Letts Financial Services

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.

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.

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

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.

Financial Resource Advisors the best independent, professional asset management and financial advice

Financial Resource Advisors (FRA) has been serving clients since 1978. Our mission is to provide the best independent, professional asset management and financial advice to individuals and businesses. As Investment Advisor Representatives supported by Cetera Advisors LLC . Our clients can benefit from long-term investment plans designed to maximize returns within individual objectives and risk tolerance levels. Today, the only constant in the investment environment is change. FRA is experienced and prepared to develop personalized financial plans designed for your individual, unique situation.

Estate Planning Kansas City effective and efficient advice and service

Estate Planning Kansas City appreciates the need for clients to receive effective and efficient advice and service. We strive to develop plans that are easy to understand while efficiently accomplishing the goals you want to achieve. We try to keep things simple and transparent so you understand your plan. We help young families looking to ensure their children are protected should something happen. Often times we are able to accomplish this goal with a simple, yet effective plan. Most of our young families come in after having a child and just need a basic plan to name a guardian and set goals for their children. We can help you figure out which plan works best for you.

Bridges & Associates CPA's

Are you unsure about which business entity to select for your new venture? Do you want to use QuickBooks for all of your business financials but don't know how to properly implement it? Are there accounting errors from the past that need to be found and fixed before restructuring your finances? Are you curious as to what tax compliance issues you must consider before investing in rental properties? At Bridges & Associates, CPA's, we strive to ensure that our clients understand exactly where their finances are at, as well as where they are headed. Our tax preparation services include tax planning, solving tax problems, small business accounting and tax, rental real estate accounting and tax, QuickBooks services, financial planning and advice, investment real estate services, LLC tax planning, S-Corp tax planning, and business tax compliance. We also take care of Maryland personal property tax compliance. We take a personalized approach with all of our CPA services. Our goal is to make sure you are well informed and satisfied with the solutions we have in store for you.

DHR Investment Counsel

Founded in 1987, DHR Investment Counsel, Ltd. is a Registered Investment Advisor that provides investment management and counsel, financial planning and advice. We understand our clients as whole people and deliver comprehensive financial services. We help each client plan for and achieve their unique, individual vision for financial success. We pursue long-term investment portfolio success using sound philosophy and a firm but flexible discipline. Our investment approach is based on strong theory and compelling evidence, executed carefully and consistently. Our clients share enduring relationships with us and we care deeply about each and every one of them. Several of our clients have been with us since we founded the firm.