MC Capital Holdings

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.

Financial Resource Advisors the best independent, professional asset management and financial advice

Financial Resource Advisors (FRA) has been serving clients since 1978. Our mission is to provide the best independent, professional asset management and financial advice to individuals and businesses. As Investment Advisor Representatives supported by Cetera Advisors LLC . Our clients can benefit from long-term investment plans designed to maximize returns within individual objectives and risk tolerance levels. Today, the only constant in the investment environment is change. FRA is experienced and prepared to develop personalized financial plans designed for your individual, unique situation.

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.

Financial Pathways

Financial Pathways is a certified financial planning firm that provides expert advice on financial matters throughout the entire financial journey. Our team of financial planners is dedicated to helping clients achieve their financial goals and objectives. We offer comprehensive financial planning, retirement planning, investment advice and/or management, financial advice for women, younger people, student loan analysis and college planning. Our goal is to help our clients make sound financial decisions that will put them on a path to success. Our advisors have a wealth of experience and knowledge in financial planning. They are committed to delivering personalized advice that is tailored to each individual’s specific needs. We understand that every person’s financial situation is unique, and so we strive to provide tailored solutions that are tailored to each individual’s goals and objectives. Our advisors are also highly-trained and certified in financial planning, so they can provide the most up-to-date information and guidance.

MC Capital Holdings

At MC Capital Holdings, our mission is to provide certified financial and real estate advice to clients with any size of needs. Our team consists of qualified experts in the fields, who are licensed to provide professional solutions for our customers. We strive to create an effective plan, and execute it for all of our clientele, no matter how large or small the issue may be. Our team has a diverse range of backgrounds and experience with financial and real estate matters. We are dedicated to helping our customers with their individual requirements and ensuring they get the best possible advice and solutions. We are committed to providing the highest standard of service to make sure our customers leave us satisfied with the results.

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.

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.)?

JH Advisers

Financial advisors can help people strategize and make informed decisions about their money. At our family-owned and independent firm, we specialize in comprehensive financial planning. Our services range from investment advice and 401k decisions, to tax reduction strategies, Social Security maximization, and even advanced planning software solutions. All of our advisors are Certified Financial Planners. However, please note that we do not offer debt or credit counseling and are not tax preparers or attorneys. We are here to help you invest in your future and ensure a comfortable retirement. With our professional guidance and expertise, we can walk you through the various strategies and options available to you, so that you can make the best decisions for yourself and your family.