Strategic Wealth Designers

Perennial Financial Services

Perennial Financial Services is a specialist in total wealth management, believing that it takes an expert in all areas of financial planning to deliver the best results. We strive to foster long-term relationships with our clients, providing sound strategies for maintaining, protecting and transferring wealth from one generation to the next. Our team has the knowledge and expertise necessary to help you make sound financial decisions. We have offices located in Central Coast, Santa Monica and Glendale, California. We are registered representatives with LPL Financial and securities offered through them. Investment advice is provided by Perennial Investment Advisors, a registered investment advisor. Perennial Investment Advisors and Perennial Financial Services are separate entities from LPL Financial. The LPL Financial Registered Representatives are authorized to discuss and/or transact securities business with residents of the following states: AL, AZ, CA, CO, CT, FL, GA, ID, IA, IN, MD, ME, MI, MO, MT, NV, NJ, NM, NY, NC, OR, OK, PA, SC, SD, TX, UT, WA and WI.

Austin First Financial

At Austin First Financial, we are committed to helping you achieve your financial goals in an honest and straightforward manner. We have been designated as the Best Investment Firm in Austin in 2019 through Austin American Statesman and Austin 360's Best of the Best competition, and have recently been selected as a 2020 Five Star Wealth Manager by Fortune magazine. Our team of experienced professionals can help you plan for your future with retirement planning, estate planning, and financial planning services. With our help, you can be confident that you will be on the path to a secure future. You can trust our team to provide you with the best advice and service. We're here to help so don't hesitate to contact us if you have any questions.

Seaborn Financial

Seaborn Financial is a fiduciary financial planning and investment management company based in Austin, TX, offering virtual meetings for clients from any location. Our mission is to provide quality service to tech professionals, helping them with retirement planning, tax-advantaged investments, employee benefits, stock options/purchase plans, and other financial needs. Our team of experienced advisors has the necessary skills and knowledge to assist our clients in making sound decisions regarding their financial future. We strive to provide our clients with timely advice and personalized solutions tailored to their individual goals. 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.

Boris & Franklin Financial Services

Boris & Franklin Financial Services is a local financial services provider located in Fort Worth, TX. Our mission is to provide our clients with a quick, reasonable, and successful financial plan that helps them to make positive changes within a month or less. Our team of experienced professionals are dedicated to creating customized solutions that meet the individual needs of each customer. We strive to offer comprehensive and personalized financial guidance that maximizes efficiency and ensures financial success. Whether you're a small business or an individual, we have the resources to help you reach your financial goals. Contact us today for more information!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.

Prosperity Financial Advisors, LLC

Overview: Prosperity Financial Advisors, L.L.C., in Noblesville, IN, is the area's leading financial services company serving Hamilton, Marion, Boone, Hancock and Madison counties and surrounding areas since 2007. We offer financial services, investments, life insurance, financial planning, wealth management and much more. For more information, contact Prosperity Financial Advisors, L.L.C. in Noblesville. Service: Securities and Investment Advisory Services are offered through Lincoln Financial Securities, Member FINRA, SIPC and Registered Investment Adviser. Advisory Services are advertised and offered to residents of IN and TX through Advisory Representatives of Lincoln Securities Corp. Insurance Services are offered to residents of IN, FL and AR. Lincoln Financial Securities and Prosperity Financial Advisors, LLC are not affiliated entities, and Prosperity Financial Advisors, LLC does not offer advisory services. In NY Insurance may be offered through LFS Marketing & Insurance Agency Corporation.

1st Class Entertainment

1st Class Entertainment is a wedding DJ business based in Austin, TX. We offer personalized services for weddings, school dances, corporate and charity events, fraternity and sorority parties, class reunions, and anniversary celebrations. Our team works with you to create a music plan and performance that perfectly matches your vision. We also provide wedding photo booth, reception lighting, and DJ services. Established in 2003, 1st Class Entertainment has come a long way. It all began with me, DJ Blake, playing at Johnny Fins and Carlos and Charlie's on Lake Travis. People kept asking me to play at private parties and weddings, and soon my business was booming with 50 weddings a year. In 2005, I moved to 6th Street clubs such as Fuel, Treasure Island, Dizzy Rooster, Vicci, and Pure. This is where I perfected my art of mixing and reading large crowds. In 2007, I started working with Casa Blanca for all their weddings and was highlighted as the best in The Knot magazine. In 2008, I started a new chapter in my life - being a father. This marked the end of nights downtown and the beginning of a more serious approach to 1st Class Entertainment. I hired DJs Jason Winn, Ron, Kris Bush, Syko, and Casey Cuts to join my team.

Ark Financial

Ark Financial Group, LLC is a boutique financial planning firm based in Austin, Texas. Our team has been providing sound financial advice to successful families and individuals for over 30 years. We strive to build relationships with our clients to better understand their goals, dreams, and concerns. We then work closely with them and other advisors to help achieve the desired results. At Ark Financial we pride ourselves on offering tailor-made solutions to fit the individual needs of our clients. Our experienced team delivers an array of financial services, from tax reduction strategies for those in the highest income bracket to investment planning and estate planning. We take the time to get to know each client and develop a long-term relationship with them that is based on trust and understanding.

Tamar Hermes International

I'm passionate about helping women become financially free through Real Estate Investing. As a certified life coach and small business consultant, I've seen incredible transformations created for my clients. They discover how to increase their incomes, build confidence, find clarity about their purpose, and gain the knowledge to manage their small businesses successfully. Furthermore, I'm an experienced financial coach who helps clients develop money management skills and create a mindset of abundance. This combination of life coaching, business consulting, and financial coaching address a range of topics that are essential for modern life. Unfortunately, only 30% of real-estate investors are women. As a result, I offer money coaching in Austin TX to help break down barriers and limitations. My 25 years of experience in growing companies and managing finances allows me to work with clients from all backgrounds and locations, such as Austin Texas, Los Angeles, San Fernando Valley, San Francisco, New York, Chicago, Canada, and Europe. At Tamar Hermes International, I'm committed to helping you achieve your goals and become financially free. With the right tools, support, and guidance, you can reach your dreams and make your future brighter than ever.