Mary M. Geong, CPA EA MBA
Individual & Business Taxes Internal Revenue Services and State of CA Tax Representation Financial Planning Life Insurance & Long Term Care Insurance
Grand Canyon Planning Associates
your retirement planning, estate planning, life insurance, and long-term care solutions. We can help you evaluate your current goals. We Specialize In: - Estate Planning - Retirement Planning - Tax Planning - Veteran's Long-Term Care - Social Security Strategies
Independent Wealth Management
Retirement Planning Asset Protection Tax Minimization Planning Long Term Care Planning Estate Planning IRA Asset Planning Trusts Life Insurance Probate Elimination of Probate Charitable Giving Strategies Income Planning & IRA & 401(K) Rollover
One Place Financial
ONEPLACE you need for your personal or business tax preparation and insurance needs. We specialize in Auto / Business / Life / Health (Covered California Certified Agents) and Long Term Care coverage.. In addition, we also offer: Business Consulting
Colorado Financial Solutions
a range of topics, such as tax strategies for business owners, long term care, wealth transfer, charitable giving, and estate
New Stage Investment Group®
social security coordination, pensions and IRA investments, insurance, long-term care and tax-related investments. Our experienced team is dedicated
Neoterra Insurance Service
events through Life Insurance. Our policies cover disability, Long Term Care, and Major Disease, so you don't have to take advantage of them. Additionally, we provide Tax Free retirement planning. Our team of experienced professionals protect you and generate an annual six figure tax free retirement.
Kiyoma Yoshizumi - American National Insurance Company
property, auto, motorcycle, watercraft, umbrella, life, annuities, long-term care, income replacement/disability, tax-free retirement planning, and retirement income
One Wealth Management
insurance, disability income insurance, long term care insurance, individual retirement accounts (IRA), IRA rollovers, annuities, estate tax minimization strategies, professional
Fleming & Associates, LLC
Planning, Business Benefit Packages, Retirement Planning, Long Term Care Insurance, Investment Management (fee only), Income up living trusts and minimizing estate taxes. We also help companies review androllovers and pensions through tax-free withdrawals and other strategies. Long Term Care Insurance can provide
Monk Law Firm
probate, naming guardians for children, and minimizing estate taxes. They also provide expertise in legal matters related assist older clients who need help preparing for long-term care or seeking information regarding Medicaid and veterans' benefits
Monk Law Firm
probate, naming guardians for children, and minimizing estate taxes. They are also proficient in legal matters involving and heirs, or an elderly person preparing for long-term care or seeking information about Medicaid and veterans' benefits
Fordham Financial Services, Inc
planning, insurance (term, long-term care, health, and universal life), safe money strategies, fee-based investment advisory, estate planning, tax preparation
Sikov and Love, P.A
guides individuals and families in areas such as long-term care, Medicaid, medical assistance and estate planning. Carol Sikov law attorney and leads a team of highly qualified and dedicated professionals who strive to ensure their
Financial Strategies Consulting
alternative solutions for long-term care benefits, ensuring that the money still goes to the beneficiaries tax free in case
McGee Law Firm
are met. It can also help to reduce taxes if your estate is substantial enough. Elder law the other hand, is primarily concerned with providing care and support to elderly and disabled individuals and families. This includes helping them to plan for long-term care and other needs related to aging. McGee Law
Bob Young Financial
from retirement plans, wealth transfer and tax-advantaged strategies, college savings plans, long term care plans, Medicare supplements, and business
Triplett-Westendorf Financial Group
, including retirement planning, estate planning, tax planning, retirement income planning, life insurance, and long-term care insurance.We take pride
Next Phase Financial
offer guidance on Social Security optimization strategies, reducing tax burdens, and increasing income during retirement. Our team, IRA, brokerage, Medicare, Health Insurance, Life Insurance and Long-Term-Care. Our goal is to provide you with personalized
Hall, Render, Killian, Heath & Lyman, P.C. on health care law
of companies. Hospitals and hospital systems, community hospitals, long-term care facilities, Large and small medical groups, solo practice systems, labor and employment, Compliance, accountable care organizations, licensing, tax, antitrust, Managed care, Medicare and Medicaid reimbursement, medical staff