Lockton Companies Washington DC A Part Of Lockton

Guterman Organization

Insurance Oyster(TM): I turn sand into pearls, with insurance. 37 years experience: Insurance for trustees, fiduciaries, firms, family offices, pension funds, trust companies, venture capital and private equity funds, ESOPs. Certified Financial Planner (R), Trust and Estate Practitioner(R). Expert in Hedge Fund, Software, Biotech, Real Estate, Power and Renewable Energy industries. Directors’ and Officers’, Representations and Warranties, Tax Opinion Insurance; Estate Tax, Business Tax, GIft Tax; Transactional Insurance, Political Risk Insurance. High-limit Disability and Life Insurance.

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.

Next Gen Financial Planning

Next Gen Financial Planning (NGFP) is a fee-only financial planning firm dedicated to helping 30-something professionals live their ideal life. We act in a fiduciary role for our clients, meaning that we always prioritize their best interests when offering advice, rather than pushing them to purchase products for our own benefit. Our team offers comprehensive financial advice, ranging from investment and tax planning to student loan advice and insurance. We strive to be different from the traditional financial planner and provide an individualized experience to each of our clients. Our free initial consultation is a great way to determine whether NGFP is the right fit for you.

Lambert Zainey Smith & Soso

For more than 35 years, the renowned Louisiana trial lawyers of Lambert Zainey Smith & Soso have been at the forefront of whistle blower and mass action litigation throughout the United States. Based in New Orleans, they are also experienced in handling personal injury and commercial litigation matters in Louisiana and the Gulf Coast region. Their highly skilled team has the expertise to successfully handle even the most complex cases.From product liability and truck accidents to maritime injuries and workers compensation, their services cover a wide range of legal areas, including business law, insurance law, fraud, breach of fiduciary duty, wrongful death, aviation accidents, construction accidents, motorcycle accidents, and FELA issues. They also provide representation in mass torts and whistle blower lawsuits.

Clarity Insurance & Investments

This Fiduciary Team can help you with Medicare, Social Security, and IRA questions. We help ASRS retirees as well as new teachers establishing their 403bs. We have been helping AZ residents and Snow Birds for over 10 years. Let us help you make sense of the insurance world! WE specialize in Health, Life and Retirement planning. You have the products, NOW understand how to use them to YOUR benefit! We travel to you for one-on-one appointments. We offer ZOOM, GoogleTalk and phone appointments for convince. Reach out with your questions TODAY!  Our staff is ALWAYS available to answer questions and give you the help YOU need. ALL new clients receive a FREE-one-hour consultation with our Licensed-Professionals.

Wealth Engineers

Wealth Engineers is a 100% fee-only financial planner that serves a wide range of clients from all over the country, including Denver. Our clients are typically mid-level to executive professionals, entrepreneurs and business owners, or retirees who have higher-income earning needs and require assistance with investing for the future, minimizing their tax burden, and/or planning around their family. Our relationship with our clients begins with fiduciary investment and financial planning advice. We work closely with clients to craft low-cost, tax-efficient investment solutions as well as provide them with industry-leading software to help bring their entire financial world together in one place. Our team of thoughtful and experienced financial planners develop a personalized plan and never charge any product sales or commissions. The range of services we offer includes investment portfolio design and management, reviewing insurance coverage and developing risk management plans, planning and investing for college, tax minimization planning and strategy, maximizing employee benefits, social security planning and maximization, and analyzing and making recommendations on 401(k), 403(b), 457(b), or IRA accounts. With Wealth Engineers, you can rest assured you're getting the most comprehensive financial advice available.

Karstens Financial

Karstens Financial is a full-service insurance provider dedicated to offering clients reliable products and services. We offer insurance solutions for both individuals and businesses, such as auto insurance, home insurance, business insurance, and contractors insurance. Our team of experienced professionals also specialize in providing specialized coverage, including workers compensation, directors and officers, high risk insurance, cyber insurance, pet insurance, travel insurance, cell phone insurance, disability insurance, and more. We understand the importance of having the right coverage for your business and provide customized packages to suit your needs. Our services include commercial auto & trucking, garage insurance, errors and omissions, employee liability, fiduciary liability, technology liability, bonds, buy/sell agreements, key person insurance, business continuation planning, benefits package solutions, group health, group life, and group disability. With years of experience, our team is here to help you determine the best course of action when it comes to securing the proper insurance coverage.

Estate Planning Legal Center

Estate Planning Legal Center has been providing personalized estate plans for 18 years. Founded as the Law Office of Diane Haisha-DeForest, the company has since changed its name to reflect its focus on Estate Planning services. These services include preparing documents which allow others to act for you in the event of your incapacity and for the transfer of your estate upon your passing. We also offer mobile service for an additional charge for our clients' convenience. Our experienced team of trust attorneys and professionals are well-equipped to craft trust and legal documents that meet the unique needs of you and your family. Contact us for Probate, Living Trust, Special Needs Trust, Letters of Administration, Wills, Power of Attorney, Health Care Directive, Professional Trustee, and Fiduciary services. 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.