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independent firm, we specialize in comprehensive financial planning. Our services range from investment advice and 401k decisions, to tax reduction strategies, Social Security maximization, and even advanced planning software solutions. All of our advisors are Certified Financial Planners. However, please

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At J.R. Financial & Insurance Services, our goal overall view of your current standing and any relevant information. This initial meetingof certain assets and real estate, etc. Finally, a strategic plan for your estate plans, and investment options, based on the individual circumstances. We also perform a full analysis

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providing middle American families with a comprehensive financial review and a "Financial Needs Analysis" – all in the convenience of their screen share, and can often start a plan without requiring any new money. Alex De La Torre Financial Professional

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Venture Financial Group provides tailored business services to help clients strategies, tax efficiency analysis, succession planning, and fringe benefit planning. Our maintenance services include tax preparation, payroll, and accounting/bookkeeping. Our