Benavides Financial Group

Lilani Wealth Management A Full Service Financial Planning And Investment Advisory Firm

Lilani Wealth Management is a full service financial planning and investment advisory firm, located in Roseville and in San Mateo, California. We recognize that our clients have active and multifaceted lives. Our mission is to create and preserve wealth for our clients through effective implementation of sound financial strategies. Financial planning does NOT have to be an intimidating or frustrating process. We listen to our clients' concerns, learn what is important to them and take action. We regularly communicate with them to ensure the feasibility of their plan, while staying current with tax and estate law changes.

The Office of Terrie Bui - Financial Planning, Tax and Insurance

Tax Services: 1. Filing tax returns, 2. Tax strategies (individual and business) Financial Planning and Insurances Services: 1.Tax-Reduction Planning (personal and business) 2.401(k)/403(b)/IRA Rollover: 3% - 11% matching bonus to owners, no fees 3.SEP IRA/SIMPLE IRA/Roth IRA/Pension plans/Tax-Free Retirement plan 4.Guaranteed Lifetime Income Plan 5.Estate Planning & Legacy Preservation (personal and business) 6.Life Insurance: term life (cheapest cost) & permanent life with cash value 7.Long Term Care & Living Benefits & Disability Income Plan 8.Tax-Free College Funding Plan

All Faith Financial Services the financial services and estate planning profession

Mr. Rick Love has been in involved in the financial services and estate planning profession since 1996. He is a Certified Senior Advisor. Furthermore, Rick has been listed by the Society of Senior Market Professionals as one of the Top Professionals in the Senior Market. In addition, he is a member of the Million Dollar Round Table, one of the premier designations in the financial service industry. They are also listed in the Christian Blue Pages as an approved Christian business. Mr. Love is uniquely qualified to help folks of all ages with their Life Insurance, Medical Insurance, Annuities, Long-Term Care Insurance. We work with guarantees not risky speculation.

Juanita McKenna Retirement & Financial Planning Services

Juanita McKenna Retirement & Financial Planning Services has been offering financial planning and education in El Paso, Texas since 2000. Their mission is to help families achieve their financial goals by providing comprehensive and personalized service that is tailored to each person's specific needs. They specialize in creating plans with a focus on long-term growth, debt reduction, and savings strategies to maximize cash flow. Their team of experienced advisors are dedicated to building relationships with their clients and helping them reach their financial objectives.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.

Rita Holder Law In Estate Planning, Retirement Planning And Tax Controversies

Rita Holder Law, located in Walnut Creek and San Francisco, is a well-respected firm specializing in estate planning, retirement planning and tax controversies. Our estate planning services will enable you to manage your assets, your health care, and your bequests in the event of your incapacity or death. Our passion is helping clients design their legacy. It is a priceless gift to your heirs to have planned well. If you have minor children you probably want to name the person or persons to care for them after your death. You probably also want to make sure certain or your relatives DO NOT care for your kids if you die. You must name guardians in your will. If you do not name guardians during your lifetime in your will, the court will decide who will take care of them upon your death. There are different types of conservatorships under the California Probate Code, including general conservatorships and limited conservatorships.

Thornton Law Firm LLP A Wide Range Of Litigation, Business Law And Financial Planning Services

Thornton & Naumes is a law firm that provides a wide range of litigation, business law and financial planning services and solutions. It specializes in the areas of resolving disputes and business and legal solutions. The firm offers various legal services that include Pharmaceutical drug and medical device litigation, toxic tort. Environmental litigation, and construction and jobsite accidents. It also provides a variety of other services in additional areas that include: Products liability and personal injury, mesothelioma and asbestos claims, childhood lead poisoning, Federal employers liability, workers' compensation and whistleblower litigation. It also offers law-related assistance for automobile, truck and bus accidents.

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.

Southwest Retirement Consultants

Southwest Retirement Consultants offers comprehensive financial planning and investment advisory services to clients of all ages. Our team is dedicated to helping you develop a strategy that meets your individual needs, values, and goals, whether you are in your working years or approaching retirement. We are fee-only advisors, so you can trust that our advice is unbiased and tailored to your specific situation. Our services include saving, spending, and investing guidance, as well as personalized advice that takes into account your unique financial objectives. 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.