robo advisory in wealth management

independent income tax, Financial Planning , Estate Planning, Wealth Management and Insurance services firm devoted to industry leader. We specialize in tax-saving strategies and risk management. Our time-tested strategiesTax Preparation, Estate Planning, Fee-only Financial Advisory, 401(k) rollovers, TSA 403(b)

, and to help our clients and our community in "tuning out the noise" of the financial world every individual and family we assist is left in a better position than when they started. We our work, it's our Purpose. Securities and Advisory Services offered through Geneos Wealth Management, Inc. Member FINRA/SIPC.

Farnam Financial is a financial advisory firm located in Phoenix, Arizona that helps clients in retirement or nearing it. Our peace of mind in any market. We offer portfolio management, financial planning, tax planning, and other wealth management services - all

planning and portfolio management firm. We are an independent Registered Investment Advisory firm. The firmand Kathie Barnes, CFP®. At Barnes Investment Advisory, Inc. we have helped our clients Wealth in Balance® coin, both critically important. One side is financial planning. The other side is investment management