Essential Financial Strategies

Blitz, Lee & Company

Blitz, Lee & Company is a Certified Public Accountant firm with more than 25 years of experience in tax and financial consulting for corporations, partners, businesses, and individuals. Our services include bookkeeping/write-up, tax services, tax planning and consulting, tax preparation, IRS representation, international taxation, payroll services, sales tax services, estate planning, buying and selling a business, executor and trustee services, financial consulting, retirement planning, business consulting, pension and profit sharing plans, investment review, financial forecasts and projections, cash flow and budgeting analysis, and litigation support. Our team of experienced professionals is dedicated to providing clients with the highest quality of service and advice. We strive to ensure that our clients are well-informed and have access to the best resources available so that they can make informed decisions about their financial 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.

Morling & Company

Morling & Company - Morling Financial Advisors Morling & Company is a San Francisco/Bay Area based financial services firm, specializing in tax and financial consulting services for highly compensated professionals along with diversified management services for small businesses. Morling Financial Advisors Our model is to execute an all world portfolio that is designed to broadly diversify across many asset classes. The goal is to reduce singular risk in the world and local economy. We believe that the client is best served by having a low management fee structure, which in the long and short term will be beneficial to their bottom line.

Turning Point Stewardship

A new way to pay your bills and manage your cash. We do the work for you! Finally a solution for those who: wonder where all their money is going, don't like the chore of paying bills, those who can't agree, are too busy, single parents, newly widowed, or are not emotionally or relationally able to stay on top of their bills. Dr. Peter Robbins is unlike any financial advisor you've ever met. Rather than telling you what to do, he does the work for you by providing bill payment and cash management. In addition he provides financial counseling regarding budget, financial consulting, and business consulting. With over 30 years of experience as a licensed clinical psychologist, marriage counselor, and financial advisor, Dr. Peter Robbins meets couples at the intersection of love and money. A place where most therapist and financial advisors dare to go. Here's some of what we do: 1. Create a simple but comprehensive Cash Management Plan (Budget) 2. Pay all your monthly bills 3. Set money aside for your every-so-often bills   a. Auto Insurance   b. Property tax   c. DMV fees   d. Auto repair   e. Christmas   f. Vacation 4. Establish an Emergency Fund 5. Establish a Gift Planner 6. Get-Out-Of-Debt Plan (GOOD-Plan) 7. Provide financial counsel on financial decisions:   a. buy or lease a car   b. should you REFI   c. should I lend money to a relative   d. You need a trusted vendor: electrician, plumber, etc.   e. etc.

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.

Infinity Financial Advisors

Infinity Financial Advisors is a Bellaire-based tax and financial consulting firm, dedicated to offering top-tier support for all of your business management needs. Our team of experts have many years of experience providing advice and auditing services in the field and are committed to helping you overcome any challenge you may face. We also offer bookkeeping, payroll, and other financial services to make managing your business simpler. Reach out to us today to learn more! Our tax professionals strive to provide the highest level of service and are equipped with the knowledge and tools necessary to help you successfully navigate the complexities of taxation and finance. With a client-focused approach, we strive to ensure that our clients receive the best possible advice and guidance. Whether you're looking for assistance with taxes, bookkeeping, payroll, or other financial matters, our team of experts can provide the support and expertise you need.

All Accounts Consulting

At All Accounts Consulting, we understand how critical it is for businesses to have accurate accounting and consulting services to meet their objectives. Our experienced consultants have held executive and management positions in a variety of industries across the United States, giving them a wide range of knowledge in accounting and financials. We strive to deliver quality accounting and financial services to every client with tailored solutions that are most efficient for their specific business. We offer a broad range of services, such as data entry, record keeping, reconciliations, reporting, financial consulting, preparing and filing tax returns, and notary services. Moreover, our team can provide useful financial reports that enable decision-making for businesses. We are committed to helping our clients succeed by providing dependable services and up-to-date advice. With our expertise, you can be sure that your finances are managed and reported correctly.

Top Hat Tax & Financial Service

Top Hat Tax & Financial Services offers free consultation for IRS problem resolution and tax planning consultations with a minimum 1 hour fee. Our experienced team specializes in tax preparation, tax planning, IRS problem resolution, and financial planning for individuals and families. We are an appointment only company, so please call us in advance to book a session. Our services also include investments, college savings, insurance, 401k and pension rollovers. With our expertise, you can be sure to get the best advice and guidance for your financial needs. 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.

Alex De La Torre Financial Professional-Family Life Insurance

At Virtual Financial, we are dedicated to providing middle American families with a comprehensive financial review and a "Financial Needs Analysis" – all in the convenience of their own home. Our highly experienced Consultants will meet with you securely and privately through an online one-on-one screen share, and can often start a plan without requiring any new money. Alex De La Torre Financial Professional-Family Life Insurance is committed to helping individuals achieve their dreams and goals with cutting edge strategies. Our team of professionals provide quality advice with no pressure and no obligation, ensuring the utmost privacy and comfort of those who take advantage of our free Financial Needs Analysis. We are here to provide greater peace of mind and a financial compass for all.