Strategic Philanthropy

Strategic Philanthropy

Strategic Philanthropy, Ltd. is a global philanthropic consulting business located in Chicago with a branch in San Francisco. Founded in 2000, we specialize in assisting individuals, families, small businesses, and family-run enterprises with managing their charitable giving. We team up with our customers' legal and monetary specialists to guarantee that their beneficent gifts are overseen in an efficient and proficient manner. Our experts have a wealth of experience helping our customers make educated decisions regarding their philanthropic 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.

RELO Direct

RELO Direct®, Inc. is a global relocation management company based in Chicago, helping people move with trust and appreciation for their employer. We provide a full range of relocation consulting and management services to corporate companies and U.S. government agencies. Our staff are experienced and committed, and we offer technology solutions and diverse program options. We have worldwide coverage, managing all aspects of the relocation. Our partner, Leading Real Estate Companies of the World®, allows us to connect relocating employees to leading independent real estate firms and over 135,000 premier real estate professionals in over 70 countries. In addition, RELO Direct® encourages thought leadership in the field of HR and mobility through our Global Mobility Roundtable™ (GMR). This provides benchmarking, networking and educational opportunities to a community of professionals. Our mission at RELO Direct® is to deliver the best customer service experience, while achieving sustainable growth and profitability by providing our clients with the highest quality employee mobility services and cost containment solutions.

Forte Group

Forte Group is an international IT consultancy firm that was established in 2000 by entrepreneur Steve Kreynin. It is based in Chicago, with additional offices located in Eastern Europe. The company specializes in providing innovative IT solutions and services to its global clients. 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.

Sarah Helen Events

Sarah Helen Events is dedicated to helping you plan the perfect wedding day. We offer a variety of services tailored to your individual needs, including full service planning and design, partial service planning, day of wedding coordination, and hourly wedding consultation. Our commitment to creativity allows us to deliver the results you desire through a strategic process. We also specialize in planning corporate events such as awards ceremonies, business dinners, executive retreats, expositions, global and national sales meetings, golf events, holiday press conferences, product launches, seminars, shareholder meetings, team building events, trade shows, VIP events, incentive trips and events, meetings or board meetings, networking events, opening ceremonies, and philanthropic events. Finally, we are also equipped to assist with social events like anniversaries, baby showers, birthdays, children's events, dinner parties, engagement parties, graduations, luncheons, retirement parties, holiday parties, and other social celebrations. No matter the occasion, Sarah Helen Events is here to make sure the event is a success.

Aspen Wealth Planners LLC

Portfolio analysis is a key component of financial planning. It involves reviewing an individual’s current investments and providing portfolio recommendations tailored to the individual’s specific goals and circumstances. As part of this process, tax planning and preparation should be considered to ensure that the most tax-efficient strategies are implemented as part of the investment plan. Insurance review is another important element of portfolio analysis, with the aim of ensuring that adequate coverage is in place for both present and future needs. Goal setting is an essential aspect of any comprehensive financial plan. Financial planners should work with clients to identify their long-term objectives, map out realistic steps to achieve those goals, and track progress against these benchmarks. Cash management and budgeting are two further facets of financial planning which provide guidance on how to save and manage funds on a daily, monthly and yearly basis in order to achieve financial success. Retirement planning is also a fundamental component of any financial planning strategy. It involves assessing current resources and determining appropriate strategies to ensure sufficient resources are sufficient to meet retirement goals. Tax-efficient charitable giving and college funding are other areas that should be included in a comprehensive financial plan. Both of these strategies can help to maximize the benefits of financial resources for both the recipient and their loved ones.

Orion Management & Realty

Orion Management & Realty is a property management specialist that provides state of the art online services and old fashioned customer service to its clients. Our team is experienced in handling investments in Golden Hill, Hillcrest, South Park, Northpark and Metro San Diego. We offer our family of clients the highest level of professionalism, dedication and commitment to ensure their satisfaction. 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.

Market Street Wealth Management Advisors

Protecting and preserving your funds is essential. After all, they are earned through hard work and dedication, and form the basis for your future. That's why the experienced team of fee-only wealth management advisors at Market Street Wealth Management Advisors are here to help you with your long-term financial planning. We can provide assistance with savings planning, small business issues, mid-career planning, retirement savings and distributions, divorce planning, women’s financial planning, middle-income financial planning, cash flow, budgeting and credit issues, charitable giving planning, education planning, risk management, insurance planning, investment planning, and estate planning and tax strategies. Market Street will help you to gain financial stability and make the best decisions for your future. We will analyze your finances in detail and offer straightforward recommendations that will help build a strong financial foundation. So, whether you're saving up for a house or preparing for retirement, you can be sure that we have your back.

Schultz Collins

As independent investment advisors to individuals and trusts, we deliver objective financial advice and wealth management insight with risk mitigation overlays. Our client portfolios are globally diversified, low cost, and tax efficient. We serve as investment counsel for three general categories of clients: individual investors, retirement plan sponsors, and institutional investors (trusts, foundations, endowments, and corporate accounts).  Our clients are attorneys, entrepreneurs, businesses, non-profits, trusts and endowments who want a comprehensible and rational solution for a complex problem: the prudent supervision of financial assets. As a fee only advisor, Schultz Collins promotes the fiduciary standard, and is nationally recognized for our expertise on fiduciary issues. Specializations: Retirement planning, Asset Management, IRAs, Risk Management, Wealth Preservation, Charitable Giving, Trust Distribution Planning.

Affirm Wealth Advisors - Ameriprise Financial Services

Affirm Wealth Advisors is a private wealth advisory practice of Ameriprise Financial Services, LLC., We know a lot of people struggle to feel confident about their financial future. That's why we guide people with a 7-Step Financial Planning Process to help those unsure about their financial future gain more of the peace of mind they deserve. Retirement Planning Strategies Wealth Preservation Strategies Estate Planning Strategies Intergenerational Planning Retirement Plan Distribution Insurance Tax Planning Strategies Investment Management Executive Compensation and Benefit Strategies Family Finances Saving for Education Charitable Giving Cash Flow Management Strategies Small Business Sustainable Investing Biblically Responsible Investing ESG Investing Strategies

Cornerstone Financial Consultants

At Cornerstone Financial Consultants, we understand that successful retirement planning requires more than just building assets and protecting them. It involves creating a unified strategy to meet the individual needs and wants of our clients. That's why we take a unique team approach when it comes to retirement preparation. Our team consists of CPA's, attorneys, and other financial professionals who can help create a comprehensive plan to provide tailored solutions for each client. The process begins with an in-depth evaluation of your current financial situation. This helps us to get a clear understanding of your objectives and goals. With that information, we are then able to customize appropriate strategies that work best for you and your vision. This could include tax free retirement strategies, guaranteed spending & income plans, college funding, tax management, investment planning, retirement planning, estate conservation, cash management, and charitable giving. Our commitment to you is to provide sound financial guidance and a comprehensive retirement solution. We strive to give you the tools and advice you need to achieve your retirement goals and protect your wealth. With our team of experienced professionals, we are confident that together we can create a solid plan for your future.

ITC Revenue Solutions

ITC Revenue Solutions is your go-to revenue management specialist. We provide comprehensive analysis of your business financials to give you an in-depth report on how to increase revenue and profits while potentially keeping your current staff. Our services and programs are low-cost, yet offer a high return on investment for your practice. Get in touch with us today - no obligation! With our experienced team and wide range of services, we guarantee you'll get the most out of your business. 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.

Pacific Wealth Management

Pacific Wealth Management is a fee-based advisory firm that offers a comprehensive range of services related to retirement planning, wealth preservation and growth, legacy creation and charitable giving, and other investment needs. The company is committed to helping clients meet their financial goals and build a secure future. 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.

Inclinevest

Financial advisors are available by appointment only, and for a fee. As fee-only financial advisors, our advice is conflict free. We specialize in retirement planning, debt planning, estate planning, insurance planning, goal planning, investment planning and managing investments. Our firm is a fiduciary financial planner and investment management specialist. Whether you are preparing for retirement, trying to tackle debt, or planning ahead with estate and insurance planning, we can help. We can also assist with goal setting and investment planning and provide on-going management of investments. Our comprehensive services can give you peace of mind and help you reach your financial goals. With our years of experience and expertise, we will craft a personalized plan specific to your needs. Contact us today to schedule an appointment and get started on your journey to financial stability and success.

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.