Katy Song, CFP

Financial Planning For Women

Financial Planning For Women specializes in financial services for single, married, widow, and divorcee women. We focus on SMART financial strategies which are unique to women. Our team specializes on investment, taxation, social security, and retirement planning for women.

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.

Decker Retirement Planning

At Decker Retirement Planning, our mission is to help individuals who are retired or retiring within the next 5-10 years, with a nest egg of at least 350K, tackle their fears and worries about running out of money, stock market volatility, or increasing taxes. We do this by providing objective and mathematical solutions so that they can achieve the retirement of their dreams. Our team is comprised of experienced professionals who understand the retirement landscape and have the tools needed to craft a secure financial plan for our clients. We provide personalized services tailored to each individual's needs and goals, allowing them to enjoy a comfortable retirement without worrying about their finances. Through our expertise and understanding of the current economic environment, we are able to provide sound solutions that can give our clients peace of mind.

Derive Wealth

Derive Wealth is a financial and investment advice company dedicated to providing honest advice. We understand that discussing your financial goals can be daunting, so we make it easier by providing access to a qualified and independent Certified Financial Planner. At Derive Wealth, we don't have any products to sell, nor do we work on commissions. Instead, our only product is creating custom financial plans for our clients. Our plans cover five key areas: income taxes, cash flow, personal goals, investments, and risk management. We are committed to transparency in both the advice we give and the fees you pay. Our flat fee pricing structure is based on your individual situation and not the amount of money you have. To get an instant quote, check out our website. We invite you to experience how financial planning should be done. Come and see how Derive Wealth can help organize and simplify your life.

Knox Financial

Knox Financial is a financial services firm committed to helping clients reach their financial goals by providing tailored investments, insurance, and real estate solutions. As experienced investment advisors, we provide comprehensive financial planning for the mass affluent. Our range of services include stocks and bonds, retirement accounts for individuals and small businesses, college savings plans, annuities, fee-based managed accounts, mutual funds, life insurance, and long-term care insurance. Additionally, we provide 1st mortgages, 2nd mortgages, HELOCS, and real estate listings. We strive to provide our clients with the best possible solutions to suit their unique needs. 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.

McGlothin Insurance & Financial Services

At McGlothin Insurance & Financial Services, we strive to provide our clients with personalized life, home, renters and auto insurance policies that offer the best coverage for their needs. Our experienced staff will provide honest advice and accurate quotes on all types of personal or property insurance. We go beyond just offering insurance, and can also assist with financial planning. For more information or a free quote, don't hesitate to call us. Our team of friendly and knowledgeable professionals are here to help you get the most out of your insurance policy. We take the time to understand your unique circumstances and provide you with the advice and support you need to make the right decisions. You can trust us to ensure that you are receiving the best possible coverage at the most competitive rates.

Fortress Financial Strategies

We specialize in Integrated Comprehensive Wealth Management.  Our vast resources and access to subject matter experts, gives us the ability to offer a truly unique, customized, and unbiased approach to serving all of your financial needs.   We provide specialty programs you won't find anywhere else like Integrated Financial Planning for Doctors, Financial Planning for Business Owners and Custom Retirement Plans for Businesses, a local private portfolio management team for High Net-Worth Investors, Federal Employee Financial Planning and Benefits analysis, and Group Benefits and Insurance for Businesses.  While most of our client's are located in Arizona we do work with a select group of client's across the United States.   Contact us today for a one hour no obligation review and find out how we can help you.

Fitzpatrick & Tucker Inc.

At Fitzpatrick & Tucker Inc. we offer a range of services for our clients, from tax returns to business consulting. We specialize in preparing tax returns for individuals, partnerships, corporations, non-profits, trusts and estates, as well as multi-state returns. We also provide review and compilation of financial statements and can represent our clients if required. In addition to tax preparation, we take a proactive approach and focus on tax planning to reduce current and future tax liabilities. Estate and trust planning is also part of an overall financial plan, for which we offer estate planning, taxation, trust administration and taxation services. We also provide business consulting services to help do-it-yourself business owners manage their operations with accounting software packages such as QuickBooks. Our firm is based in San Jose and we serve a variety of individual and business clients, providing professional services tailored to meet the unique needs of each one. You can find out more about our services on our website. Our aim is to support our clients by providing them with the knowledge they need to make informed decisions. We create custom solutions to help achieve maximum growth and potential wealth.

RHS Financial

RHS Financial is a financial advising firm based in the Bay Area, offering guidance to technology professionals. Our services cover the entire region – San Francisco, North Bay, East Bay, and South Bay – to provide tailored financial planning for our clients. 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.

Hms Insurance Associates

At HMS Insurance Associates, we are committed to providing comprehensive risk management services and financial planning for individuals and businesses. We offer a wide range of services, including surety bonding, captive programs, risk management services, claims mediation, employee benefits, life and health insurance, retirement and 401K plans, personal home and auto insurance, boat and recreational insurance, renters insurance, flood insurance, and motorcycle insurance. Our team is dedicated to helping you make informed decisions about your insurance needs and protecting your assets. We strive to be more than just an insurance agency; we are a trusted partner that provides professional advice and innovative solutions tailored to your unique situation. Our experienced staff is well-versed in the latest industry trends and can help you find the right policy to meet your needs. We pride ourselves on delivering superior customer service and delivering timely and accurate information to our clients.

Independence Financial Group

At Independence Financial Group, we are dedicated to helping our clients achieve financial success through cash flow, certainty and control. Our team is here to provide guidance on the fundamentals of financial management, giving our clients access to market performance data and resources. We also offer a range of products and services including tax management, investment management, retirement strategies, estate conservation and insurance planning. We strive to help clients create and sustain a secure financial future. Our team is committed to providing comprehensive financial solutions tailored to each individual’s needs. We are experienced professionals with a passion for helping people reach their goals. Our commitment to education and transparency ensures that our clients have the most up-to-date information and the ability to make informed decisions. Our financial strategies are designed with our clients' goals in mind, providing them with a secure financial plan for the future.

ACCESS Wealth Management

ACCESS Wealth Management is an independent firm of professional wealth managers that are committed to helping you craft the best financial plan for your future. Our experienced team is dedicated to providing you with personalised advice and exemplary service, so that you can trust us with any financial decisions you have to make. Whether you are looking for investment management for your children's future, or needing guidance on how to best invest a recent inheritance, our experienced advisors will work closely with you to ensure that you get the most from your money. With ACCESS Wealth Management, you can be sure that you have the right support in place to make the best financial decisions for you and your family.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.

Cornerstone Financial Management - The Templeton Group

Cornerstone Financial Management - The Templeton Group was founded in 2014 to offer independent advice and services to families, individuals, and businesses in South Carolina and beyond. Our wealth management advisors are committed to developing tailored financial plans for each of our clients, helping them to achieve their financial goals. We strive to provide sound advice that is ethical and biblical in nature.Our team of experienced professionals has the skills and knowledge necessary to successfully manage the financial needs of both corporate and rural clients. We are focused on building relationships with our clients, providing them with access to independent advice and resources. We take pride in our commitment to honoring God through our financial management practices.

Chase Pacific Property Management Services

Chase Pacific Property Management Services is a locally owned and operated San Diego based company which has been providing expertise in the real estate market for over four decades. Our goal is to deliver an integrated consultative approach to management and sales of single family homes, townhouses, condominiums and small apartment buildings, along with offering a tailored financial plan for each individual client. Our team of experienced professionals have an excellent understanding of the local market and use this knowledge to provide our clients with the best possible service. With a wide range of services, Chase Pacific Property Management Services is the ideal choice for buyers and sellers looking for a reliable and knowledgeable partner. Our team of real people is dedicated to helping our clients succeed and strive to provide the highest quality management and sales services. We invite you to get in touch with us to discuss your real estate solutions.