Alpha Fiduciary

Lilani Wealth Management A Full Service Financial Planning And Investment Advisory Firm

Lilani Wealth Management is a full service financial planning and investment advisory firm, located in Roseville and in San Mateo, California. We recognize that our clients have active and multifaceted lives. Our mission is to create and preserve wealth for our clients through effective implementation of sound financial strategies. Financial planning does NOT have to be an intimidating or frustrating process. We listen to our clients' concerns, learn what is important to them and take action. We regularly communicate with them to ensure the feasibility of their plan, while staying current with tax and estate law changes.

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

Alpha Fiduciary

Alpha Fiduciary is a wealth planning and management firm that provides comprehensive financial solutions. We specialize in investment consulting and management, advanced planning, and relationship management for our clients. Our services include investment management and portfolio performance analysis, risk evaluations, asset allocation and location, tax-conscious portfolios, evaluation of employer retirement plans, social security and pension benefits optimization, tax planning and mitigation, cash flow planning, insurance information and advisement, legacy and wealth transfer planning, wealth protection, business succession planning, business and personal retirement planning, and restricted stock strategies, as well as preparing heirs for wealth. We also provide newsletters, quarterly performance reports, yearly and ad-hoc reviews of financial situation and goals, and periodic review of beneficiaries, trusts, and estate plans. 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.

C&C Event Planning & Mgt., Inc

C&C Event Planning & Mgt., Inc. is a full-service event planning and management firm based in Chicago, Illinois that specializes in corporate event planning, themed events, full wedding planning, bar/bat mitzvahs, social event planning, open houses, grand openings, meetings and conferences, calligraphy, custom and non-custom invitations, and venue search. 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.

Houston Wealth Management

Houston Wealth Management is an independent financial planning and investment firm located in Houston, TX. Our mission is to provide successful individuals, families, small business owners, and non-profits with comprehensive financial planning, retirement planning, college planning, estate planning, risk and insurance planning, and investment and tax planning services without the hassle of sales commissions. We also offer investment and asset management services, as well as situation-based financial analysis and consulting services that are tailored to the needs of our clients. We strive to provide superior advice and services to our clients so they can achieve 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.

Charmed Events Group

Charmed Events Group, LLC is a California-based event planning and management firm renowned for its skillful wedding, special events, and corporate event planning. Our mission is to provide each event with its own unique feel and personality, all with a stylish and charming touch. Our experienced team of professionals and our expansive vendor list allow us to craft the perfect event that will surpass your expectations, providing you and your guests with an unforgettable experience. From our commitment to quality and detail to our understanding of what it takes to make a successful event, we strive to make every event one to remember. 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.

American Wealth Management Company

Overview: Benjamin Franklin understood that life is not about accumulating money, but achieving the joy in life that comes from pursuing your passions. Being successful financially can help you do that. We at American Wealth Management will help you take a disciplined approach to decisions about your money and your financial life so that your dreams can become reality. We understand that your situation is unique and that you require solutions tailored to your specific situation. American Wealth Management offers you a customized, creative approach with expert advice to help you reach your goals. We will help you get organized, set goals and develop strategies to achieve them. American Wealth Management is an independent financial planning and investment firm. We are not influenced by proprietary investments, so we are in just one business, acting in our client's best interests. Because we work on a fee bases, we do not have the conflicts of interest that can arise in other models of compensation.

Benedict & Martin PLLC

The firm's primary focus is to provide legal council and strategy implementation designed to facilitate wealth accumulation and management and asset preservation. Additional services include: estate and tax planning; entity formation and business succession planning; asset protection; probate; guardianship and conservatorshi. In addition to traditional legal services, Benedict & Martin has developed a network of some of the highest quality professionals in the accounting, financial services, insurance and banking industries.