Bair Financial Planning

Bair Financial Planning

Bair Financial Planning is a San Diego-based wealth management firm that has been in business for over 25 years. Our team specializes in providing financial guidance to female CEOs, LGBT families, and successful entrepreneurs to help them make informed decisions that will shape their future. We strive to be a socially responsible business with a commitment to environmental sustainability, corporate transparency, and social responsibility. To this end, we have developed our High Impact Portfolios, which integrate sustainability and ESG criteria into our investment selection process. Our experienced advisors provide personalized services to clients, offering tailored advice to ensure their financial goals are achieved.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.

GreenStar Advisors

Chad Gordon is the founder and CEO of GreenStar Advisors, a registered investment advisor. He brings a passion for helping individuals, couples, and families make wise wealth-optimized decisions. With holistic financial planning, disciplined investment strategies, and proactive personal service, Chad’s goal is to ensure clients follow a long-term conceptual framework for all financial decisions. His approach to financial advice begins with a comprehensive analysis of each individual’s life, goals, and financial situation. Once the overall picture is established, Chad works with the client to develop an appropriate investment strategy and puts it into action. His ultimate priority is delivering sound advice and service that is in the best interest of the client. With more than a decade of experience, Chad has helped to build GreenStar Advisors into a nationally recognized firm. He believes in the power of optimized financial decisions, creating a client-centric experience, and helping individuals live the lives they envision.

Cavender CPA, PLLC

Cavender CPA, PLLC is a full-service accounting firm dedicated to providing quality financial services and advice to individuals, businesses, construction and real estate industries. Our team of professionals specialize in accounting, auditing, tax planning, income taxation, tax preparation, business consulting, SBA loan processing, real estate lending, and mergers & acquisitions. We also offer payroll and QuickBooks services for our clients. Our range of services includes business valuation, cash flow management, compilations, internal controls, new business formation, non-profit organizations, part-time CFO services, small business accounting, strategic business planning, and succession planning. For those in the real estate industry, we provide contract CEO/CFO, accounting, business plan preparation, land acquisition & zoning, loan package preparation for financing, project feasibility, rental property analysis, and tax services.

Prosperity Financial Associates

Darla Pellersels is the only female SmartVestor Pro in Southern Nevada. She has been featured in Glamour Magazine, along with Dave Ramsey's best selling author Chris Hogan, discussing how to get out of debt. Darla has devoted herself to serving middle class America through Prosperity Financial Associates, a financial services firm dedicated to providing financial education and solutions to clients in the greater southwest region. At Prosperity Financial Associates, they strive to teach their clients how to manage their finances and plan for retirement. The team is based on principles of integrity, honesty, and professionalism, and they are passionate about helping their clients protect, save, and invest their hard-earned money. The team at Prosperity Financial Associates offers to examine and discuss your financial history and future free of charge. They can help you devise a plan to get out of debt, protect your income, create or evaluate a budget, plan for retirement, and even help plan for college tuition.

John P Morse, CPA, LLC

My firm specializes in providing one-stop shop services for small and medium sized professional businesses. Our services include monthly payroll and bookkeeping, monthly or quarterly accounting and financial statement preparation, tax planning, tax return preparation, and sounding board financial advice. We are committed to providing personalized service with on-time results and reasonable fees. Our clients include law firms, consulting firms, marketing firms, lobbyists, physicians, realtors, real estate companies, and entrepreneurs. We start our fees at $350.00 per month and this includes the owner's personal tax return for the year. Relationship is critical to the way my practice runs. Clients can contact me any time they have a question or business opportunity and I will provide them with a considered point-of-view, advice, and counsel. This conversation doesn't result in a bill as it is part of what a relationship is. My unique perspective as a former police chief, CEO, and President of the Colorado State Senate will also add value to the services provided.

The Investment Counsel Company

The Investment Counsel Company is a Nevada-based, independent investment management consulting firm that has been providing financial advice and guidance for over three decades. It was one of the first firms of its kind in the state, and is the only Nevada firm to make the Top 100 Independent Financial Advisors list of the Wall Street Journal and Barron’s. The Investment Counsel Company currently manages over $1.4 billion in assets. The company is dedicated to helping its clients reach their financial goals, whether it's affluent families, business owners, retirement plan sponsors, foundations or endowments. Its founder and CEO, Randy Garcia, has set the bar high for integrity, innovation and vision in terms of client relations and services. If you have $1 million or more in investable assets, get in touch with The Investment Counsel Company to discuss how their experienced fiduciary investment advisors can assist you in achieving your financial objectives.

Andrews Financial Planning

At Andrews Financial Planning, we are passionate about personal finance. Our integrated service model provides financial, legal, and consulting services on a fiduciary basis. We work with individuals and businesses to maximize resources, plan for the future, and protect their interests. Kathryn Andrews is a financial planner and licensed attorney with over 20 years of experience. Her expertise covers a broad range of topics such as savings strategies, retirement planning, asset protection, money management, real estate investment consulting, debt reduction, contract negotiation, law school admissions consulting, corporate law, equity investments, purchases and sales, liability protection, and complex business transactions. We offer our services on a fixed fee or hourly basis, depending on the customer's preferences and the nature of services required. There are no products for sale, commissions, or hidden fees, only sage counsel with your best interests in mind. Our services are guaranteed to your satisfaction. At one time or another, everyone can benefit from directed expert advice. Get started today and make sure your future is secure!

Gold Canyon Financial Planning

Gold Canyon Financial Planning is a holistic, Fee-Only, Independent, financial planning and registered advisory firm located in Arizona.  We are dedicated to providing Financial Planning and Wealth Management to the Lesbian, Gay, Bisexual, Transgendered (LGBT) and supportive community.  We help individuals and families transform their lives through holistic or life-integrated financial planning.  We tailor strategies to met the unique needs of same-sex couples and individuals in our community.  We enjoy working with people from all walks of life.   Diane A. Ouellette, MBA, Certified Financial Planner, is proficient in Holistic Financial Planning and is highly respected for her ability to build relationships on a foundation of trust and partner with clients to help them meet their financial goals.  Partners, Diane A. Ouellette, MBA, CFP and Tracy C. Gale pride ourselves on offering exceptional client service and developing long-term, collaborative relationships.