Dan White and Associates have expertise in offering retirement financial planning consulting services since 1987. We help our clients through the process of financial planning for retirement by discussing financial products that may fit.

Helping physicians across the country use money to live better lives. We help doctors use their money as a tool to live great lives. You’ve worked hard for your career —You shouldn't have to work hard to manage your finances. You have enough on your plate already. Let us help with the financial decisions so you can focus on increasing your free time. As a young medical professional, it can be hard to balance your work and personal life. Add financial planning into the mix, and there goes the rest of your down time. Recognizing that you need help with your finances is the first step. By partnering with an experienced team of professionals who know how to help, you can get back more time to do what you love. Prioritize your financial goals!

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Obtain information about your financial future and find financial planners to help you build a solid money portfolio.

Failing to plan, as it’s said, is planning to fail. But even a plan has to be the right one if you want to give meaning to your money and ensure a stable future. Sure, money can’t solve all of life’s challenges, but careful budgeting turns finances into solutions rather than stresses. Financial planning - often called wealth management - unpacks the full worth of your wealth, beyond number of dollars in your accounts, providing for your personal health, children and grandchildren’s education, and a long-term commitment to your family’s financial security.

At Cogent Strategic Wealth, we have made it our business to take the guesswork out of investing and financial planning. With years of experience under our belts, we specialize in crafting personalized strategies that help our clients achieve long-term success. We take pride in being clients of our own firm, which means we treat your finances with the same care and attention we give to our own loved ones.

Address: 2020 Camino Del Rio N Suite 215, San Diego, CA 92108 Phone: 619-363-5187 Next Gen Financial Planning is an innovative, San Diego-based financial planning company that helps individuals and businesses alike save, plan for the future, and maximize their financial potential. We use cutting edge technology to provide our clients with tailored solutions in order to meet their individual needs. Our mission statement is simple: to help people take control of their finances so they can achieve financial freedom and reach their goals. Through this commitment to customer service and innovation, we strive to create a more secure future for all by envisioning success today.

We offer a team approach to financial planning, offering you a broader scope of expertise than you will likely find in any one person. Clients are our main priority, which is why we work to understand your unique circumstances and ultimately create a distinctive plan that provides a roadmap for your financial journey. Whether you are an individual with personal and family goals or the person charged with the financial goals of your organization, we are here to provide you with an array of financial and investment planning services essential to your success. We will work hand-in-hand with you – and, if need be, your other professional advisors – to select the service that best suits your needs, then apply our investment insight and expertise to tailor the required service to your unique situation and with your specific goals in mind. OUR APPROACH You’re not afraid to be true to yourself, and neither are we. We can take a different approach to financial planning that focuses on you

Kenneth A. Moraif is a senior advisor at Money Matters. He provides financial planning, investment management, and family legacy planning services to his clients with a focus on integrity and building lasting personal relationships. http://www.money

At Money Moves HQ we are here to help you take control of your finances and achieve your financial goals. From budgeting and saving to investing and retirement planning, we've got you covered. Follow us for tips, tricks, and strategies to make your money work for you. Let's make those Money Moves together!

At The Tranel Financial Group, our planning process starts with you—understanding your unique goals, dreams, hopes and fears. This includes thoughtful discussions, personal advice, and a thorough review of how and why various investments work. We don’t recommend anything until we’ve reached agreement and understanding.Your personal advisor proactively checks in with you to review and rebalance, helping guide you down the right path at every life stage based on your needs.

Structuring personal finances to maximizes benefits and reduces risk. Locker Financial Services, LLC has been working with clients as financial planners and asset management specialists since 1992. Create a simpler financial future.

At Axiom Financial Strategies Group, we serve the financial needs of families, family-owned businesses, entrepreneurs, individuals, and organizations that serve our communities. The members of our team truly work as a team with our clients. We begin with our differentiated planning process to help clients address their most complex personal and business challenges. We believe that a solid financial foundation is a cornerstone to happiness for you and your family. Our team also believes in and lives our Core Values every day: Service. Integrity. Accountability. Growth. Innovation. These values are our unwavering commitment to you.

Visually plan personal finances using a calendar. Easy and convenient.

San Francisco CFP dedicated to helping new and expectant parents plan for their financial future.

At How Muches, we believe that frugality is a good thing—you should spend less on anything you buy. Buying something can be a bit scary, especially when you are at the mercy of the internet. You run across a product that looks good, but you don’t know how it is priced, or how much it will cost in the long run.

Valeo Financial Advisors based in Richmond is a fee-only financial planner, Fiduciary Financial, providing personal tax planning, investment management, and financial planning. https://valeofinancial.com/richmond#all

At the core of Matador Insurance Services, one of our main objectives is developing and implementing a holistic financial plan that takes into account all your personal finances. By being able to create a well-rounded plan our clients experience maximum efficiency in their financial planning and a higher level of success no matter what their goal or concern may be.

Voted best Financial Planner in Richmond, VA by Style Weekly Could you imagine driving somewhere new without a GPS? Probably not. We're like a GPS for your finances. We help you identify a destination and give you the turn by turn directions to get there. We work with you one-on-one to help you plan wisely so you can enjoy the smaller (and finer) things in life. We specialize in Tax & Investment Advice, Retirement Planning, Estate Planning, Education Planning, Cash Flow Management, Budgeting, Debt Reduction, Credit management, and financial planning. We have a 100% personal client retention; no personal client at Yes Life Financial has moved their accounts to another firm. Yes Life Financial offers no products whatsoever.

"Financial services company with products including insurance and annuities. About Jimmie Howard As a compassionate financial advisor, Jimmie finds his career path fulfilling. Personally, he enjoys assisting individuals with turning their grandest dreams into reality. This avidity impaired with his courageous, keen, and meticulous persona does the job for him in the financial industry. In order to provide personable and remarkable services for clients especially for those in daunting need of a true professional, Jimmie communicates with these individuals, listens to their needs, and moreover meet any other additional requests they might have. Throughout his career, Jimmie is proud of the long-term relationships he has formed and nurtured with his clients over the years through extraordinary service and solid investment results. For over 4 years, Jimmie has helped individuals, families and businesses alike in creating programs and strategies to best plan for current and future needs.

I approach financial planning differently. Not only can I help you grow your money, but also protect everything you've worked so hard for-so your finances can take you further.

If you are looking for a blend of personal service and expertise, you have come to the right place! We offer a broad range of services for business owners, executives and independent professionals. Our rates are affordable. We are experienced and we're friendly.

Address: 5950 Hazeltine National Dr Suite 630, Orlando, FL 32822 Phone: 407-478-0374 A financial planner or personal financial planner is a professional who prepares financial plans for people. These financial plans often cover cash flow management, retirement planning, investment planning, financial risk management, insurance planning, tax planning, estate planning and business succession planning (for business owners).Financial planning should cover all areas of the client's financial needs and should result in the achievement of each of the client's goals as required. The scope of planning would usually include the following:Risk management and insurance planning: managing cash flow risks through sound risk management and insurance techniquesInvestment and planning issues: planning, creating and managing capital accumulation to generate future capital and cash flows for reinvestment and spending, including managing for risk-adjusted returns and to deal with inflationRetirement planning.

Trailpoint Financial Planning is a fee-only financial planning firm based in Castle Rock and servicing the Denver area. Our certified financial advisors are designed to serve families and young professionals, our goal is to partner with our clients, helping them navigate through the rugged trail that can be personal finance. Our experts will provide comprehensive financial advice to clients that help organize and understand their financial lives to reduce anxiety around finances. Additionally, Trailpoint offers services in cash flow and debt management, financial goal setting, employee benefits optimization, insurance risk analysis, retirement planning, tax planning, and investment management analysis. We are here to guide clients towards their goals, providing an arsenal of tools to achieve them along the way to financial success. A lifelong partnership, where the sole focus remains on accomplishing your individual objectives.

At Arbogast Advisers LLC, our experienced financial advisers will help you analyze your investments or build a personal budget and savings plan to pay off debt, travel, retire, purchase a home, or buy a new car in and around the Butte County CA areas