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CWA's specialized financial work within the dental industry supports the growth of thousands of clients in all 50 states. Our comprehensive financial services for dentists integrate sound accounting practices and proactive tax planning with opportunities for profitability improvement. Our approach is enhanced by solid money growth strategies that we combine with a firm understanding of the factors that will impact your overall financial success. All of this is delivered through a dedicated team of Dental CPAs and a financial plan uniquely tailored for you. Since 1984, our dental financial advisors have helped dentists nationwide reach their financial goals. You want your work to matter. CWA was created to help ensure that it does.

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Financial planning firm providing comprehensive financial planning services.

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At Values First Advisors, we specialize in faith-based financial planning that aligns with Christian values, serving clients nationwide, including the Tri-Cities, TN area (Johnson City, Kingsport, and Bristol) and Northeast Florida (Nocatee, Ponte Vedra, and the greater Jacksonville area). Our services include biblically responsible investing, retirement planning, and comprehensive wealth management. As your trusted financial planner, we provide personalized investment strategies that reflect your beliefs. By integrating faith and finances, we help you pursue your financial goals while staying true to your principles. Join our community of like-minded investors and experience the difference of values-based financial advisory services.

Fee Only Fiduciary Financial Advisor Based In Nashville, TN. Flat Fee and Fee Only Financial Advisor, Financial Planner, Financial Planning. ||Business Hours: By Appointment ||Contact Name: Rob DeLucas, CFP®, ChFC®, RICP®, MBA

At BetterWealth, financial planner in Middletown, NJ our goal is to take the mystery out of the financial planning process and design a plan unique for you! No cookie-cutter retirement, no complex, hard to understand, hard to implement approaches. Just simple, productive planning practices based on your goals, your income, and your assets. Tell us your dreams and we will devise a plan to achieve them. We can even monitor your progress to move you along more quickly.

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GainPlanners is a leading financial planning organization that specializes in providing personalized services to help individuals and families achieve their financial goals. With a team of experienced financial advisors, GainPlanners offers comprehensive services including investment management, retirement planning, tax planning, and estate planning. The organization prides itself on its client-centric approach, tailoring financial strategies to meet the unique needs and goals of each client. GainPlanners is dedicated to providing trusted guidance and support to help clients navigate the complexities of financial planning and achieve long-term financial success.

As a fee only financial advisory firm located in Scottsdale, it is our responsibility to act as a fiduciary and have your best interests in mind. This allows our firm to have less conflicts of interest which helps us focus solely on providing our clients with unbiased financial and retirement planning. With a client retention rate of 98% and fees below the industry average, we provide the dedicated and experienced financial guidance that you deserve. Ready to get started? Reach out today to speak to one of our wealth and retirement experts.

Bobb Financial is fee-only, flat-fee, and fiduciary financial planner serving clients throughout the US. Brad Bobb is a CFP® Professional and a NAPFA-registered advisor who specializes in providing objective and unbiased financial planning, investment management, college planning, and retirement planning to families and federal employees. He's worked with FERS retirees for more than a decade. Bobb utilizes a flat-fee billing model rather than charging based on AUM, potentially saving clients many thousands of dollars over the long term. He is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

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At Beacon Pointe, we go beyond the traditional role of a financial planner, embracing the role of a holistic advisor, committed to steering you through life's pivotal financial choices. Whether contemplating your retirement timeline, navigating multi-generational wealth transfers, or designing a tax-efficient investment portfolio, we understand the inherent stress these decisions can induce. Trust Beacon Pointe Advisors to help you transform financial complexities into opportunities.

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Lon Jefferies with Net Worth Advisory Group is a fee-only financial planner who is dedicated to providing comprehensive financial planning and investment management in Salt Lake City, Utah.

At ClearPath, we understand navigating the complexities of taxes, investments, and financial planning can be daunting. Unlike traditional financial advisors, we look at taxes first, and then seamlessly integrate those strategies with your investment and insurance plans to help maximize your financial outcomes. Tax efficiency is an important part of your financial wellbeing, which is why taxes-first is our foundation. Achieve financial clarity with us-the convenient, collaborative choice.

Monotelo Advisors is a tax and financial planning firm that provides expert financial guidance and strategic insights to empower our client’s growth and long-term success. We help improve our clients' cash flow by minimizing federal tax liabilities, thereby offering more opportunities to build for the future. Monotelo offers a comprehensive range of services tailored to both individuals and small businesses, including: •Tax Planning and Preparation: Accurate, stress-free tax services aimed at freeing up cash flow for future investments. •Retirement Planning: Values-based retirement planning designed to provide clients with confidence in achieving their life goals. •Small Business Services: Comprehensive support for small business owners, encompassing tax, bookkeeping, and payroll needs, with a focus on being a valuable financial partner. Our team at Monotelo Advisors comprises certified professionals with diverse expertise in accounting, taxation, financial planning, exit planning,

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Don't just leave a legacy behind... Celebrate Your Life! What if you could provide for your family, your friends, your community AND make a significant impact on the world? It sounds like the dream we all have. But something so ambitious and wonderful shouldn't remain just an idea. That's why we created Legacy Shifters. We're on a mission to help as many people as possible, build a solid financial plan AND take the actions necessary to make it a reality. We help you to: a) Visualize your financial future and create a plan to achieve it b) Talk to your children about money so they are better prepared for their future c) Manage your money effectively so you can succeed d) Help your employees reduce their # 1 stressor so they can be healthier and more productive e) Create a life of extraordinary experiences rather than a bunch of material possessions f) Save for retirement, protect your family and still enjoy life now g) Have a Financial fitness strategy and create income you can never.

At Beacon Pointe, we go beyond the traditional role of a financial planner, embracing the role of a holistic advisor, committed to steering you through life's pivotal financial choices. Whether contemplating your retirement timeline, navigating multi-generational wealth transfers, or designing a tax-efficient investment portfolio, we understand the inherent stress these decisions can induce. Trust Beacon Pointe Advisors to help you transform financial complexities into opportunities.

Joe Wilson, a seasoned advisor at Ten Point Financial, extends his expertise in financial planning to residents of the Greater Lansing area. In his role as a financial consultant, Joe is dedicated to assisting individuals in preparing for their retirement & securing a prosperous future. If you're eager to take the first step toward your financial goals, reach out to Joe Wilson at Ten Point Financial for a complimentary initial consultation to explore how he can support your financial goals.

Encompass Advisory Services (EAS) provides holistic financial planning which includes the integration of tax planning, estate planning, investment planning, and retirement planning for individuals, businesses, pensions, trusts, estates, charitable organizations, and profit-sharing plans.

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At Beacon Pointe, we go beyond the traditional role of a financial planner, embracing the role of a holistic advisor, committed to steering you through life's pivotal financial choices. Whether contemplating your retirement timeline, navigating multi-generational wealth transfers, or designing a tax-efficient investment portfolio, we understand the inherent stress these decisions can induce. Trust Beacon Pointe Advisors to help you transform financial complexities into opportunities.

Comprehensive financial planning, insurance and investments. A registered investment advisory firm.

At Beacon Pointe, we go beyond the traditional role of a financial planner, embracing the role of a holistic advisor, committed to steering you through life's pivotal financial choices. Whether contemplating your retirement timeline, navigating multi-generational wealth transfers, or designing a tax-efficient investment portfolio, we understand the inherent stress these decisions can induce. Trust Beacon Pointe Advisors to help you transform financial complexities into opportunities.