Financial Foothold

Sol Design Advising Management

Sol Design Advising Management is a general business managing company that helps entrepreneurs plan and develop their businesses. We specialize in virtual assistant services, financial management for personal and business accounts, and real estate services for buying, selling, and leasing. Our experienced team has the knowledge to make your home buying, selling, or leasing process effortless. Our mission is to provide comprehensive business managing services to our customers. 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.

Alan Guillaudeu CPA, PC

At our accounting firm, we have been helping small business owners since 1984. Our specialties include accounting, bookkeeping, tax planning, and tax preparation. We offer a unique, team-oriented consultative approach, which has kept our business clients on the right path for over three decades. Our services enable small business owners to control costs and increase profits. Our team offers personalized advice and hands-on help with all aspects of business operations. We provide thorough, accurate and timely advice that ensures businesses make informed decisions. Our team takes a comprehensive look at all areas of financial management for small businesses. We provide advice that covers all business needs, from daily bookkeeping to long-term tax planning. Our team is always available to answer questions and provide guidance. With over 30 years of experience, our team is dedicated to helping small business owners succeed. We strive to deliver exceptional service to our clients. Our commitment to superior service and quality results makes us an invaluable resource for small business owners.

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

First Financial Credit Union

At First Financial Credit Union, we provide financial services for you and your family. As a cooperative, members are part owners and benefit from lower loan rates and fees, as well as higher savings rates since profits are given back to them instead of shareholders or management. Members also have a voice in the products and services offered by the credit union. For starters, our free checking accounts come with overdraft options like free transfers from a savings account or low-rate line of credit, and there are no minimum balance or usage requirements. We also offer youth accounts, retirement accounts, mortgages, alternatives to payday loans, auto loans, and low-rate credit cards. We understand that some members may not have any credit history or are trying to rebuild their credit score. We offer reasonable options for those individuals as well. So don't worry if you're young, a new citizen, or starting over with credit - we have plenty of options available.

Financial Pathways

Financial Pathways is a certified financial planning firm that provides expert advice on financial matters throughout the entire financial journey. Our team of financial planners is dedicated to helping clients achieve their financial goals and objectives. We offer comprehensive financial planning, retirement planning, investment advice and/or management, financial advice for women, younger people, student loan analysis and college planning. Our goal is to help our clients make sound financial decisions that will put them on a path to success. Our advisors have a wealth of experience and knowledge in financial planning. They are committed to delivering personalized advice that is tailored to each individual’s specific needs. We understand that every person’s financial situation is unique, and so we strive to provide tailored solutions that are tailored to each individual’s goals and objectives. Our advisors are also highly-trained and certified in financial planning, so they can provide the most up-to-date information and guidance.

Synergy Financial Management

Synergy Financial Management, LLC is part of a financial system that offers three services to business owners: money management, valuation and consulting, and M&A advisory services and business transactions. Individuals and trusts can also benefit from two professional services: money management and comprehensive financial planning. We help entrepreneurs integrate their personal and business financial planning. We provide assistance in acquisitions, marketing and promotion of businesses for sale, and maximizing a business's value. Starting the day a business opens its doors, it's important to start an exit plan. We give practical advice to avoid pitfalls that could reduce a business's value. We offer a free Wealth Assessment Check-up to begin our relationship. Afterward, we can suggest a custom solution to meet your objectives. Contact us today and see how we can help you optimize your exit plan.

The Robinhood Group

For a healthy business to sustain its success, it is necessary to have three elements: financial assets, effective marketing, and disciplined financial management. This has been referred to as the '3 legged stool' of a healthy business. If one of these is missing, the business is likely to fail. At The Robinhood Group, we provide various forms of business funding, such as loans, lines of credit and sometimes grants or venture funding, to small business owners. We are currently prioritizing helping small business owners take advantage of the CARES Act Employee Retention Tax Credit (ERTC) while funds are still available. Furthermore, we also offer a Cash Discount Card Processing platform, which eliminates 95% of credit card swipe fees. This has resulted in an increase of up to 95% in net profits for retail businesses since it was introduced in 2015. This platform has benefitted over 150,000 businesses, saving them more than $18 billion yearly.

Gunter Financial Services

At Gunter Financial Services, our team of financial advisors and Certified Financial Planner professionals have over 60 years of combined investment experience. We specialize in wealth management for individuals, and institutional investment consulting and management for retirement plans, endowments, and foundations. For individual wealth management, we provide comprehensive financial planning and asset management tailored to meet the specific needs and goals of our clients. In the institutional space, we offer Central Texas businesses a customized financial wellness program for their employees, which includes an objective assessment of the current plan structure, the implementation of a revised retirement program (if needed), and ongoing plan monitoring and maintenance. Our process maintains a comprehensive fiduciary standard. Gunter Financial Services is not a registered broker/dealer and is independent of Raymond James Financial Services, Inc., which offers securities through Raymond James Financial Services, Inc., Member FINRA/SIPC, and investment advisory services through Raymond James Financial Services Advisors, Inc.