Horizon Harvest Financial Planning

Horizon Harvest Financial Planning

Horizon Harvest Financial Planning is a fee-only investment firm that puts your interests first. Our fiduciary promise means that we are not incentivized to sell products and only charge you for our services. We offer a free one hour consultation by phone or in person, and if you feel the advice you receive is not up to your expectations, you will not be charged. This commitment sets us apart and is a testament to our dedication to providing the best service possible. Our team of experienced advisors are here to help make your financial life simpler and give you the tools to achieve a better future. We strive to provide quality advice and cater our services to fit each individual's needs.

Forza Investment Advisory, LLC

Forza Investment Advisory LLC is a Registered Investment Advisory firm based in Westfield, NJ, providing fee-only investment advisory and portfolio management services to clients with investable assets over $500,000. Our services are tailored to individuals, families, small businesses and other institutions. We offer a wide range of services, such as investment strategy and implementation, asset allocation, portfolio management, retirement planning, savings plans, and other investment planning. We also specialize in Separately Managed Accounts (SMA's) for ERISA Plans, Rollover 401K into IRA, and other complex investments. Our team is experienced in managing different types of portfolios and Plans including IRA's, Trusts, Personal Accounts, Rollover 401Ks, Pensions, Endowments, Charitable Accounts, 401Ks, Profit-Sharing Plans, Education Plans, and more.

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.

The Goff Financial Group

Goff Financial Group is a fee-only advisory firm that aims to act in the best interest of clients. We offer tailored portfolio management based on each client's personal comfort level and objectives. Our team takes the time to evaluate each individual's situation and develop solutions that match their risk tolerance, income requirements and other special considerations. We strive to create an optimal balance between maximizing returns, reducing risk and preserving capital. Our Chief Investment Officer works closely with clients to ensure that their portfolio matches their expectations and 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.

Nexus Wealth Advisors

Nexus Wealth Advisors is a financial services firm dedicated to helping people live their best lives by providing clarity, coordination, transparency and exceptional care around preserving and growing wealth. We provide comprehensive “financial life guidance” and fee-only investment management solutions to help alleviate the stress of money and the future. Additionally, we offer tailored, value-aligned or socially responsible investment options to meet our clients' needs. Our team is committed to helping clients achieve their long-term financial goals and make the most of their money. 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.

Wiser Wealth Management

Wiser Wealth Management is an independent fee-only investment advisory firm based in Marietta, Georgia. As a fiduciary, we put our clients' interests first and do not receive commissions or sell any financial products. Our mission is to provide portfolio management, financial planning, investment management and small business retirement plans. We also collaborate with trusted business partners to provide our clients with estate planning, tax preparation and business legal services. Our team of experienced professionals is dedicated to providing outstanding service and advice to ensure our clients reach their financial goals. 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.

Paceline Wealth Management

Paceline Wealth Management is a fee-only fiduciary firm offering comprehensive financial services across Boston and remotely. As a fiduciary, Paceline is committed to putting their clients' interests first, without receiving commissions or other incentives from sales. The team is headed by Jeremy Bohne, who brings expertise in financial planning, institutional investing, insurance, and management consulting. Clients benefit from his investment expertise, listening skills and detail-oriented approach. Paceline helps tech and biotech executives, physicians, and those seeking financial planning services to professionally manage investments and receive financial advice. 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.

Lula Financial

Lula Financial is a boutique financial services firm. We work with clients to strengthen their finances in the following areas: Retirement Planning 401(k)/403(b) Rollovers IRA/Roth IRA Investment Strategy Student Loan Debt Credit Card Debt Life Insurance We are fee-only investment advisors and fiduciaries.