Lake Point Advisory Group

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.

Deane Retirement Strategies

Deane Retirement Strategies has been providing fiduciary financial advice and services in New Orleans and the surrounding area for more than 45 years. Our team consists of Certified Financial Planners (CFPs) and Chartered Financial Analysts (CFAs), who focus on blending retirement financial planning with fee-only, discretionary portfolio management. We currently manage over $200 million in client assets using individual stocks, bonds, and ETFs. We do not use mutual funds, annuities, or insurance products. Our minimum requirement for new clients is $1 million. We offer guidance to Retirees, Near Retirees, Wealth Accumulators, and Company Retirement Plans. Our platform is tailored for portfolios over $1 million. Our firm has the benefit of two generations of financial advisors with over four decades of experience. Our Retirement Advisory team approach ensures our clients will have continuous access to retirement advice and investment management for the long-term. We strive to be a lifetime partner for our clients.

Waddell & Reed, Denver Tech Center

Financial planning, investments and insurance products are essential components of a successful financial strategy. Financial planning involves setting long-term goals and objectives and crafting a plan to meet them. This includes looking at all aspects of your financial life such as income, investments, and retirement savings. Investments are an important way to build wealth over the long term. They allow you to diversify your portfolio and hedge against market fluctuations. The types of investments available vary, but they can include stocks, bonds, mutual funds, REITs, and exchange-traded funds (ETFs). Insurance products provide protection against unexpected financial losses. There are many types of insurance products, such as life, health, home, auto, and disability insurance. Having insurance in place can help protect you and your family from financial hardship if something unexpected were to happen. It is important to shop around for the best coverage that meets your needs and budget. These components of a financial plan can help you manage your money with greater efficiency, allowing you to make the most of your financial resources. In order to maximize the benefits of these tools, it is important to develop a comprehensive understanding of financial planning, investments, and insurance products. Working with a qualified financial advisor can help ensure that you have the right strategies in place to achieve your financial goals.

Serenity Wealth Management

Richard, a Certified Financial Planner™ (CFP®) and fiduciary financial advisor, assists individuals, families, and business owners with their financial planning needs. He has nine years of experience in the industry, eight of which have been spent as a financial advisor. His focus is on wealth and tax strategies, providing an integrated, holistic view of each client's financial situation. For active clients, Richard offers a free financial plan that allows for real-time access to assets and liabilities. This facilitates accurate net worth tracking, whether the accounts are held through Richard or elsewhere. Clients are encouraged to seek his advice on any financial matters, such as purchasing a home, organizing a budget, or analyzing job offers. Where appropriate, Richard works with local CPAs to provide an all-in-one service at no additional cost. This helps to identify strategies that are often missed when the two professions are not working together. Services offered by Richard and Serenity Wealth Management include retirement planning, investment management, portfolio management, tax planning, and fiduciary services.

Centric Financial Group

Centric Financial Group is a financial services provider with a mission to help individuals, families, and businesses reach their short-term and long-term financial goals. The company offers a range of services to meet the needs of their clients, including personal wealth services, corporate financial solutions, life insurance, legacy preparation, annuities, asset-based long-term care solutions, disability income insurance, retirement strategies, investments & managed money, college funding, and health insurance. They also provide group term life insurance, group voluntary life insurance, short-term and long-term group disability, voluntary group disability, and retirement plans such as 401(k), 403(b), and 457. Additionally, the team at Centric Financial Group can assist with business succession planning, key person coverage, and supplemental executive retirement strategies.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.

NetWorth Financial

At NetWorth Financial, we are dedicated to managing the entire financial and legal needs of our clients' families. Our mission is to provide a comprehensive suite of services, from retirement planning and investment management to secure document digitization and cataloging, as well as personalized concierge-style client service. We strive to ensure that all our clients' financial, legal, estate planning, and insurance needs are met, both now and in the future for their children's and family's lives. Our experienced team will work closely with you to ensure your long-term goals are achieved. We provide a wide range of services, including retirement planning, investment management, secure document digitization and cataloging, and risk management advice. We also have the expertise to assist with legal, health, and personal recordkeeping, so that you can be sure all your important documents and records are safe and secure. With our tailored approach, you can trust that your financial security is in the best of hands.

Wealth Management Partners of Los Angeles

Mr. Tuckman is a Financial Advisor (adviser) in the Los Angels area. We will start with a phone conversation and offer comprehensive financial advice and guidance. Expect no pressure discussions, a focus on your goals, and I will explain everything clearly and succinctly. I do everything from planning for retirement, stocks, bonds, real estate, mutual funds, index funds, 401ks, IRAs, Roth conversions, new tax laws, investing for retirement, helpful advice, financial investing guidance, financial advising. I am very knowledgeable about investing, and come highly recommended through the Dave Ramsey SmartVestor Pro Program, of which I am a member. I am very knowledgeable about investing, give great advice, and will give you a jam-packed list of planning advice to help your financial security in your latter years. I am passionate and knowledgeable about my field and  tailor discussions to your specific situation. I can provide fresh ideas, life insurance advice and I am good with young adults. I can provide useful tools to accomplish financial goals, offer assistance with debt elimination, PLUS I'm easy and pleasant to talk to. I highly recommend you seek my counsel and financial perspective when planning for your future finances. I will explain any questions you may have in making choices to attain your goals. Servicing Malibu, Los Angeles, Torrance, El Segundo, Hermosa, Redondo, Palos Verdes, Hawthorne, Long Beach, Lomita, Marina del Rey, Carson and beyond.

Riverside Financial

At Riverside Financial, we understand that financial security and stability in retirement is an important goal for everyone. We are here to help you navigate the complexities of financial planning, providing you with the tools and expertise to make informed decisions about your future. Our team of experienced advisors is passionate about helping you make the most of your finances so that you can enjoy a comfortable and secure retirement. Our services include comprehensive financial planning, retirement planning, investment advice and guidance, asset management, and tax preparation. We strive to make the process as simple and straightforward as possible, giving you the information and resources you need to make the best decisions for your long-term financial health. With our personalized approach and commitment to excellence, we are dedicated to helping you achieve your financial goals.

Hughes Retirement & Financial Strategies

At Hughes Retirement & Financial Strategies, we are dedicated to helping people achieve their financial goals. Our experienced advisors focus on providing a range of services including investment planning, tax planning, and retirement income planning. We also specialize in Social Security benefit optimization. Our team is proud to serve the communities of Schaumburg, Roselle, Bartlett, Itasca, Arlington Heights, Rolling Meadows, Hoffman Estates, Streamwood, Palatine, Elk Grove Village, and Medinah. Our financial advisors have the expertise and knowledge to help you invest and plan for your future. With years of experience, our team can provide guidance on how to maximize your Social Security benefits, as well as assist with tax planning, retirement income planning and more. Our goal is to help you reach your financial objectives and give you peace of mind.

Westside Retirement & Financial Services

Westside Retirement & Financial Services is your go-to when it comes to reliable and honest business matters. With Greg at your side, you can rest assured that your finances are secure and any risks posed to investments and income will be minimized. Put your trust in him for a worry-free and prosperous future. We take pride in the quality of our services, and aim to ensure that your needs are met quickly and efficiently. Our experienced team of professionals is here for you, so don't hesitate to get in touch today.

Turning Point Financial

At Turning Point Financial, we provide comprehensive financial planning services to help clients secure their retirement and ensure they never run out of money. Our experienced team takes a diversified approach to constructing low volatility portfolios, which aim to generate better returns than comparable benchmarks with less risk. We also address the risks of longevity and inflation by helping clients obtain safe sources of lifetime income that cannot be outlived. Our services encompass retirement planning, investment management, life insurance, tax planning, and estate planning. As a result, clients can feel confident that they are on track to retire when they want to and have the resources to keep them secure in their later years.

Westfield Financial Planning

At Westfield Financial Planning, we strive to provide our clients with financial success through tailored strategies that align with their values and goals. Our team of experienced professionals is committed to offering comprehensive financial planning services, including retirement planning, investment management, estate planning, special needs planning, and financial planning for small businesses and women. We assess the risks associated with each strategy to ensure a probability of success, understanding that the future is unpredictable.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.

Edelman Financial Engines

Edelman Financial Engines is a nationwide financial planning office, providing personalized advice and services to clients to help them reach their financial goals. Our experienced financial advisors understand that each person's wealth and needs are unique, so we offer an integrated approach to financial planning, retirement planning, investment management, tax planning, insurance guidance and estate planning. We have offices all over the country, including our office in Charleston at Leeds Park International off I-526. Schedule a meeting with one of our financial planners today to get started. At Edelman Financial Engines, we take pride in our team of qualified advisors who are committed to offering exceptional service and support to every client. Our goal is to provide a comprehensive approach to financial planning that takes into account the individual's specific objectives and goals. We believe that by taking the time to understand your unique situation, we can help you create a financial strategy that will put you on the path to success.

Edelman Financial Engines

Edelman Financial Engines is a financial planning and investment management firm with offices across the nation. Our advisors provide an integrated approach to financial planning, retirement planning, investment management, tax planning, insurance guidance, and estate planning. We want to have meaningful conversations with our clients and help them achieve their goals. Our Columbia office is located on Gervais Street, close to the State House.Our experienced team of financial planners understands that wealth is individualized and strive to provide the best services for each client. We offer personalized advice and guidance to help clients plan for their future. Our advisors provide knowledgeable and comprehensive advice that can help individuals and families find financial security. We look forward to having meaningful conversations about your financial goals and helping you get there.