Simon Chew, CIC - eHealth Plans/Amazing Wealth Insurance Agency

The Office of Terrie Bui - Financial Planning, Tax and Insurance

Tax Services: 1. Filing tax returns, 2. Tax strategies (individual and business) Financial Planning and Insurances Services: 1.Tax-Reduction Planning (personal and business) 2.401(k)/403(b)/IRA Rollover: 3% - 11% matching bonus to owners, no fees 3.SEP IRA/SIMPLE IRA/Roth IRA/Pension plans/Tax-Free Retirement plan 4.Guaranteed Lifetime Income Plan 5.Estate Planning & Legacy Preservation (personal and business) 6.Life Insurance: term life (cheapest cost) & permanent life with cash value 7.Long Term Care & Living Benefits & Disability Income Plan 8.Tax-Free College Funding Plan

Paxton Financial Services

Paxton Financial Services is a company dedicated to helping people and businesses to achieve their financial goals. Our plans are tailored for each individual, and we specialize in advanced case design plans such as 1031 Delaware Statutory Trust. We take a proactive approach to our clients' finances by providing comprehensive wealth management services. Our team of experts offers life insurance, health insurance, retirement planning, estate planning and college savings solutions. We strive to ensure that our clients build their financial futures securely and effectively. 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.

LIfetime Financial Strategies

Angel McCall CFP/Lifetime Financial Strategies specializes in a variety of financial services, including financial planning, estate and retirement planning, investments, education planning, and financial aspects of divorce. Financial planning involves helping individuals map out their financial future. Whether you're saving or budgeting for retirement, looking to invest your money, or need support and education on how to make smart financial decisions, Angel can help you create a customized plan to reach your goals. Estate and retirement planning requires careful consideration and long-term planning. Angel can help you develop a holistic strategy to ensure your money works for you before and after retirement. From investments to tax planning to life insurance, Angel can guide you through the complicated world of estate and retirement planning. Investing can be overwhelming. Angel provides investment advice, based on your individual needs, investment risk profile and objectives. He can help you find a strategy that works best for you, so that you can maximize your return while still meeting your financial goals. Education planning is a critical component of financial planning. Angel can help you evaluate your options and determine how to manage college tuition costs and other associated expenses. He will also provide guidance on scholarships and other forms of financial aid that may be available to you. Angel also offers services related to financial aspects of divorce. This includes division of retirement assets, division of pension plans, division of family business interests, taxation of spousal support, and other complex financial matters. He can help you navigate these difficult subjects and make sure you understand your rights and obligations.

Michael Haboush CFP, CRPC, LUTCF

Signature Financial Group, LLC is a financial services firm dedicated to helping clients achieve their financial goals. Mike Haboush, a Certified Financial Planner (CFP), Chartered Retirement Planning Counselor (CRPC) and Life Underwriter Training Council Fellow (LUTCF), works to maintain and improve clients' standards of living, maximize wealth, prepare for retirement and protect and preserve estates. The team at Signature Financial Group, LLC strives to provide tailored solutions using a variety of life insurance, investment products and services, annuities and long-term care insurance, allowing clients to plan for the future with confidence. With years of experience and expertise, Mike Haboush and the rest of the Signature Financial Group, LLC team are committed to helping clients reach their financial objectives.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.

Tucker Williams - State Farm Insurance Agent

Introduction: Here at Tucker Williams, State Farm we take pride in helping people build confidence about their family insurance protection plan, long term financial goals; Retirement planning by approaching each interaction with integrity, compassion, dedicated customer service, exceptional product knowledge and a commitment to helping others.

Americorp Financial

Americorp Financial is a highly successful insurance marketing company directing its efforts to serving businesses in the western United States. Lawrence Kent, Founder and CEO and his Executive team bring over 50 years of insurance and investment experience to meet their client's financial goals and needs. The extensive background and knowledge of the whole staff allow them to tailor insurance and retirement programs to maximize the client's financial position. They analyze executive and employee insurance and investment portfolios, eliminating redundant coverage, taking advantage of special rates and addressing the special needs of each client. Americorp focuses on group health insurance, keyman insurance, qualified and non-qualified pension plan design, buy/sell agreements and estate planning. In addition, the company offers investments analysis and management through Americorp Investment Advisory.

Josh Gonzalez - Agent

Life Insurance, Retirement Planning, College Savings. One of the best things about being a New York Life Agent is being able to offer-real world solutions to people who have a genuine need. In that respect, I consider my role to be more of a trusted professional: someone who will see you through life's most difficult moments and help you prepare for the opportunities ahead. I prefer to take a measured, thoughtful approach-one that is grounded in reality and gives you the best chance of meeting your financial goals and objectives. Step 1: Everyone is different, so it's important for me to learn as much about you as possible. What are your goals? Where would you like to be in 10 to 20 years? What financial resources do you already have in place? The more I get to know about you, the more insightful my recommendations will be. Step 2: Together we'll prioritize your goals and turn them into clear, measurable objectives. That way you can see how even the biggest challenges-like paying off your mortgage or retiring early-can be accomplished. Step 3: Next, we'll identify some insurance and financial products to help you meet your goals and needs. I can even consult with your financial, tax, and legal advisors to make sure our efforts fit in with your overall plans. Neither New York Life Insurance Company, nor its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.

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.