Marquis Wealth Group

Nelson Chartered

Nelson Chartered provides specialized elder care financial services for families with aging loved ones. Our program is designed to help seniors protect and maintain their assets, including daily cash management, monthly client contact and case review by an account manager, and the maintenance of a retirement budget. This helps seniors meet their financial obligations within their means and avoid exploitation. We also offer a full range of business services tailored to small to medium-size businesses. These include bank and account reconciliations, closing and adjusting journal entries, preparation of payroll and sales tax returns, financial statement preparation, consultation on your financial situation, and filing of income tax returns. Our team is devoted to helping you or your family member manage, protect, and plan your financial affairs. We are committed to helping you make the right decisions for your needs.

Kelly Financial Services

Kelly Financial Services provides comprehensive financial advice and services to help individuals achieve their retirement goals. Our mission is to provide tailor-made solutions and support to meet the individual needs of our clients. We offer Roth IRA Transfers and Roth IRS Conversions to assist with retirement planning. We also provide a variety of other services such as Customized Financial Analysis, Estate Services, Financial Planning, Financial Seminars, Financial Services, IRA Solutions, IRA Solutions for Retirement Planning, Life Insurance, Lifetime Income, Lifetime Income Planning for Retirement, Long-Term Care, Making Your IRA Tax Free in Retirement, Retirement Services, Social Security Maximization, Wealth Transfer and Retirement Planning. Our experienced team of professionals have the knowledge and expertise to provide the highest quality of service to ensure that our clients' financial objectives are met. 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.

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.

The Hedrick

Betty Hedrick has been an expert in investments for more than three decades. She began her career in the futures and commodities markets in 1984 and established her own firm two years later. Betty appreciates the complexities of risk and knows how to identify advantageous investment opportunities, demonstrating a keen eye for financial markets. At The Hedrick, she utilizes her expertise to provide her clients with sound advice and prudent guidance. The Hedrick offers a wide range of services, from portfolio management to retirement planning, along with the experience and knowledge of their team of professionals. They strive to help their clients reach their long-term financial goals through careful financial planning, with the utmost respect for their clients' safety and security.

Hinman Financial Planning

Hinman Financial Planning, Inc. (HFP) is an independent, fee-only firm that operates as a fiduciary for its customers. With a free initial consultation, HFP offers comprehensive financial planning services to help individuals and families navigate the financial transitions and goals that occur in life stages during their 40's, 50's and early 60's. These services include investment management, retirement planning, college planning, elder care issues, estate planning, risk management/insurance analysis, charitable giving/trusts, cash flow and budgeting, and financial transitions such as inheritance and divorce. At HFP, we understand the importance of creating and maintaining a secure financial life. We are committed to working with you to develop a tailored plan designed to maximize your potential for success and meet your own specific needs.

McGreal & Robinson

McGreal & Robinson is a team of tax specialists dedicated to helping people with law enforcement, home businesses, investment properties, and s-corps in the service industry with their business taxes and any related personal tax returns. We offer a variety of services to make sure that your payroll, bookkeeping, estate planning, business valuation, not-for-profit accounting, and QuickBooks training are all taken care of. Individuals can get assistance with estate planning, individual tax planning and preparation, elder care, and personal financial planning. Businesses can make use of services such as small business accounting, payroll services, part-time CFO services, audits, reviews, compilations, forensic accounting, cash flow management, bank financing, business valuation, strategic business planning, new business formation, succession planning, non-profit organizations, internal controls and more. We also offer tax services such as tax preparation, tax planning, tax problems, IRS audit representation, non-filed tax returns, back taxes owed, payroll tax problems, IRS liens, IRS levies, IRS wage garnishment, IRS seizures, IRS payment plans, offers in compromise, bankruptcy, innocent spouse relief and getting an IRS file. Our QuickBook services include setup, training, QuickAnswers, QuickTune-up, and you can even buy QuickBooks and save.

Crossroads Planning

At Crossroads Planning, our mission is to ensure that our clients make the best financial decisions for their lives. We provide innovative and creative financial planning solutions to help lower our clients' tax liability and optimize their finances. Our highly experienced team of professionals ensures that our clients receive the best possible care and service. We strive to go above and beyond in providing our individual and small business clients with a tailored financial plan and advice that suits their needs and helps them achieve their financial goals. Our experience allows us to anticipate potential risks, provide solutions and bring clarity to complicated matters. We are committed to helping our clients build a secure financial future by making informed decisions.

The Sterling Insurance & Financial Group

The Sterling Insurance & Financial Group is dedicated to helping clients protect and grow their wealth. They specialize in asset preservation, offering services such as 401(k)/403(b) rollovers, IRA/Roth IRA conversions, annuity and life planning, long-term care, Medicare planning/Supplemental plans, employee benefits, health insurance, critical care/accident plans and disability. They strive to provide personalized advice that fits each client's individual needs and goals. 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.