Vickie Adams, CFP CDFA

Derive Wealth

Derive Wealth is a financial and investment advice company dedicated to providing honest advice. We understand that discussing your financial goals can be daunting, so we make it easier by providing access to a qualified and independent Certified Financial Planner. At Derive Wealth, we don't have any products to sell, nor do we work on commissions. Instead, our only product is creating custom financial plans for our clients. Our plans cover five key areas: income taxes, cash flow, personal goals, investments, and risk management. We are committed to transparency in both the advice we give and the fees you pay. Our flat fee pricing structure is based on your individual situation and not the amount of money you have. To get an instant quote, check out our website. We invite you to experience how financial planning should be done. Come and see how Derive Wealth can help organize and simplify your life.

Knox Financial

Knox Financial is a financial services firm committed to helping clients reach their financial goals by providing tailored investments, insurance, and real estate solutions. As experienced investment advisors, we provide comprehensive financial planning for the mass affluent. Our range of services include stocks and bonds, retirement accounts for individuals and small businesses, college savings plans, annuities, fee-based managed accounts, mutual funds, life insurance, and long-term care insurance. Additionally, we provide 1st mortgages, 2nd mortgages, HELOCS, and real estate listings. We strive to provide our clients with the best possible solutions to suit their unique needs. 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.

McGlothin Insurance & Financial Services

At McGlothin Insurance & Financial Services, we strive to provide our clients with personalized life, home, renters and auto insurance policies that offer the best coverage for their needs. Our experienced staff will provide honest advice and accurate quotes on all types of personal or property insurance. We go beyond just offering insurance, and can also assist with financial planning. For more information or a free quote, don't hesitate to call us. Our team of friendly and knowledgeable professionals are here to help you get the most out of your insurance policy. We take the time to understand your unique circumstances and provide you with the advice and support you need to make the right decisions. You can trust us to ensure that you are receiving the best possible coverage at the most competitive rates.

Global Wealth Strategies & Associates - GWS&A

At [Small Cap] Certified Financial Planners™, we are proud to be independent and unbiased fiduciaries – Accredited Investment Fiduciaries. Our mission is to provide clients with an inspiring and educational path to financial security for life. We achieve this through world-class people, resources, and services. We specialize in retirement planning, estate planning, tax mitigation, business planning and more. We take pride in our professional transparency, ensuring all of our clients get the best advice achievable. Our goal is to help you create a financial plan that meets your present and future needs, and provides you with the freedom and confidence to pursue your goals and dreams. Let us help you design a plan that will bring success and security now and into the future.

Hms Insurance Associates

At HMS Insurance Associates, we are committed to providing comprehensive risk management services and financial planning for individuals and businesses. We offer a wide range of services, including surety bonding, captive programs, risk management services, claims mediation, employee benefits, life and health insurance, retirement and 401K plans, personal home and auto insurance, boat and recreational insurance, renters insurance, flood insurance, and motorcycle insurance. Our team is dedicated to helping you make informed decisions about your insurance needs and protecting your assets. We strive to be more than just an insurance agency; we are a trusted partner that provides professional advice and innovative solutions tailored to your unique situation. Our experienced staff is well-versed in the latest industry trends and can help you find the right policy to meet your needs. We pride ourselves on delivering superior customer service and delivering timely and accurate information to our clients.

Legacy & Wealth Financial Advisors

Financial planning, investment management, IRAs, 401Ks, mutual funds, annuities, life & health insurance. I can help answer your questions in a clear and honest fashion. My goal is to help reduce my clients' stress around these financial matters and move comfortably into the next phase of their lives. I use leading investment managers and insurance companies to help my clients with their goals. All customer accounts are held at a qualified financial company for your security. I focus on working with clients that have a net worth of $100K and up. 3rd party posts on this profile do not reflect the views of our firm and have not been reviewed for accuracy or completeness.3rd party reviews may not be representative of the experience of other customers and not indicative of future results.Content should not be construed as an offer to buy or sell, or a solicitation of any offer to buy or sell any security.Legacy & Wealth Financial Advisors is registered as an investment advisor with t

Atlas Capital Management

Financial planning and retirement planning are important components of achieving financial security in the future. Planning for retirement should involve developing a plan for how you will save and invest for the future, in addition to considering how you can best use your current income and resources to achieve your goals. When creating a financial plan, it is important to consider all aspects of your finances. This includes setting a budget, planning for any debts you have, and assessing what investments and savings you already have in place. It is also important to consider your long-term goals such as retirement and college savings. Retirement planning is more than just thinking about how much you need to have saved when you eventually retire. It requires understanding the different types of retirement savings options, such as 401ks, IRAs, and annuities. You should also research different ways to invest and save your money, such as stocks, bonds, mutual funds, and real estate. Lastly, you should consider Social Security and other associated benefits that may be available to you. By taking the time to plan for your financial future, you can ensure that you are well-prepared for whatever life throws your way. A sound financial plan can help you reach your retirement goals, build wealth, and enjoy financial security for years to come.

Kelly Financial Services

Kelly Financial Services provides comprehensive financial advice and services to help individuals achieve their retirement goals. Our mission is to provide tailor-made solutions and support to meet the individual needs of our clients. We offer Roth IRA Transfers and Roth IRS Conversions to assist with retirement planning. We also provide a variety of other services such as Customized Financial Analysis, Estate Services, Financial Planning, Financial Seminars, Financial Services, IRA Solutions, IRA Solutions for Retirement Planning, Life Insurance, Lifetime Income, Lifetime Income Planning for Retirement, Long-Term Care, Making Your IRA Tax Free in Retirement, Retirement Services, Social Security Maximization, Wealth Transfer and Retirement Planning. Our experienced team of professionals have the knowledge and expertise to provide the highest quality of service to ensure that our clients' financial objectives are met. 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.