JPS Financial Services

Retirement Income Planning

We specialize in helping people who are either approaching or already retired to create and manage a financial plan that will secure their future. Our services focus on long-term investments, crafting a retirement income plan, as well as estate planning.We take pride in the quality of our services, and aim to ensure that your needs are met quickly and efficiently. Our experienced team of professionals is here for you, so don't hesitate to get in touch today.

JPS Financial Services

Since 2000, Jason Santos has been helping clients gain financial freedom through his company JPS Financial Services, Inc. His work is focused on creating comprehensive retirement income plans, estate and legacy strategies, goal-based financial planning, risk management techniques, tax mitigation and deferral of taxes, and small business financial strategies. He has designed a personalized approach to financial planning that looks at each client's individual situation and needs.The team at JPS Financial Services, Inc. are dedicated to providing clients with the knowledge and tools they need to make informed decisions about their finances. With their comprehensive analysis and tailored plans, their clients can develop a greater understanding of their investments and financial options. They offer complimentary consultations to those who are interested in taking the next step to financial independence.

The Retirement Solution

The Retirement Solution is dedicated to helping its clients achieve their financial goals in retirement. We understand that many individuals have questions about when they can retire and how much money they will be able to spend each month. That's why we offer comprehensive retirement distribution plans that take into account your income, taxes, and stock market fluctuations. Our experienced planners have diverse backgrounds that allow them to provide you with the most effective guidance. We work with you to reduce taxes and increase income for security and peace of mind. Plus, our cash flow plans give you flexibility and stability that can span your entire retirement. At The Retirement Solution, we strive to ensure that all our clients succeed in retirement by providing them with the best financial advice possible. Regardless of your age or stage in life, our team is here to help you make the most of your financial future.

Covenant Wealth Advisors

Covenant Wealth Advisors is more than a private wealth management firm - we are an intelligent team of fiduciary financial advisors, fee-only financial planners, and retirement income planning professionals. Founded in 2010, we are one of a few fully independent wealth management firms and fee-only financial planners located in Central Virginia with offices in Williamsburg and Richmond.As our clients' Personal CFO, we ensure that their overall financial goals are met in a prudent way. Our simple and elegant wealth management process provides our clients with clarity on what's important, comprehensive insights into how to accomplish their financial and life goals, and an ongoing partnership to guide them along the way.Our mission is to provide our clients with financial security and peace of mind through a lifetime of trust, personal relationships, and objective advice. We take on new clients as part of our extended family, and many of our relationships span multiple generations.We cater to a variety of clients from physicians, corporate executives, successful professionals, business owners, Christian families, entrepreneurs, to individuals and families with substantial and complex assets. While investable assets typically exceed $1,000,000, we are able to serve clients of all asset levels, including their children and heirs.

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.

Cornerstone Financial Partners

As an independent financial services agent at Cornerstone Financial Partners, I'm committed to helping families safeguard their assets and their loved ones. My expertise lies in making life insurance, disability insurance and annuities understandable and implementable, so that clients can make the best decisions for their unique situation. I offer a wide range of options, from permanent life insurance (whole life, index universal life, universal life) and term insurance, to disability insurance and fixed index annuities. Additionally, I'm able to provide social security planning, retirement income planning and strategies. At Cornerstone Financial Partners, I'm dedicated to providing the highest level of service to my clients. My independent status allows me to search through various insurance carriers to find the best fit for any given situation. I strive to make sure that my clients are informed and educated on the products and services they are receiving, so that they can make the best decisions for their financial needs.

TFG Wealth Management

TFG Wealth Management's President, Mark Fried, is pleased to offer a free financial consultation. During this meeting, he will evaluate your present finances, strategies, targets, and determine whether your current plans are suitable for your future objectives. Our services are designed to help you achieve your long-term financial goals, integrating retirement income planning, asset and investment management, tax planning, healthcare planning and estate planning into one comprehensive package. Mark Fried is a Wealth Strategist who has worked with wealthy families for years to get clients to and through retirement. TFG Wealth Management's mission is to help clients reach their three financial objectives - Control, Security, and Financial Freedom. 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.

Pelleton Capital Managment

For years, we have suggested to clients that their life, especially the financial life, is like one giant jigsaw puzzle.There are a lot of pieces that need to fit together to complete the puzzle. We ask them, "What it the most important piece of a jigsaw puzzle?" Someone might say, "the corners," Someone else might guess, "the edges." It could be the "the first piece," or "the last." It could even be "the one that fell on the floor." All good answers but not the right one. From what we've learned in our 30+ years in this business, the single most important piece of any jigsaw puzzle is the box top. Without that, how do you know what the puzzle is supposed to look like? At Pelleton Capital Management, we see our role in the investment and financial planning process as being your box top. We help create the overall image, the solution, so that the pieces in your financial puzzle fit nicely together, providing the outcome you desire. Services Offered: Financial Planning, Investment Management, Retirement Income Planning, Insurance review and analysis (life, health, long term care) , Social Security Planning, College Planning