District Financial Planning

David Rae Certified Financial Planner

With over  a decade helping people reach their financial goals, David Rae is the person to call if you want a holistic fee-based proactive approach to financial planning.  Named 2011 "Advisor With Heart" by Registered Rep Magazine. Specializing in Comprehensive Financial Plans to help you reach your specific Financial goals.  He is also a regular contributor to the Advocate Magazine Forbes.com as well as a regular financial guest on TV and Radio.

Capital Asset Management

Capital Asset Management of Oklahoma City is a professional investment management firm that provides financial advice and planning to help customers achieve their goals. Our team of certified financial planners assist clients with their future retirement plans, wealth management, 401K management, and more. We strive to provide our customers with the best advice and plans to make smart decisions with their money now, to ensure they have a comfortable retirement in the future.We offer a variety of services, including retirement planning, business start-up support, and 401K guidance. Our experienced advisors are here to guide you through life's milestones, whether it’s starting a family, transitioning out of the military, or launching your first job. We will work with you to create a comprehensive plan that meets your needs and goals.

Impact Fiduciary

Patrick Dinan, a Certified Financial Planner (CFP®) practitioner, helps families and professionals get on the path to financial freedom while aligning their values with their money. He is happy to meet with you virtually from the comfort of your own home or office. Common questions and concerns addressed: How should I be investing my money right now? How can I invest my money responsibly and avoid ethically challenged industries such as fossil fuel companies, weapons manufacturers and big tobacco? What should I do with my inheritance or windfall? How much should I be saving for retirement or my kid's college? Which type of account should I use to save money? Should I buy or rent a home? How can I save money on my taxes? How much life insurance should I have? When can I retire? How can I increase my savings? How should I approach estate planning (Wills, Trusts, etc.)?

Woodfield Financial Advisors

At Woodfield Financial Advisors, we provide straightforward advice to help you with your financial needs. We take the time to understand your goals and create a step-by-step plan to help you get there. Our first meeting is free of charge and there's no pressure to buy anything. Our clients have been trusting us for over 35 years because we invest their money wisely and provide honest, reliable financial advice. We look for ways to save on costs, reduce risk, lower taxes, and optimize investments. Plus, our small company provides you with personalized attention, while also having access to the expertise of a global, multi-billion dollar firm. Our team is dedicated to helping you reach your financial goals. We have three Certified Financial Planner ® professionals and are a Fiduciary business. If you're interested in learning more, contact us to set up a meeting and see if we're a good fit. Half of our clients are local and meet us in person at our office. The other half are clients from all over the country that we work with remotely. We are able to conduct business via phone, video chat, and secure online document uploads.

Outlook Wealth Advisors

Making sound financial decisions as you enter retirement can be a daunting task. But for over 25 years, Outlook Wealth Advisors has been helping pre-retirees and retirees plan for their dream retirement. Our team of Certified Public Accountants and Certified Financial Planners® uses a holistic, fiduciary process to create personalized financial plans and comprehensive strategies. Our goal is to provide our clients with the confidence to live the retirement life they've always envisioned. Our approach to retirement planning includes income strategies, investment management, and tax mitigation solutions, as well as healthcare and long-term care strategies and estate planning. We believe that these strategies should work together in harmony and not be viewed as standalone solutions. We have a long-term view that encompasses the entire life of the client, rather than taking a short-term, transactional approach. At Outlook Wealth Advisors, we understand and respect that our clients have worked hard to earn the right to enjoy their retirement years. We will work closely with them to protect their assets and provide reasonable growth, so they can pass on their legacy to the next generation.

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.

Ballast Point Financial Planning

Ballast Point Financial Planning was founded by Shawn Tydlaska, a Certified Financial Planner (CFP®), to support young professionals and their families in achieving their financial goals. Located on the Peninsula, including Burlingame, San Mateo, San Bruno, and San Francisco, we provide fee-only financial planning services to empower our clients. We can help millennials manage their student loans and 401ks, while new couples and parents can find assistance with wills, life insurance, 529 plans, and buying their first home. Our team is committed to providing quality advice and guidance to help our clients reach their financial objectives. 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.

David Beck Financial Services

David Beck Financial Services is a Certified Financial Planner (CFP®) and Licensed Tax Consultant that can help you make plans for taxes, retirement, and college. Our services are provided remotely, through our secure portal and Zoom, with cost varying by the complexity of the situation. We provide tax planning services which can help you understand what recent tax law changes mean for you and how you can reduce your 2022 tax bill. We will also compare filing jointly or separately to determine how it affects federal loan payments. For retirement planning we use planning software to calculate a constant living standard that can be maintained before and after retirement. Make the right financial moves and you can have more spending power or even retire earlier. Lastly, we can help families that have a Junior or Senior in school make decisions about how to pay for college. This includes selecting affordable colleges, filing financial aid applications, evaluating offers, planning cash flow, and education loans.