvy Financial Habits our mission is to empower people financially, so they are no longer living paycheck to paycheck and can start increasing their net worth with sound money strategies to reach retirement readiness sooner. We provide financial coaching to help people take back control of their money. We focus on overcoming negative money thoughts and creating plans to develop positive habits with their money. We offer guidance with budgeting, saving for retirement, debt repayment, starting a business, and building wealth. Through our services, we help our clients understand how their money can work for them to fulfill their dreams.