Empowerment Resources International

Retiring Edu DBA For Teachers Financial & Insurance Solutions

Retiring EDU is an Insurance Firm that offers retirement income and protection strategies using life insurance and annuity products. Our services focus on the financial needs of educators and school employees, and include a complimentary pension analysis. Our licensed insurance professionals are independent and can offer a wide array of insurance products and services to help meet your unique needs. With Retiring Edu DBA for Teachers Financial & Insurance Solutions, educators and school employees can secure a comfortable retirement. Our team of licensed insurance professionals have years of experience in retirement income strategies and information, and we're committed to help you navigate the complexities of pensions and retirement income and protection strategies. Let Retiring EDU help you retire with greater confidence. For more information, visit our website: https://retiringedu.com

Linda Gomez Dyster - State Farm Insurance Agent

At Linda Gomez Dyster - State Farm Insurance Agent, we strive to make every policyholder part of our family. Our commitment to providing excellent customer service and the best claims process in the industry are our top priorities. With over 25 years of combined State Farm experience, we offer a range of services to meet your needs, including automobile, home, renters, life and health insurance as well as financial products for retirement planning. Our experienced team is dedicated to providing top-notch service and satisfaction for all of our clients. Contact us today for more information on how we can help you with all of your needs.

True Peace Financial Solutions

True Peace Financial Solutions is focused on offering tailored financial and insurance services to customers in the Kansas City metropolitan area. We strive to understand your individual needs and create plans that are designed to help you reach your financial ambitions for retirement, passing on wealth, and everyday life.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.

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.

First Financial Credit Union

At First Financial Credit Union, we provide financial services for you and your family. As a cooperative, members are part owners and benefit from lower loan rates and fees, as well as higher savings rates since profits are given back to them instead of shareholders or management. Members also have a voice in the products and services offered by the credit union. For starters, our free checking accounts come with overdraft options like free transfers from a savings account or low-rate line of credit, and there are no minimum balance or usage requirements. We also offer youth accounts, retirement accounts, mortgages, alternatives to payday loans, auto loans, and low-rate credit cards. We understand that some members may not have any credit history or are trying to rebuild their credit score. We offer reasonable options for those individuals as well. So don't worry if you're young, a new citizen, or starting over with credit - we have plenty of options available.

Scott Detrick - Country Financial representative

At COUNTRY Financial, we understand that getting to know you and your individual situation is essential in order to meet your needs. We realize that protection and planning go hand in hand, and our team of experts can help you with everything from providing for your children's future to preparing for retirement. When it comes to auto insurance, the law requires you to have coverage. You may be wondering if state minimum insurance is enough for you. Scott Detrick - Country Financial representative can explain the risks of this type of insurance and help you find the protection you need, all while offering money-saving discounts. He also meets regularly with his clients to review their coverage, so if you do have a claim, you'll be informed about your protection and the process will run smoothly. In addition to auto insurance, Scott can help you explore affordable life insurance options and explain the differences between term life and permanent life insurance (like whole life insurance). He can also help you protect your home and take advantage of home insurance discounts to save money. He can provide insurance for a farm, structures, equipment, and farm assets, as well as livestock insurance. He can also help protect your business and your employees.

Kelly Financial Services

Kelly Financial Services provides comprehensive financial advice and services to help individuals achieve their retirement goals. Our mission is to provide tailor-made solutions and support to meet the individual needs of our clients. We offer Roth IRA Transfers and Roth IRS Conversions to assist with retirement planning. We also provide a variety of other services such as Customized Financial Analysis, Estate Services, Financial Planning, Financial Seminars, Financial Services, IRA Solutions, IRA Solutions for Retirement Planning, Life Insurance, Lifetime Income, Lifetime Income Planning for Retirement, Long-Term Care, Making Your IRA Tax Free in Retirement, Retirement Services, Social Security Maximization, Wealth Transfer and Retirement Planning. Our experienced team of professionals have the knowledge and expertise to provide the highest quality of service to ensure that our clients' financial objectives are met. 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.

Financial Pathways

Financial Pathways is a certified financial planning firm that provides expert advice on financial matters throughout the entire financial journey. Our team of financial planners is dedicated to helping clients achieve their financial goals and objectives. We offer comprehensive financial planning, retirement planning, investment advice and/or management, financial advice for women, younger people, student loan analysis and college planning. Our goal is to help our clients make sound financial decisions that will put them on a path to success. Our advisors have a wealth of experience and knowledge in financial planning. They are committed to delivering personalized advice that is tailored to each individual’s specific needs. We understand that every person’s financial situation is unique, and so we strive to provide tailored solutions that are tailored to each individual’s goals and objectives. Our advisors are also highly-trained and certified in financial planning, so they can provide the most up-to-date information and guidance.

David Beck Financial Services

David Beck Financial Services is a Certified Financial Planner (CFP®) and Licensed Tax Consultant that can help you make plans for taxes, retirement, and college. Our services are provided remotely, through our secure portal and Zoom, with cost varying by the complexity of the situation. We provide tax planning services which can help you understand what recent tax law changes mean for you and how you can reduce your 2022 tax bill. We will also compare filing jointly or separately to determine how it affects federal loan payments. For retirement planning we use planning software to calculate a constant living standard that can be maintained before and after retirement. Make the right financial moves and you can have more spending power or even retire earlier. Lastly, we can help families that have a Junior or Senior in school make decisions about how to pay for college. This includes selecting affordable colleges, filing financial aid applications, evaluating offers, planning cash flow, and education loans.

Gunter Financial Services

At Gunter Financial Services, our team of financial advisors and Certified Financial Planner professionals have over 60 years of combined investment experience. We specialize in wealth management for individuals, and institutional investment consulting and management for retirement plans, endowments, and foundations. For individual wealth management, we provide comprehensive financial planning and asset management tailored to meet the specific needs and goals of our clients. In the institutional space, we offer Central Texas businesses a customized financial wellness program for their employees, which includes an objective assessment of the current plan structure, the implementation of a revised retirement program (if needed), and ongoing plan monitoring and maintenance. Our process maintains a comprehensive fiduciary standard. Gunter Financial Services is not a registered broker/dealer and is independent of Raymond James Financial Services, Inc., which offers securities through Raymond James Financial Services, Inc., Member FINRA/SIPC, and investment advisory services through Raymond James Financial Services Advisors, Inc.

Allstate Insurance Agent: Trevis A Davie

For over 21 years, I have been an Allstate Insurance Agent: Trevis A Davie and have been able to learn the ins and outs of insurance. With my experience and knowledge, I have been able to assist many families with their protection needs. I understand the importance of safeguarding what you value most in life, like your family, home, car, and boat. Allstate has been providing quality customer service for 85 years. They are recognized for their financial strength and excellent claims service which has earned them an A+ (Superior) rating from AM Best. I am proud to be part of a company that is reliable and trustworthy.I am here to help ensure that your finances stay on track. I can provide you with Allstate's wide range of products as well as offer advice and guidance to help you reach your financial goals such as paying for your child's education and preparing for retirement. Get a personalized insurance quote today! Contact my agency for a fast and competitive rate.

Michael Haboush CFP, CRPC, LUTCF

Signature Financial Group, LLC is a financial services firm dedicated to helping clients achieve their financial goals. Mike Haboush, a Certified Financial Planner (CFP), Chartered Retirement Planning Counselor (CRPC) and Life Underwriter Training Council Fellow (LUTCF), works to maintain and improve clients' standards of living, maximize wealth, prepare for retirement and protect and preserve estates. The team at Signature Financial Group, LLC strives to provide tailored solutions using a variety of life insurance, investment products and services, annuities and long-term care insurance, allowing clients to plan for the future with confidence. With years of experience and expertise, Mike Haboush and the rest of the Signature Financial Group, LLC team are committed to helping clients 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.

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.

Noel Cajigas - Private Wealth Manager

Financial planning is the process of creating a plan to meet your long-term financial goals. It incorporates various aspects of personal finance such as budgeting, savings and investments, taxes, and retirement planning. Retirement planning involves estimating how much money you’ll need to save for retirement and determining when you will be able to retire. Investment management involves analyzing and selecting the best investments and managing those assets to reach your goals. Portfolio analysis/risk management includes assessing and optimizing your entire portfolio to minimize your risk and maximize potential returns. Lastly, alternative investments are investments that fall outside the traditional stock, bond, and real estate categories and offer potentially higher returns, but also come with higher risks. Creating a comprehensive financial plan can help you make informed and effective decisions about your money. Working with a professional financial advisor can be a great way to get started with financial planning and develop long-term strategies to reach your goals.