Aikapa Wealth Planning & Management

Buckley Law P.C. providing services for business, estate planning, real estate and dispute resolution

Buckley LeChevallier, located in Lake Oswego, Ore., is a law firm providing services for business, estate planning, real estate and dispute resolution. The company focuses on the investment needs and capital requirements of owners, investors, contractors and developers. Other services offered include tax and estate planning, trademarks and copyrights, employment procedures and policies, bankruptcy. Its family law services include Premarital agreements, divorce, custody, child and spousal support, domestic violence allegations, Grandparent s rights, parental abductions, and emergency custody. Buckley LeChevallier also offers dispute resolution in the areas: Business, real estate, construction, environmental, land use, Professional licensing and malpractice, administrative law, and complex litigation.

Sierra Pacific Financial Advisors

Sierra Pacific Financial Advisors, LLC (SPFA) is a Fee-only Registered Investment Advisory (RIA) firm that offers its clients over a century of collective financial services knowledge. Our experts are here to help you reach your goals and make sound financial strategies more achievable than you might think. No matter where you are in life, we will be with you until you reach the finish line. We serve as fiduciaries and provide unbiased financial solutions with a single focus: our client’s best interests. We don’t just manage money; we work closely with our clients to create comprehensive, personalized plans that connect all aspects of their finances in order to achieve the best results possible. Our services include: stock options, RSUs, ESPP exercising strategies and diversification for those with concentrated stock options; tax-advantaged retirement planning for business owners; wealth management and transfer solutions for pre-and-post retirees; and financial wellness and investment services for women. At Sierra Pacific Financial Advisors, we strive to ensure our clients are making well-informed and sensible decisions throughout their financial journey - from wealth accumulation to preservation, to distribution.

Engaging Women In Wealth

Engaging Women in Wealth, led by Deb Sims, is a wealth management and financial services firm based in San Diego and Rancho Santa Fe. The company's mission is to assist clients in pursuing their current and long-term goals, while protecting the wealth they have acquired throughout their lifetime. They work closely with local estate planning attorneys, CPAs and other professionals to ensure their clients receive the best advice and services. The company provides an array of services, including fee-based asset portfolio management, tax efficiency, risk management, retirement planning, financial planning, estate and charitable planning, and wealth plans for creating a family legacy. Engaging Women in Wealth's team also offers expert advice and guidance to ensure that clients are on track to reach their financial goals.

Atticus

At Atticus, we specialize in providing individualized and human-focused investment, financial planning, and retirement planning services. We understand that everyone's needs are unique, so we work with our clients to identify the best strategies for their particular goals.No matter if you're looking to increase your wealth, plan for your retirement, or manage your business finances, we can help. We provide a personalized service with no minimum fees to get started, so all of our clients can access quality financial advice regardless of their situation.We take great pride in keeping our clients informed about their investments and plans, so they can stay on top of their finances. Our team is dedicated to helping you reach your financial objectives, so contact us today to schedule your customized consultation and start your journey towards a secure financial future.

Robert D Roseman, PC

Providing entrepreneur, start-up, business, not-for profit and  commercial real estate clients, including tenants, developers and investors with cost-effective legal services. The practice's focus is on business formation, corporate and real estate transactional work and the formation of not-for-profit organizations. With more than 45 years of transactional experience, Mr. Roseman is adept at providing extraordinary service and value to his corporate, not-for-profit, business and real estate clients. His services include: Business Entity Formations, including all corporate, partnership and limited liability company organizational documents in the DC Area Organizing Business and Real-Estate Holding Companies Drafting and Negotiating Contracts Preparing and Negotiating Stock or Asset Based Sales Transactions Drafting Executive Compensation Arrangements Strategic Planning For Business and Not-for-Profit Organizations Advisement at all stages of a real estate project, including acquisition, financing, construction, leasing, management and disposition Drafting lease agreements for Landlord and Commercial and Not-for-Profit Tenant clients Negotiating Commercial Real Estate Sales Contracts for Sellers and Buyers and Commercial Loan Documents for Lenders and Borrowers Strategic pre-bankruptcy and debt restructure and asset protection planning; and, Representation of Foreign Investors in US Real Property Transactions.

True Root Financial

At True Root Financial, we are a fiduciary financial advisor with 19+ years of experience at renowned firms including Goldman Sachs and BlackRock. We provide comprehensive services such as investing, tax planning and wealth management for business owners, physicians, tech professionals and high-earning individuals. Our mission is to help our clients achieve their life goals with unbiased, ethical and legal advice. We are a fee-only advisor, which means no commissions and no product pushing. Our team of experienced advisors have the professional knowledge and specialized skills to customize strategies that fit the needs of our clients. With our expert guidance, you can trust that your investments, taxes and wealth are in good hands.

Citadel Law Firm

Citadel Law Firm, located in Chandler, is a law practice dedicated to providing personalized estate, business, and tax planning strategies. We strive to ensure that our clients have financial security and peace of mind, and an understanding of the resources available when difficult times arise. Our team draws on a wide range of commercial and international experience in order to offer comprehensive solutions tailored to each individual client and their family businesses. We specialize in estate planning, wills and trusts, and tax law. Additionally, we represent those developing new businesses, protecting intellectual property, and planning for business succession. Our deep background across investment banking, investment management, small business entrepreneurship, tax, and law provides us with the tools necessary to deliver optimized results. Please contact us to arrange an appointment to discuss your matter.

Spidey Innovation

Spidey Innovation is a technology consulting firm dedicated to bringing innovative solutions to businesses. We specialize in Quickbooks Online (QBO) setup and integration, bookkeeping and tax preparation, virtual phone systems, website development, content management, mobile website development, Craigslist marketing, Amazon sales, Facebook advertising, search engine optimization, search engine marketing, pay-per-click, website and internet marketing, social media expertise, reputation management, sales consulting, management consulting, turn-around management consulting, and investor and venture capital connections. Our team provides the expertise and knowledge needed to help you succeed in today's competitive market. We bring years of combined experience to the table, offering clients a wide range of services. Our team is experienced in developing custom technology solutions, providing comprehensive accounting and bookkeeping services, helping to create and optimize websites, and offering support with search engine optimization, pay-per-click, and social media campaigns. We also have extensive knowledge when it comes to crafting strategic plans for business growth, as well as providing turn-around management consulting and investor connections.