Nayeli Ballesteros

Deane Retirement Strategies

Deane Retirement Strategies has been providing fiduciary financial advice and services in New Orleans and the surrounding area for more than 45 years. Our team consists of Certified Financial Planners (CFPs) and Chartered Financial Analysts (CFAs), who focus on blending retirement financial planning with fee-only, discretionary portfolio management. We currently manage over $200 million in client assets using individual stocks, bonds, and ETFs. We do not use mutual funds, annuities, or insurance products. Our minimum requirement for new clients is $1 million. We offer guidance to Retirees, Near Retirees, Wealth Accumulators, and Company Retirement Plans. Our platform is tailored for portfolios over $1 million. Our firm has the benefit of two generations of financial advisors with over four decades of experience. Our Retirement Advisory team approach ensures our clients will have continuous access to retirement advice and investment management for the long-term. We strive to be a lifetime partner for our clients.

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.

Retirement Planners of America

At Retirement Planners of America, our mission is to help our clients achieve financial peace of mind in retirement. We offer a comprehensive approach to retirement planning that includes Invest and Protect™ strategies, tax planning, estate planning and more to ensure our clients’ financial security. Our experienced team of professionals is dedicated to helping you plan for your future and make the most of your retirement. We believe in taking a tailored approach to retirement planning. With our Invest and Protect™ strategy, we provide tailored advice to help you protect your savings while allowing you to continue to invest in growing your wealth. We also offer tax planning and estate planning services to ensure you are able to maximize your retirement income and leave the legacy you desire. Our goal is to provide you with peace of mind knowing that you have the financial security that you need to enjoy your retirement.

Nayeli Ballesteros

Retirement planning can be a daunting task, with its complexities and uncertainties. Nayeli Ballesteros provides a dynamic and holistic approach to retirement planning, ensuring her clients are provided with the consistency and confidence they need to make informed decisions. Her focus is on providing her clients with the protection they need to ensure their hard-earned wealth is not lost in a moment. Nayeli Ballesteros offers a wide range of services to help her clients plan for their retirement, from risk management and insurance to portfolio optimization and financial planning. She has a team of experienced advisors that provide her clients with the knowledge and guidance needed to make informed decisions about their retirement planning.

Thrive Retirement Specialists

At Thrive Retirement Specialists, we focus on helping people achieve their retirement goals through our comprehensive planning and investment management services. Our unique fee structure is a flat-quarterly rate of $2,250 that is charged directly from the individual's investment account. No commissions, no referral fees, and no hidden costs – just a straightforward price for our comprehensive service. Our ThriveRetire™ 8-step retirement planning process gives us the ability to provide a more comprehensive and strategic approach to retirement planning. This service is best suited for individuals nearing or in retirement with an investment portfolio of at least $500,000. We invite you to learn more about our services. Our team of experienced professionals are dedicated to helping you plan and manage your investments to help you reach your retirement goals.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.

DEW Financial Management Group

Bringing Wall Street Strategies to Main Street Folks! Invest | Insure | Manage | Retirement Planning We are in the business of helping clients meet all their financial challenges. We do this by using a total wealth management approach. Each area is important individually but managing them all collectively is one of the most important considerations in your overall financial success. Our approach can help you invest for all stages of your life, manage your exposure to taxes, meet your insurance needs, transition to and live in retirement and provides a plan to successfully transfer your wealth to your children and grandchildren. The mission DEW is to provide independent and objective financial services with the highest standards of integrity and professionalism in our relationship with you, our client. We endeavor to know and understand your financial situation and provide you with only the highest quality information, services, and products to help you pursue your goals. Financial planning is about more than preparing for retirement. It's about working toward short- and long-term goals and helping protect the most important things in life.

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.

Charles Schwab

Charles Schwab established a brokerage firm with the goal of providing a more modern approach to wealth management. They have been serving clients for over 40 years and have developed products and services that put their clients' needs first. They offer personalized financial advising, retirement planning and investment research as well as workshops covering a range of topics from investing basics to complex trading strategies. They strive to create an environment where their clients can make informed decisions about their finances and investments. The team at Charles Schwab is committed to helping their clients achieve their financial goals. They provide a wide range of services including online investing, portfolio management, and more. Their team of experienced professionals are here to help clients navigate the ever-changing markets and develop a plan that works best for them. In addition, they offer complimentary workshops to educate their clients on various aspects of investing.

Plan Group Financial

At Plan Group Financial, we help people create tailored investment strategies that make the most of their money. For the past two decades, we have developed a unique approach to investing that differs from traditional investing models. Our team of financial advisors offer comprehensive services, such as investment management, financial planning, individual investing, 401k, retirement planning, and income planning. We strive to provide our clients with reliable and secure investments so they can reach their long-term financial goals.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.

Law Offices of Robert P Bergman

Introduction: Robert P. "Bob" Bergman is an estate planning attorney and counselor who specializes in the preparation of foundational estate planning, including the use of custom-drafted wills, revocable living trusts, advance health care directives, and powers-of-attorney. Service: He also prepares special legal documents for families with minor children to keep them out of the foster care system. Bob's detailed approach to the planning process assures that his clients' wishes and desires are implemented in the estate plans that he prepares. He is a Certified Specialist in Estate Planning, Trust & Probate Law (California State Bar Board of Legal Specialization) . Bob prepares more advanced estate planning tools such as life insurance trusts for asset protection and estate tax planning, charitable remainder trusts, special needs and supplemental needs trusts for special needs persons, and the Retirement Plan Trust (designed to provide asset protection and maximum tax advantages for an inherited IRA for children or other heirs).

Charles Schwab

Chuck Schwab started a stock brokerage company with a simple question: isn't there a better way? That question led to the establishment of a new kind of investment firm - with a more contemporary approach to wealth management based on a set of core values and beliefs, not just profits and losses. These core beliefs have led to 40+ years of serving clients, innovating on their behalf, and developing brokerage products and financial services that put them - not us - first. At Schwab, we offer a wide range of wealth management services, personalized financial advising and retirement planning, and expert investment research, as well as a number of complimentary workshops covering everything from investing essentials to complex trading strategies. Brokerage Products: Not FDIC Insured - No Bank Guarantee - May Lose Value

Fortress Financial Strategies

We specialize in Integrated Comprehensive Wealth Management.  Our vast resources and access to subject matter experts, gives us the ability to offer a truly unique, customized, and unbiased approach to serving all of your financial needs.   We provide specialty programs you won't find anywhere else like Integrated Financial Planning for Doctors, Financial Planning for Business Owners and Custom Retirement Plans for Businesses, a local private portfolio management team for High Net-Worth Investors, Federal Employee Financial Planning and Benefits analysis, and Group Benefits and Insurance for Businesses.  While most of our client's are located in Arizona we do work with a select group of client's across the United States.   Contact us today for a one hour no obligation review and find out how we can help you.

Charles Schwab

Chuck Schwab started a stock brokerage company with a simple question: isn't there a better way? That question led to the establishment of a new kind of investment firm - with a more contemporary approach to wealth management based on a set of core values and beliefs, not just profits and losses. These core beliefs have led to 40+ years of serving clients, innovating on their behalf, and developing brokerage products and financial services that put them - not us - first. At the Schwab Phoenix Branch, we offer a wide range of wealth management services, personalized financial advising and retirement planning, and expert investment research, as well as a number of complimentary workshops covering everything from investing essentials to complex trading strategies. Brokerage Products: Not FDIC Insured - No Bank Guarantee - May Lose Value

Charles Schwab

Chuck Schwab started a stock brokerage company with a simple question: isn't there a better way? That question led to the establishment of a new kind of investment firm - with a more contemporary approach to wealth management based on a set of core values and beliefs, not just profits and losses. These core beliefs have led to 40+ years of serving clients, innovating on their behalf, and developing brokerage products and financial services that put them - not us - first. At Schwab, we offer a wide range of wealth management services, personalized financial advising and retirement planning, and expert investment research, as well as a number of complimentary workshops covering everything from investing essentials to complex trading strategies. Brokerage Products: Not FDIC Insured - No Bank Guarantee - May Lose Value