
James Geary, CPA, MBA
, SEPs, 401(k), 403(b), rollovers, conversions, investments, asset allocation and basic tax strategies. James does not receive recommendations with complete honesty.James has extensive experience in the financial industry, including being a CPA, MBA

Weissler Law Group
circumstances or in order to receive care in their old age. Our services include asset protection, elder and Medi-Cal benefits while protecting their assets. Our asset protection practice focuses on reducing risk exposurewe use domestic and international business, trust, retirement, and insurance structures.

Sanjiv Gupta, CPA in many aspects of tax return preparation
settlements. Foreign Account Reporting: Have bank account in India, Canada or some other country ? Don' laws. We have expertise in filing returns with foreign accounts and assets. We can help you return. We cover many areas in financial consulting including 401k, IRA, Retirement, Education, Stocks, Bonds, Home. We

representation in all areas of personal and business asset protection, trust & estate planning. Wealth preservation, elder law, retirement planning

Lauri W. Fair: Allstate Insurance Agent
Overview: Our goal as your local Allstate agency in Raleigh, serving the Leesville area community, is financial services experience in the industry. Our primary concern is helping protect the assets you have worked for so you can enjoy your retirement years comfortably, all

Ascend Financial, Inc.
day be able to say "I'm retired!" Along the way, there are risks thata loss or damage to our major assets, needing advanced care from a nursing homepath. With over 15 years of experience in the financial services industry, we feel find for your particular needs! Our mission, in accordance with our Christian faith, is

Rod Lovelace: Allstate Insurance Agent
Overview: I've lived in the mid-south my entire it comes to their financial needs. From retirement accounts to college savings plans, I'They've been protecting families and their assets for over 70 years. They offer your financial security. From insurance protection to retirement, I'm committed to helping you

Cody Holliday: Allstate Insurance Agent
have the information at hand. Helping people is in the core of our business. We help families first-time home buyer, with protecting their biggest asset to date. That might be the family like. That could also be the baby boomer approaching retirement or that might have questions about different types

American Retirement Counselors - Home Office
Overview: The professionals at American Retirement Counselors in Greensboro, NC, have set out insurance, estate planning, and retirement income planning. American Retirement Counselors was founded in 2004. Since their foundingMedicare to long-term care planning to asset protection, these professionals are here to

Principal a full-service financial company a variety of investment products and service
services. The company provides life and health insurance, retirement solutions, wellness programs and banking products. It serves. Principal Financial Group has more than $250 billion in assets and serves over 15 million customers worldwide. It

Kirkland & Sommers Co. L.P.A. Law Firm
, including spousal support (alimony), division of assets and debts, and dividing retirement benefits. Many of the cases we divorce decree or custody order. We serve clients in Montgomery, Greene, Preble, Warren, Clark, Darke, Miami, and

Horace Mann Educators Corp
more than $4 billion in assets. Horace Mann offers retirement annuities, automobile, homeowner, group and life insurance to educators and their families. Horace Mann was founded in Springfield, Ill., in 1945. Originally named the

CSP Financial Group
I provide solutions for people concerned about their retirement savings. Most people agree that taxes will impact us all when we retire since most of us save for retirement in qualified retirement plans such as aproper planning I help my clients optimize their assets, redirecting already spent dollars to a strategy

LIfetime Financial Strategies
Strategies specializes in a variety of financial services, including financial planning, estate and retirement planning, the complicated world of estate and retirement planning. Investing can be overwhelming. Angel aspects of divorce. This includes division of retirement assets, division of pension plans, division of

Setchfield Associates
to individuals, retirees, business owners, and qualified retirement plans. Our commitment to clients is advice, which we back up with expertise in asset management, estate planning, taxes, and alternative way of servicing the employees of qualified retirement plans, giving them personalised and comprehensive

Apex Capital Management
, which seek low correlation to traditional asset classes and markets, while providing liquidity their individual characteristics. We are experienced in different methods of analysis, including quantitative, to determine how to allocate assets based on the chosen investment strategy. In addition, prevailing economic

Minerva Valuations
a middle-market advisory firm that specializes in business valuations, acquisitions, divestitures, litigation support, to the technology and financial sectors in the US, allowing us to provide , intellectual property and intangible assets, arbitration and mediation, purchase price allocations, and IPO/RTOs. With

Houston Wealth Management
independent financial planning and investment firm located in Houston, TX. Our mission is to provideand non-profits with comprehensive financial planning, retirement planning, college planning, estate planning, risk andsales commissions. We also offer investment and asset management services, as well as situation-based

Coe Financial Group
assessing every aspect of your financial situation in order to locate potential opportunities and close services to you. Our services include asset management, retirement planning, insurance strategies, financial planning, college At Coe Financial Group, we take pride in our experienced team of professionals who offer

360 Net Worth
is an experienced financial advisor with 34 years in the business. He is dedicated to providing complete families. 360 Net Worth specializes in drafting wills and trusts, asset protection, alternative investments, retirement planning, insurance, tax planning