Asset Management, Inc. is a Dallas-based firm that was founded in 2001 as a federally registered investment advisory. The company provides investment advice and assistance to individuals, trusts, estates, and corporations, ranging from pension and profit sharing plans

/sale analysis, investment asset management, insurance solutions, retirement planning, estate planning, wealth strategies, self-funded pension plans, IRA rolloversstrategies, tax-efficient investing, defined benefit and contribution plans, non-qualified deferred compensation, alternative investments, risk management,

attention and custom management plans to help you manage and maintain your most valuable asset. With over 60 are well-equipped to help clients purchase an investment property or find a high-quality tenant for the peace of mind that your most important asset is in good hands.

in providing custom web design and software development services for clients across the US, in creating e-learning software, e-commerce websites, content management systems, digital asset management systems and able to deliver clean, effective software through wire framing, UX/UI planning, visual design, coding and

of financial services. We specialize in creating tailored plans that fit your individual needs, whether you are less volatile than traditional investments. We also help first responders build their financial assets while protecting their interests Partners can work with you to design a plan that meets your needs.

provide detailed 3D models and basic 2D floor plans of homes, offices, or other buildings. Whether you covered. We use the latest technology, hardware, software and processes, so you don't have towell-versed in the world of real estate investment, design, engineering, construction, operations, and management - meaning

of experienced professionals provide comprehensive investment advisory, financial planning, and estate planning services. We focus on rigorousminimizing the costs of investments. Our fees are based solely on assets under management and notwide variety of sources for the best investments for our clients. Our level of

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

Are you over 55 and have an investable asset of $250k or more? Avoid the 50% IRS the insurance company, or with a fee-only planning starting at 1% for AUM or $1500+ for a financial plan by our CFPs. Guaranteed Lifetime Retirement Planning is our specialty. We offer

commercial insurance, health and welfare benefits, investment planning, estate planning, retirement plan administration, personal insurance, asset management, wealth building, and business

. For individual wealth management, we provide comprehensive financial planning and asset management tailored to meet the specific needs James Financial Services, Inc., Member FINRA/SIPC, and investment advisory services through Raymond James Financial Services Advisors

that our clients' assets are protected and managed with care. Our Life Insurance Audit software makes it easy an individual looking to plan for retirement or a business seeking to optimize investments, we will be with

/dwelling fire, and personal liability insurance, retirement planning, life, annuities, health, supplemental, and long-term in the field of risk management and asset protection. We understand that each client has We strive to ensure that each client's investments are properly protected and that their wealth

advisors, fee-only financial planners, and retirement income planning professionals. Founded in 2010, we are one of, to individuals and families with substantial and complex assets. While investable assets typically exceed $1,000,000, we are

in pre- and retirement solutions, wealth and asset management, insurance and long-term care, empowering strategies, IRA & 401(K) rollovers, and legacy planning. Our mission is to help our clients their financial goals by providing them custom-tailored investment strategies. As fiduciaries, we are legally obliged

(CFAs), who focus on blending retirement financial planning with fee-only, discretionary portfolio management. We currently manage over $200 million in client assets using individual stocks, bonds, and ETFs. We will have continuous access to retirement advice and investment management for the long-term. We strive

Asset Management of Oklahoma City is a professional investment management firm that provides financial advice and planningplanners assist clients with their future retirement plans, wealth management, 401K management, and more. a variety of services, including retirement planning, business start-up support, and 401K

wide range of services, ranging from tax planning and compliance to family education on financial and estate planning matters, as well as assistance with loan portfoliosAt Wittman Capital Management Investment & Estate Counsel we strive to align our clients’ assets with their goals,

and specializes in wealth and investment planning, including asset allocation, investment management, retirement planning, tax planning, and estate planning.Our experienced team is

to estate planning. In consultation, Kelly considers your goals, assets and responsibilities supporting documents to enact your plan. Kelly also works with client planning, wealth transfer, specialized asset management, unique beneficiary concerns, philanthropy, family dynamics) and coordinates those investment