Lakewood Hills Investments

Najla's Personalized Planning And Events

Najla's Personalized Planning and Events is a full-service wedding and event planning company. We specialize in crafting special events that will leave a lasting impression on both the client and their guests. By collecting creative and sophisticated ideas, we strive to create an unforgettable experience.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.

KA Law Personalized Estate Planning

Introduction: At KA Law, we offer personalized estate planning, tailored to suit your particular situation and needs. As a boutique law firm, you will receive one-on-one counseling directly from me, Karen Ahrens. I will be your point of contact from the initial phone call to the signing of your estate planning documents. You will not be passed off to anyone else, you will not get lost in the shuffle, you will not have emails go unanswered. I only take on the number of clients that I can personally provide my complete attention to. Service: I will provide you with the various plan options as well as upfront pricing for those plans, there are no hidden costs. I tailor your plan to address your particular circumstances, whether you are working with limited resources. Need to get a basic plan in place to protect your family. You are looking to minimize taxes and transactional costs for a transfer of wealth from one generation to the next. Regardless of the plan you choose, I will be here to ensure that your questions are answered. Your family is taken care of in the way that you would have wanted, and that we do so as economically as possible.

Lo & Lo Bankruptcy Law, General Litigation, Personal Injury And Estate Planning

With over 40 years of experience in bankruptcy law, general litigation, personal injury and estate planning. Established in 1981, and as one of the oldest law firms in the area. Services: Establishing a corporation, LLC or partnership, drafting and reviewing contracts and agreements, Litigations in civil, business, bankruptcy or real estate matters, personal injuries in auto accidents, Corporate/personal bankruptcy filings and litigation, conservatorship or probate matters, Or setting up a living trust, thousands have turned to our office over the past four decades for help. The diversity of our client base reflects the breadth of our practice areas and expertise. We are also fluent in Mandarin. The firm's headquarters is in Alhambra, California and our main site page can be viewed at that location. We look forward to working with you!

Assured Partners Front Range Insurance Group LLC personalizing home and auto planning for individuals and families

Front Range Insurance Group has been personalizing home and auto planning for individuals and families since the agencies incorporation. With over 45 years of combined experience, our staff in the personal lines department specializes in helping to protect your most valuable assets. Through gathering of vital data, discussing your individual concerns and interests and focusing on value. Our experienced staff always has your best interest in mind. Front Range Insurance Group can help secure the right program for your various family and individual needs. Insurance through Front Range Insurance Group allows you to leave your worries behind so you can play hard.

The Financial Architects - Orange County

We are open during COVID-19 stay at home order and will be happy to setup a free zoom consultation. Contact us to schedule an appointment at 714-851-7274. We specialize in: 1. 401K/403b/IRA rollovers protecting from risk and fees: 3%-10% matching bonus to owners 2. Income protection with living benefits 3. Tax-Reduction Planning (personal and business) 4. SEP IRA/SIMPLE IRA/Roth IRA/Pension plans/Tax-Free Retirement Plan 5. Personal Pension Plans/Guaranteed lifetime income 6. Estate Planning & Legacy Preservation (personal and business) 7. Life Insurance: Term Life (cheapest cost) & permanent life with cash value 8. Long Term Care & Living Benefits & Disability Income Plan 9. Tax-Free College Funding Plan If you need answers to your questions, you have come to the right place.

Wealth Engineers

Wealth Engineers is a 100% fee-only financial planner that serves a wide range of clients from all over the country, including Denver. Our clients are typically mid-level to executive professionals, entrepreneurs and business owners, or retirees who have higher-income earning needs and require assistance with investing for the future, minimizing their tax burden, and/or planning around their family. Our relationship with our clients begins with fiduciary investment and financial planning advice. We work closely with clients to craft low-cost, tax-efficient investment solutions as well as provide them with industry-leading software to help bring their entire financial world together in one place. Our team of thoughtful and experienced financial planners develop a personalized plan and never charge any product sales or commissions. The range of services we offer includes investment portfolio design and management, reviewing insurance coverage and developing risk management plans, planning and investing for college, tax minimization planning and strategy, maximizing employee benefits, social security planning and maximization, and analyzing and making recommendations on 401(k), 403(b), 457(b), or IRA accounts. With Wealth Engineers, you can rest assured you're getting the most comprehensive financial advice available.

Lakewood Hills Investments

At Lakewood Hills Investments, we specialize in providing comprehensive financial planning services to help ensure your retirement success. Our “Know So Plan” offers more than a "Hope So Plan" by taking into account all of your retirement income components -- Social Security benefits, company pension plans, and retirement savings -- and creating a guaranteed income plan that will last your whole life. We specialize in Social Security maximization, personal pension planning, tax-free retirement account development, survivor pension planning, and wealth transfer of assets. We use all of these tools to work with our clients to create a unique income plan through which they can achieve their retirement goals. Our team is passionate about giving our clients the confidence of a secure retirement. If you want to protect your retirement wealth and make sure it meets your needs for life, contact us today to find out how we can help you with your Know So Plan.

Essence Wealth & Insurance Services

Essence Wealth & Insurance Services is a financial advising firm located in the San Jose and Santa Clara area. Our mission is to help our clients save, grow, protect and enjoy their money. We use a comprehensive financial planning process that includes cash flow analysis, budgeting, debt reduction strategies, career/job change decision making, property purchase/sale analysis, investment asset management, insurance solutions, retirement planning, estate planning, wealth strategies, self-funded pension plans, IRA rollovers, tax projection, tax strategies, tax-efficient investing, defined benefit and contribution plans, non-qualified deferred compensation, alternative investments, risk management, executive and employee benefits, 401k/403b/457 plans, special needs planning, business continuation and succession planning, and college planning. Our team of experienced advisors are here to assist with any financial needs. 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.