Myannuityguy

West to East Business Solutions

West to East Business Solutions LLC (WEBS) is a full-service accounting, finance, and business management consulting firm, based in Phoenix, Arizona. Who We Serve At West to East Accounting Solutions, we enjoy working with businesses in a number of different industries. No matter what type of business you run, we will draw on our knowledge of accounting and financial strategies to keep your business on track. We spend time learning about your business, so we can deliver the right combination of accounting services, tax planning, and professional advice that will give your company a competitive edge in the marketplace. WEBS Services To build a successful company, the ability to produce accurate and timely accounting and financial information is indispensable. However, many small to mid-size companies cannot sustain an entire accounting team. CFO/Controller Management of Accounting Department Budgets and Forecasts Audit Coordination Accounting Manager/Senior Account Coordinate with Staff Accountants Account Analysis Month-End Closing Staff Accountants Reconciliation Accounts Payable Accounts Receivable QuickBooks Deltek Financial Analysis Financial Planning Financial Statements Payroll Advisory Services HR Services Business Consulting Services

Fullerton Financial Planning

Fullerton Financial Planning is one of 'the valleys' most trusted financial planning firms. We are dedicated to preserving your retirement dreams. We seek to become our clients' most important financial relationship.   We are an accredited business of the Better Business Bureau and certified background checked member of the National Ethics Association.  Fullerton Financial Planning has received the prestigious 2016 Hot Growth award by Republic Media.

White Oak Law

James P. White is a practicing attorney from the East Bay and a graduate of the S.J. Quinney College of Law at the University of Utah, where he earned a Juris Doctorate and Master of Public Policy. He also holds an undergraduate degree in Psychology and Asian Studies from Brigham Young University. As an Eagle Scout, James remains involved with humanitarian organizations and has received several Korean language scholarships. His professional affiliations include the California Public Defenders Association, Alameda County Bar Association, Eastern Alameda County Bar Association, Tri Valley Estate Planning Council, and Wealth Counsel. At White Oak Law, James works to provide quality legal services to the community and strives to help clients navigate their legal needs. He has experience in many areas, including public interest law, moot court competitions, and marine officer candidates. He is admitted to the State Bar of California, and his commitment to service is evident in his dedication to his clients.

Asset Preservation Wealth & Tax

Asset Preservation Wealth & Tax is an independent Wealth Management Firm located in the Scottsdale, DC Ranch, Paradise Valley, Fountain Hills, and Phoenix areas. We specialize in providing Tax Planning and Roth Conversions, Financial Planning, Estate Planning, Wealth Management and Insurance services specifically tailored to seniors. Our products and services include Mutual Funds, ETFs, stocks, Bonds, Fixed Annuities, Variable Annuities, and Indexed Annuities. We have been helping our clients since February 1997, providing unique strategies and solutions that have enabled them to enjoy a secure and enjoyable retirement. Our company has managed over $420 million of client nesteggs for over 9,000 households statewide. Our services include Financial advice, Tax Preparation, Estate Planning, Fee-only Financial Advisory, 401(k) rollovers, TSA 403(b) Rollovers, 457(b) Deferred Compensation Plan consulting, IRA Rollovers, Stretch IRA, IRA Maximization techniques, Annuity consulting, and Life Insurance Analysis. We strive to be an industry leader and ensure our clients have consistent growth and safety with lasting success.

East Valley Fiduciary Services

James Clark founded East Valley Fiduciary Services (EVFS) in 1998 to support those in need. With his background as a Long Term Care Administrator and Director of Behavioral Health Services, Jim brought a unique mix of social work and care to the business. In 2008, Michael Bogle took over the role, bringing with him an extensive background in financial services. EVFS works on all levels of the profession to provide individuals with a professional private fiduciary when their family or friends cannot help. The mission statement of EVFS is to "promote the health and well-being of all persons entrusted for guardian and/or conservatorship," with the goal of providing individuals with dignity and respect, courteous and competent service, professionals with high ethical standards, communication and cooperation, plus knowledge and competency in the profession.

Valley Financial

Valley Financial is a Financial & Healthcare Consultant based in Ellicott City, MD. Our mission is to provide quality service at an affordable price. We specialize in a variety of financial services, such as retirement consulting, healthcare consulting, personal financial services, and business financial services. Our team of experts is dedicated to helping our clients achieve their retirement goals. We strive to be the trusted partner for financial consulting and retirement planning.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.

William A. Udall

The Law Firm of Joseph M. Udall has been providing reliable legal counsel to residents and business owners of the East Valley and surrounding communities for more than 20 years. Attorney Udall also has an "AV Rating from Martindale/Hubble Lexis/Nexis in the areas of Business Law, Trusts and Estates and General Practice. Attorney Udall's approaches each case with a clear analysis, and will give you practical advice in all areas of business law, including formation and dissolution, choice of entity, contracts, and employment law. He is also able to assist with estate planning, wills, trusts, probate, power of attorney and guardianships. He will take the time to give each client personal attention to understand each element of their situation and individual needs in order to provide the best in representation. Call their office, located in Mesa, Arizona to schedule an initial consultation.

Authentikos Advisory

Authentikos Advisory is a financial services firm dedicated to providing retirement, estate and investment planning solutions in Silicon Valley. Our business is founded on the principle of community outreach and close-knit relationships with our clients. We have adopted a holistic approach to financial planning that puts asset preservation, protection, and growth at the forefront. We understand that our clients require the freedom to create personalized financial portfolios and develop strategies that will see them through to financial independence. At Authentikos, it’s all about trust. We understand the difficulties that come with recent corporate disasters and investment mismanagement. Regardless of market fluctuations or interest rates, our clients can rely on us to always give them an honest opinion and look out for their best interests.