Mindful Money Digital Firm

Abundant Wealth planning

At Abundant Wealth Planning, we are committed to helping our clients achieve their financial objectives. We offer a wide range of products and services that can be tailored to fit the individual needs of each customer. Our team has a comprehensive knowledge of the financial industry and access to top-tier financial services companies, allowing us to provide our customers with the best options for their unique situation. We strive to provide sound financial advice and guidance to ensure our clients reach their goals. Our experienced advisors are available to answer any questions customers may have about our services or the products offered. We take pride in our commitment to providing excellent customer service and strive to exceed expectations with every interaction. With our dedication to high-quality service and our extensive knowledge of the industry, Abundant Wealth Planning is the perfect partner to help you navigate the complexities of finance and secure your financial future.

King Wealth Planning

King Wealth Planning, Inc. is a financial planning firm that provides top-notch service and ethical performance, aiming to help individuals with their investments and financial decisions. Our staff is comprised of CERTIFIED FINANCIAL PLANNER™ Professionals who have passed the FINRA examinations for Series 7 and Series 66, as well as holding additional licenses and designations in specialized financial planning areas. We are registered with the State of California as a Registered Investment Advisor firm. Our team of experts is highly experienced and dedicated to providing high-quality services to our clients. We offer tailored investment advice and portfolio management, estate planning, retirement planning, insurance advice, and more. Our professionals place a great emphasis on maintaining high standards of ethical performance and superior customer service.

Medicus Wealth Planning

Medicus Wealth Planning is a fiduciary, fee-only financial advisory firm that specializes in providing comprehensive financial planning and investment management services to those who are nearing retirement. Our team of experienced professionals have obtained various designations such as CFP®, Enrolled Agent, Masters in Financial Planning, and CDFA®. We are committed to helping clients navigate the complexities of retirement planning.If you would like to learn more about what we have to offer, please don't hesitate to give us a call today. No matter what your needs are, we will do our best to provide you with the top-notch service that you deserve.

Aikapa Wealth Planning & Management

Aikapa Wealth Planning & Management helps small business owners and families to realise their goals and ambitions in both business and personal finance. Through tailored financial plans and wealth management, we strive to assist them in achieving success. If you would like to learn more about what we have to offer, please don't hesitate to give us a call today. No matter what your needs are, we will do our best to provide you with the top-notch service that you deserve.

Oasis Wealth Planning Advisors

At Oasis Wealth Planning Advisors, our mission is to act as objective consultants and provide solid advice and peace of mind for our clients. We are fee only, meaning we do not receive commissions or sell products. We offer our services to clients in Nashville, Brentwood, Franklin and beyond. Our team of expert advisors offer comprehensive financial planning services including retirement planning, income tax consulting, investment advice and management, estate planning, insurance, executive compensation and business succession planning. We take pride in our academic-based investment management that is tailored to each client’s individual goals.

Strategic Wealth Planning

At Strategic Wealth Planning, our mission is to provide top-notch financial and personal guidance to help clients reach their goals. We do this through a wide range of services, from business consulting and portfolio management to financial and estate planning. Our team of professionals specialize in catering to the individual needs of each client, regardless of their net worth or the complexity of their financial situation. We make sure that all areas of our client’s finances are considered when creating a comprehensive plan that meets their specific objectives. Our experienced staff is dedicated to providing reliable and personalized advice to ensure our clients’ long-term success. 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.

Abundance Wealth Planning

Abundance Wealth Planning is a financial life planning practice that combines financial planning with coaching to help people achieve a more stress-free and easier relationship with money. We are a fee-only fiduciary, which means we do not receive commissions, referral fees, or other third-party compensation. 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.

Family Wealth Planning Partners

Craftsman Wealth Planning Partners was established with the goal of providing families with an open and honest approach to their financial future. We strive to understand each family's needs and vision for success, beyond just their financial assets. Our team takes the time to get to know our families and provide solutions tailored to their individual needs. We are committed to offering our families the best possible advice and guidance. Our team of experienced professionals is dedicated to helping families reach their financial goals, providing comprehensive wealth planning services that include investment management, retirement planning, estate planning, and tax planning.

RLB Wealth Planning

RLB Wealth Planning is dedicated to providing excellent service to our clients. Our team of certified financial planners and CPAs are knowledgeable and experienced individuals who can assist you in navigating the complexities of financial management and retirement planning. We strive to be respectful, transparent and efficient in all that we do. If you would like to learn more about what we have to offer, please don't hesitate to give us a call today. No matter what your needs are, we will do our best to provide you with the top-notch service that you deserve.

Indy Wealth Planning Group

For three decades, Bryan Richardson has been helping Retirees and Pre-Retirees make the right financial decisions for their retirement. He is the President of Indy Wealth Planning Group and specializes in the distribution phase of his clients' financial lives by providing them with strategies that provide security, consistency, and predictability in their retirement, regardless of stock market volatility. When crafting a retirement plan, it is imperative to ensure that all investments, accounts, income plans, risk plans, and social security work together. His main priority is to create a risk plan that will protect against market corrections but also capture most of the upside of the market. This type of risk management and attention to accounts is usually only accessible to the affluent. Bryan graduated from Brebeuf High School, Manchester College and participates in ongoing studies on complex financial instruments at Wharton, The New York Stock Exchange, Goldman Sachs and Wellington Management. He is licensed for securities (Series 6 and 63) as well as life health and disability insurance in several states. Bryan has been married for over two decades and has five children and one grandchild. He leads an active lifestyle and enjoys golf, swimming, and running. He attends Light Of The World Christian Church.

Simon Chew, CIC - eHealth Plans/Amazing Wealth Insurance Agency

Simon Chew, CIC - eHealth Plans/Amazing Wealth Insurance Agency is here to help our clients reach their financial goals. We have more than 32 years of experience in creating and executing strategies with insurance and retirement plans to ensure long-term success. We specialize in 401(k) rollovers that offer lifetime pension income. Our staff is bilingual in Cantonese and Mandarin, making us a great resource for our international clients. If you would like to learn more about what we have to offer, please don't hesitate to give us a call today. No matter what your needs are, we will do our best to provide you with the top-notch service that you deserve.

Lifetime Wealth Planning and Management

Fee-Only Planner Financial Planner National Harbor, Maryland and Alexandria, Virginia Retirement Planning Estate Planning Investments Tax Planning NAPFA Member Financial Advising

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.

Simon Chew, CIC - eHealth Plans/Amazing Wealth Insurance Agency

Our goal is to assist our clients achieve their financial success by implementing strategies with insurance & retirement plans based on our 28 yrs of expertise.   We specialize in 401(k) rollovers that will provide you lifetime income.   Our staff are also bilingual in Cantonese & Mandarin.