Retire Guides

AATC

We service individual financial needs ranging from preparing individual taxes to financial planning.   We also specializes in small to medium businesses and startups. We help the development of businesses regardless what stage it may be at. From starting a brand new business to growing an established business. Our services include: * Accounting * Advisory * Consulting * Business Taxes * Income Taxes * Notary * Bookkeeping * Business Planning * Financial Planning. Our tax preparation services are second to none. We comb through your return thoroughly as we prepare it. When preparing individual tax return we ask all the questions so your taxes can be minimized and your refund maximized. When we prepare business taxes we make sure to see if you qualify for any credits and get every deduction your entitled to. We also provide tax planning so you can find out how to qualify for certain credits or deductions for future tax preparation sessions.   With us you get a complete and thorough tax prep

Gammon Financial, PLLC

Gammon Financial, PLLC is a financial advisor based in Burleson, Texas, just a short drive from downtown Fort Worth. Our mission is to help our clients take proactive steps to live life with purpose. We offer a range of services and products to help you create and implement your personal financial roadmap. These include wealth management, retirement strategies, estate planning, education funding, business solutions, insurance protection, and investment strategies. We understand that most people spend more time planning for their vacations than their retirement. That's why we take a comprehensive approach to helping you plan for your future. We evaluate risks and assess your wealth accumulation and management needs. We also make sure to look at any changes in your life and revise your financial strategy accordingly. At Gammon Financial, PLLC, we are committed to helping you set yourself up for a successful retirement. We will work with you to develop a plan that helps you achieve financial freedom. Get in touch with us today to start your journey towards a secure future.

Net Worth Advisory Group

We are Certified Financial Planners® and investment advisors who specialize in retirement planning and wealth management. We never earn commissions, but provide objective advice instead. Our focus is on helping people transition from the workplace into retirement, and making sure that those already retired have enough money to last them. Most of our clients are either very close to retirement or have already retired. We also help younger business owners find ways to save for their retirement. At Net Worth Advisory Group, we make sure that all our clients have a comprehensive financial plan, and then meet with each client every six months to ensure that it is up to date and that investments are performing well. As a NAPFA-registered fee-only advisory firm, we only offer advice that is in our clients' best interests, and not tainted by a desire to sell products that could pay us large commissions. It is important to note that anyone can call themselves a financial planner. However, only someone who has met the strict education, examination, experience and ethical requirements set by the CFP® board can become a Certified Financial Planner® (CFP®). Out of approximately 800,000 financial advisors in the US, only 55,000 have earned this designation. All of the advisors at Net Worth Advisory Group are either CFPs® or CFPs® in training.

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.

Krum Insurance & Financial Services

Krum Insurance & Financial Services, LLC is a financial services provider based in Feasterville, Pennsylvania, with more than 30 years of experience in providing insurance-based services. As an independent broker, we are able to develop a tailored strategy for each of our clients to help them make educated decisions throughout their life. We provide personal and direct service for individuals, families and small to medium-sized businesses. Our goal is to build a strong rapport with our clients based on trust and thorough advice. We understand that the changing needs of our clients may require periodic assessments to ensure they have the right coverage. Our services include, but are not limited to: health insurance, retirement planning, group health insurance, 529 Plans (college savings), individual health, 401k, employee benefits, IRA, Medicare, investments, business insurance, financial planning, general liability, life insurance, workmen's comp, whole life, auto insurance, term insurance, homeowners insurance, universal life, and disability insurance.

Sterling Heights Financial Group

Sterling Heights Financial Group specializes in providing financial planning services to healthcare professionals, business owners, and teachers in Greater Pittsburgh. Our mission is to provide comprehensive planning for retirement, investments, insurance, and budgeting. We believe in educating our clients and make ourselves available for questions and phone consultations any day of the week. Moreover, we strive to make the process as convenient as possible by offering visits to clients' homes, workplaces, or local restaurants. 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.

BBJS Financial Advisors, LLC

BBJS Financial Advisors, LLC is a financial services firm that provides a range of services to help individuals and businesses achieve their financial goals. Our services include financial planning, wealth management, investment management, retirement planning, asset management, tax planning, estate planning, diversification analysis, risk tolerance analysis, hedging strategies, tax compliance, net worth calculation, needs analysis, education planning, and insurance planning. We strive to provide our clients with comprehensive advice to help them make informed decisions about their finances. Our team of qualified professionals is dedicated to helping our clients reach their goals and secure 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.

Mumy Financial Advisors, LLC

Mumy Financial Advisors, LLC is an independent financial advice provider specializing in helping individuals and businesses understand their financial solutions. Our team of professionals have the knowledge and expertise to provide advice on asset allocation and diversification, cash flow analysis, education expenses, estate planning, financial planning, insurance analysis, and retirement strategies. We strive to create tailored plans that best suit each individual's or business's unique situation, ensuring that our clients' assets are protected and managed with care. Our Life Insurance Audit software makes it easy to review existing policies and determine if they are providing the right amount of coverage. At Mumy Financial Advisors, LLC, our experienced advisors can provide you with the guidance you need to make informed decisions about your finances. We will work with you to develop a plan that takes into account your current resources and future goals. Whether you are an individual looking to plan for retirement or a business seeking to optimize investments, we will be with you every step of the way. With our help, you can feel confident and secure in your financial future.

Madden Advisory Services

Today's financial markets are constantly changing, making it difficult to navigate. Our Certified Financial Planning™ professionals are here to help individuals, families, and businesses make sense of the multitude of financial products, regulations, and tax/market trends. We will work with you to develop tailored solutions that allow you to grow and secure your wealth. If you are ready to take the next step in your financial journey, contact us to schedule a conversation. We can provide support with asset and investment management, retirement planning, estate planning, insurance planning, charitable planning, education planning, and small business planning.Madden Advisory Services, Inc. is registered as an investment adviser with the Securities and Exchange Commission (SEC) and only transacts business in states where it is properly registered or exempt from such requirements. Registration with the SEC does not guarantee skill or ability. Furthermore, Madden Advisory Services, Inc. is not a law firm or accounting firm and should not be consulted for those matters.

Buttonwood Financial Group

Buttonwood Financial Group is an independent wealth management firm located in Kansas City, Missouri providing assistance to individuals and families in managing their finances. Our team of financial planning experts specialize in helping clients simplify the complexities of wealth by offering comprehensive services such as taxes, insurance, estate planning, investments, cash flow, retirement, education, and business strategies. In addition, we are passionate about giving back to the community and have established our office as an art gallery to support the arts, education and other charitable causes. We are committed to making a meaningful impact in Kansas City.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.

Asset Planning Pros

We are a group of experts with decades of experience in various fields, who have joined forces to address the issue of insufficient financial planning education all over the United States. This includes everyone from high school students to business executives. Asset Planning Pros is dedicated to providing quality financial education at every level. Our team consists of highly accomplished professionals with extensive knowledge and experience in their respective fields. They have been successful in tackling numerous problems and are now focused on helping America overcome the lack of financial planning education.

Pixel Financial Planning

Pixel Financial Planning is an independent fiduciary providing financial planning and investment management services. The firm employs a customized approach to address portfolio diversification, equity compensation, tax strategy, insurance, budgeting and cash flow, home affordability, retirement, estate planning and education funding. We do not provide hourly planning services.

Aspire Planning Associates

Aspire Planning Associates provides comprehensive, fee-only personal financial planning, tax planning, and investment management services. Our mission is to provide these services with integrity, delivering unbiased, independent solutions that are tailored to your individual needs. We use an educational approach to your financial plan, helping you gain an overall picture of your current standing, and then plan out the 7 pillars of your financial profile: budgeting (cash flow), investments, education planning, taxes, insurance, retirement, and estate planning. Aspire Planning Associates investment management services provides clients with access to a wide range of investment opportunities. Our approach to asset management helps us deliver strong, consistent results, thoughtful analysis and research as well as effective risk management.

Lucchesi Property Group

At our real estate firm, we go above and beyond to put our clients’ best interests first. Our team has extensive education and experience in both commercial and residential real estate, which we use to guide clients through their real estate journey. For customers looking for a commercial lease, our knowledge and insight can provide assistance. We understand how important it is to get the best deal for your business and will handle all aspects of your commercial lease negotiations. We also specialize in helping those who are buying or selling homes. Whether you are a first-time homebuyer, upscaling, downsizing, or anything in between—we have got you covered! We can advise on mortgage rates, market trends, and all other questions and concerns related to the buying and selling process. Finally, those who are interested in investing in the real estate industry can benefit from our portfolio management services. We can provide advice on the best real estate investment strategies and assist with financial planning. Overall, our mission is to provide the highest quality of service and ensure that our clients get the best outcome possible. Let us use our expertise to help you with all of your real estate needs.