trust and understanding. Our services include professional money management, investment recommendations for pre-retirement and retirement planning, assistance, weekly market commentaries, and online access to brokerage accounts. We take pride in the quality of our

financial advising, financial planning, investment strategies, financial consulting, financial asset management, risk management, investment strategy, alternative investment, retirement planning, and estate the assets of our clients through Separately Managed Accounts at a major online brokerage. This ensures our

investments such as rental homes, tax liens, private notes, and businesses. We also administer Self-directed IRA accounts, allowing account owners to manage their own investments. We provide guidance and

provide monthly and annual financial reporting, billing and accounts receivable services for common interest developments, homeowners associations Common Interest Development Act. We can work with self-managed communities, community association management companies, and employee

tenants. We offer comprehensive services such as property management, investment accounting, filing vacancies, and assistance for landlords looking to

financial planning. The product categories they provide include managed investment accounts, stocks, bonds, mutual funds, annuities, life insurance, and

of experience in the field of Financial Management, General Accounting, Accounts Receivable, Accounts Payable, Payroll, Profit and Loss Statement, Balance is achieved through hard work, determination, and a self-motivated attitude.Our team is highly dedicated to

financial planning, generational estate planning, investment management, investment planning, partnership consulting, risk management, wealth conservation, wealth management, and wealth preservation. Our can help you make the most of your investments, offering managed accounts and personalised advice to ensure you get

Wittman Capital Management Investment & Estate Counsel is an organization that provides and other tax-sensitive issues. At Wittman Capital Management Investment & Estate Counsel we strive to align our Our team of experts has extensive experience in accounting for administrative expenses, professional fees and other

team has expertise in leasing, property management, investment, acquisition and disposition, construction management and other support services for office relationships with our clients by maintaining integrity and accountability. At Bradford, we have extensive experience and knowledge

and access to experienced professionals such as money managers, investment strategists and insurance carriers. Our team offers a and risk management. Additionally, we offer education funding strategies, charitable giving strategies and self-directed brokerage accounts. With our

comprehensive services such as tax planning, bookkeeping, tax managed investments, and business coaching. We work one-on-one that they receive the best possible service. Our accountants and financial advisors are well-informed on the

from 401k, IRA and other investment accounts. Our unique investment strategy has historically outperformed mostindividualized financial planning services and asset management assistance to individuals and families. college education funding, retirement planning, investments and asset management. We are committed to

Propvivo is an HOA management company offering a variety of services to help self-managed HOAs succeed. Our services include administrative management, financial management, meeting attendance and preparation, record management, property management, budgeting, collection/accounts

planning and individual objectives. We manage investments and retirement accounts for a flat annual percentage fee of the account balance. Our custodians , including first time home buyers, rentals, investment properties, land, refinances and more. The

retirement goals through our comprehensive planning and investment management services. Our unique fee structure is a is charged directly from the individual's investment account. No commissions, no referral fees, and no are dedicated to helping you plan and manage your investments to help you reach your retirement

provide a variety of products and services, including managed investment accounts, retirement and education strategies, annuities and insurance, and

providing professional and reliable services to customers. We manage investment rental homes, corporate rentals, and private second homes customers. We offer comprehensive services such as maintenance, accounting, and bookkeeping, so that our clients can focus

the field of self-directed IRA and 401K set-up, investing and account management. Our team is highly trained and experienced in all aspects of self-directed investing has extensive knowledge of self-directed investing, from setting up accounts to executing strategies and

offer leasing, marketing, management and accounting services for income-producing real estate investments. Our services extendthe most from their rental investments. Our experienced property managers are knowledgeable about the local investors to achieve maximum return on investments. Our strategy is designed to save