
Essence Wealth & Insurance Services
, investment asset management, insurance solutions, retirement planning, estate planning, wealth strategies, self-funded pension plans, IRA rollovers, tax projection, tax strategies

Griffin Funding Bayside
Griffin Funding Bayside's branch in Coronado, California, we focus on providing Veterans, the Self-Employed in VA Home Loans, Non-QM Self-Employed Bank Statement Loans, and Non- the process until your loan is funded. We are here 24/7 to committed to helping you build a financial plan that fits your needs. Our team

Next Generation Services
and record keepers for self-directed retirement plans, we allow individuals to invest their retirement funds into non-traditional

Insurance Office of America, Inc. a wide range of insurance services
services provides services for dental and vision plans, deferred compensation, estate planning. It also provides services for long-term, niche markets, pension profit sharing and self-funded plans. It also provides emergency response planning, travel risk management for aircraft

Asset Advisors of America a private insurance agency founded in 1988
for dental and vision plans, deferred compensation, estate planning, and group and individual medical plans. It also provides services-term care, niche markets, pension profit sharing and self-funded plans. Its aerospace division provides various services, which include

JP Farley a privately held third-party administration and consultation firm
to deliver added value to employee benefit plans that are self-funded for medical, dental, vision, short-term benefits Connected Care Services to provide additional managed care plan features prevalent in the industry. The J.P

Healthcare Solutions Coach
10 years, offering plans with no deductibles or co-pays to those who are self-employed and healthythem make the right decisions to achieve their healthcare goals. We strive to give our customers the. Our mission is to provide comprehensive, personalized healthcare solutions tailored to each individual’s needs.

United Healthcare health care services for more than 25 million individual consumers
United Healthcare is a provider of consumer-oriented health benefit plans and services to individuals, public, vision, dental, life and disability coverage plans. UnitedHealthcare also provides coverage options for government sectors, labor unions and trust funds. UnitedHealth Group serves approximately 70 million

The Lee Accountancy Group
with individuals to help them with financial planning, estate planning and elder care. We work with ourthey are creating college funds for their children's education, helping them with estate planning and taking careclients, we also encourage them to be as self-sufficient as possible. Many business owners these days

TP Professional Medical Billing Services
99%, allowing clients to get their funds faster than other service providers. to providing A/R management, reimbursement, self-pay recovery, electronic claims filing, and setup and monitoring of insurance plans. Our team of third party WPS Medicare, Blue Cross Blue Shield, Healthcare and Family Services (HFS), Emdeon,

Pacific Coast Wealth Management
as 401k plans, IRA Rollovers, ROTH IRA, Self Employed Business IRAs, Fee Based Planning and Social Security Planning. They offer access to Wall Street's best Private Equity firms, Hedge Funds and Portfolio

Oliver Living Trusts
At Oliver Living Trusts, we provide self-help services to help you set up your County, and we can also assist you with funding your trust. Our team is committed to helping extensive experience working with individuals on their estate planning needs. Our services are provided at the customer

Level 7 Holdings
designed to help these individuals obtain funding for a wide variety of needs, doctors, dentists, orthodontists, urgent care, home healthcare, diagnostics imaging centers, chiropractors, veterinarians, pet , mixed-use properties, retail properties, warehouse/self-storage, office buildings, and light industrial.

Self + Tucker Architects
Self Tucker Architects is an architectural practice basedWe specialize in commercial architecture planning, offering services ranging from Master Planning to Post Occupancy Evaluation. We have developed an extensive portfolio of projects, including educational, healthcare,

Nico Insurance Services Inc
expertise in providing group insurance benefits, flexible benefit plans and individual insurance. We offer a range of, benefit risk management, Section 125/Cafeteria Plan, Administration, Cobra Administration and Self Funding Plans. We are committed to finding the

Financial & Insurance Services of Texas
offers a wide range of services including financial planning, cash flow analysis, retirement saving, estate conservation and risk management. Additionally, we offer education funding strategies, charitable giving strategies and self-directed brokerage accounts. With our

NYC Fast Tax
preparing individual tax returns for people who are self-employed or receive income through 1099s. This can preparation, we also offer advice on retirement planning, mortgage decisions, educational funding, and more. Our goal is to

Henry Novak
employer who sponsors a 401K or other retirement plan, you may be able to access some in real estate. The assets in your plan are community property and as such, owned byestablished, you can then rollover your 401K plan into a self-directed IRA at Henry Novak. From there and maximize the potential of your 401K funds.

Phoenix Financial Tax Services
of financial specialists can assist with planning for tax-free retirement, rolling over retirement plans, building generational wealth through life insurance, and establishing an emergency fund. We have been a reliable resource for 1099 workers and those who are self-employed

Exeter 1031 Exchange Services
foreign assets. The company deposits and holds clients' funds in segregated Qualified Trust Accounts with Exeter Trust in Cheyenne, Wyoming, also administers Self-Directed IRAs and Self-Directed Individual 401(k) Plans with an emphasis on