financial planning and estate planning

returns, 2. Tax strategies (individual and business) Financial Planning and Insurances Services: 1.Tax-Reduction Planning (personal and business) 2.401(k/Roth IRA/Pension plans/Tax-Free Retirement plan 4.Guaranteed Lifetime Income Plan 5.Estate Planning & Legacy Preservation (personal and business) 6

Divergent Planning is a fee-only Registered Investment Advisor in Bethesda, MD, and Tysons, VA, helping clients navigate the financial intricacies of their success. The firm specializes in providing financial planning and investment management to mid-career professionals, pre-retirees, and federal government employees.

Comprehensive financial planning and wealth management solutions Securities offered through Cetera advisor this profile do not reflect the views of and have not been reviewed by Cetera Advisor Networks LLC, CWM, LLC or Equity Planning Inc. as to accuracy or completeness. For a

the individual. They can also help with estate planning, help identify deductions, and work towards tax minimization. Business owners services such as cashflow management, business consulting, and creating financial plans. Overall, tax and accounting services offer many solutions for

spending & income plans, college funding, tax management, investment planning, retirement planning, estate conservation, cash management, and charitable giving. Our commitment to you is to provide sound financial guidance and

in helping all women and couples take control of their financial lives. We offer ongoing financial planning and education, so that widowed women, new investors or those new to financial planning, and high-income earners dealing with debt. Our mission

Since 1972, CTS Financial Group has been providing Chicagoland professionals with clear IRS notices * Help with estate planning issues and trust tax matters * Accounting and payroll taxes for small businesses * Retirement and estate tax planning.

Houston Wealth Management is an independent financial planning and investment firm located in Houston, TX. Our business owners, and non-profits with comprehensive financial planning, retirement planning, college planning, estate planning, risk and insurance planning, and investment and tax planning services without

variety of other services such as Customized Financial Analysis, Estate Services, Financial Planning, Financial Seminars, Financial Services, IRA Solutions, IRA Solutions for, Retirement Services, Social Security Maximization, Wealth Transfer and Retirement Planning. Our experienced team of professionals have the

such as Certified Public Accountant (CPA) services, tax planning, financial planning and analysis, mortgage, insurance, loan, personal tax preparation, small

mitigation services to individuals, families and small businesses. Our experienced financial advisors work to create We also offer a range of financial planning and retirement planning services to help our clients reach their financial goals. Our team is

specializes in providing professional financial planning and tax advice for small businesses and individuals. Their knowledgeable staff’s services include tax planning, tax return preparation, bookkeeping and accounting, as well as to provide guidance on financial matters such as investments and retirement planning.

buying or selling businesses, franchises and commercial real estate. Our team of experienced brokersto craft successful deals between buyers and sellers. We understand the complexities of and facilitating negotiations. We also offer post-transaction support, including business valuations, financial planning and more

business law, from commercial and real estate transactions to comprehensive tax planning and estate planning. We understand the needs of our clients and will work with provide you with the best advice and service. We're here to help

independent financial services agent at Cornerstone Financial Partners, I'm committed to helping families safeguard their assets and their'm able to provide social security planning, retirement income planning and strategies. At Cornerstone Financial Partners, I'm dedicated to

. Financial & Insurance Services, our goal is to help you gain a thorough understanding of your estatestatus of certain assets and real estate, etc. Finally, a strategic plan for your estate will be created. up with solutions, such as lending, legal plans, and investment options, based on the individual circumstances

At Andrews Financial Planning, we are passionate about personal finance. Our integrated service model provides financial, legal, and consulting services on topics such as savings strategies, retirement planning, asset protection, money management, real estate investment consulting, debt reduction, contract

, as well as holding additional licenses and designations in specialized financial planning areas. We are registered with the State clients. We offer tailored investment advice and portfolio management, estate planning, retirement planning, insurance advice, and more. Our professionals place a

, such as fee-based investment management, flat fee financial planning, and hourly consulting. Our team of professionals is dedicated to providing retirement planning, income planning and wealth protection strategies, including social security coordination

Architects are experts in financial planning, offering a wide range of services including IRA and 401K rollovers, income protectionbusiness insurance planning, inheritance planning, living trusts, estate planning, group retirement plans, life insurance and final expense insurance, and Medicare Advantage and Medicare