Best Fee-Based Financial Advisors Near You

I am a Certified Financial Planner. Our focus is to determine risk tolerance and return expectations. Our goal is to get the best return with the least amount of risk with the best cost. We use some of the best portfolio managers including the American funds, Legg Mason, West End, Blackrock and Vanguard. Our team specializes in retirement planning and professional portfolio management. Check our website at www.kingstonretirementgroup.com to get an idea of our background in greater details.

About Janney Montgomery Scott LLC

How I Work With Clients Long-term focus and discipline start with a sound investment strategy. The first meeting is a complimentary consultation. I like to get acquainted with you and your family to discuss your current financial condition and determine your invetment objectives. Once we begin a business relationship, we proceed to gather all of your financial data, which includes current investments, income, assets, insurances and any debts or loans. Upon determining your goals and objectives, we then analyze the information and agree upon a financial plan. Once an investment plan is agreed upon, our team of specialists will work with your own independent tax and legal advisors. Our goal is to add value through a comprehensive planning approach. Regular portfolio reviews will then be scheduled to monitor your investments and rebalance as necessary. We will also discuss any life changes that may have occurred and the opportunities and challenges that they may present. This is what all present and future clients can expect. I welcome the opportunity to work with you as your investment partner.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Risk Management, Financial Planning for Individuals, Investment Advice & Management

Licensed in the following state(s)*: AL, AZ, CA, CO, CT, DE, FL, GA, HI, IA, IL, IN, KS, KY, LA, MI, MN, MO, MS, NC, NE, NJ, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA, WY My experience has taught me that I serve my clients best by acting as a financial advisor who brings trust, integrity and accountability to each professional relationship. My approach is to bring an unbiased, comprehensive and customized strategy to each client in order to help them meet their life challenges and financial goals. Working together over the course of our relationship, we collaborate to create a disciplined strategy that we review periodically in order to make certain that it still reflects their current needs and future goals.

About Oppenheimer & Company

Oppenheimer & Co. Inc. ("Oppenheimer") is a leading investment bank and full-service investment firm that provides financial services and advice to high net worth investors, individuals, businesses and institutions. For over 125 years, we have provided investors with the necessary expertise and insight to meet the challenge of achieving their financial goals. Our commitment to our clients' investment needs, our experienced and dedicated professionals, and our proud tradition empower us to deliver effective and innovative solutions to our clients.

Advisory Services Provided:

Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services, Estate Planning & Trusts, Annuities, Insurance Planning

I am a proud CERTIFIED FINANCIAL PLANNER^® which is considered to be the highest standard of ethics and competency. I am also an Accredited Investment Fiduciary®. I have been working with individuals and families since 2002. I am a lifelong investor and have been a member of Mensa International since 1988.

About D.R. Martin and Associates

This firm was started to give people a practical way to know exactly what had to be done at key points over time to succeed financially. Our flexible approach ensures there is nothing standing between you and a clear plan of action well executed over time. We give you the versatility to choose how we work together and stay in control of your total financial picture with access to fiduciary advice. We created a way for you to easily understand more about your situation and stay on track to success for the long term. We simplify the abstract concepts of planning into simple concrete steps that summarize how acting now will improve financial outcomes tomorrow. With us, you can access top tier planning and experienced fiduciary guidance without pressure to move your accounts or say "yes".

Advisory Services Provided:

Portfolio Management, Retirement Planning, 401K Rollovers, Financial Planning for Individuals, Estate Planning & Trusts

Jason, a Senior Wealth Advisor at Keel Point, has accrued several professional certifications over his 20+ years as an advisor, including the CERTIFIED FINANCIAL PLANNER^™ designation. Jason's team, which includes Kyle Findlay, CFP^®, Julie McPherson, Client Relationship Manager, Demetria Braudaway, Client Relationship Manager, Blake Waggoner, Investment Associate, and Kristy Wade, Financial Planning Associate, operates around a thorough process that helps families navigate through a financial plan that clearly defines their objectives and values, organizes their financial resources, and helps them implement various planning and investment strategies. They also leverage trusted relationships with select professional advisors, including attorneys, CPAs, bankers, and insurance specialists to carry out certain planning strategies. The team understands that a holistic financial plan is ever evolving, and their commitment to clients is to ensure that the plan always incorporates life's changes. Prior to joining Keel Point in April 2009, Jason spent 8 years with Merrill Lynch as an advisor. He has been an active member of the Financial Planning Association of North Alabama. Jason is also active in the community, currently serving as a board member and Treasurer for Hospice Family Care, LLC and a board member for HEALS, Inc. He is also past Finance Chairman and Treasurer of Huntsville Hospital Foundation and volunteer with Leadership Huntsville Madison County. Jason is also a member of the Huntsville Committee of 100, which centers its focus on education and economic development in Madison County. He is involved with HudsonAlpha's Connections committee and also served two years as a member of the Huntsville/Madison County Chamber of Commerce Ambassadors Council . Jason is a graduate of Leadership Huntsville/ Madison County's Connect program. Jason is a Registered Representative of Keel Point Capital, LLC.

About Keel Point

Keel Point is a community of families who believe that wealth comes with the opportunity to be a blessing to family and community, and of experienced professionals dedicated to providing families with guidance and wisdom around their financial lives. Keel Point brings to each client, small and large, the best of its diverse heritage: financial and strategic advice for families just starting out and for families with multi-generational wealth, and investment management designed to allow each family to reach their financial goals.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management, Insurance Products & Annuities

Empathy. Integrity. Honor. Duty. Professionalism. Trust. Mr. Caz Levinski Craffy adheres to these values and ideals and much more as he continues to serve in the United States Army (Reserve Component), as a military officer. Mr. Craffy has been in the financial industry for twenty years helping individuals of all income levels, ranging from sub 100k wage-earners to Ultra High Net-Worth clientele. The value of ensuring every consult, planning, and deal done, is done with utmost LDRSHIP. LDRSHIP is the Army acronym for the seven basic and core values Loyalty, Duty, Respect, Selfless Service, Honor, Integrity, and Personal Courage. LDRSHIP is what Mr. Craffy continues and strives to do with every client, large or small, ensuring unparalleled client satisfaction, due care, due diligence, empathy, Mr. Craffy is a proud husband, father, son, brother, uncle, cousin, and Soldier. Caz is licensed as an insurance consultant with his resident license, being in New Jersey. Caz also holds numerous certifications and excelling in his empathy when dealing with all clients. He understands the PERSON just as much as he understands their PORTFOLIO. That's what makes his approach and his success incomparable to his peers. Caz has an MBA from Rutgers Business School, Bachelors in Finance from St. John's University (Queen's campus), certifications in ChFM ® (Chartered Financial Manager), CWM® (Certified Wealth Manager), AMC ® (Accredited Management Consultant), CTEP® (Certified Trust and Estate Planner), CGRC" (Certified Governance & Risk Consultant), and AFA® (Accredited Financial Analyst). Lastly, as part of making his clients' lives as easy as possible, Caz is also a Commissioned Notary Public of the State of New Jersey, ID# 50144570.

About Monmouth Capital Management

OUR VISION We aspire to earn the trust of all of our clients and to be a company that provides them with a steady flow of knowledge, advice, and services. By earning trust, we build growth. Our vision gives context and meaning to our work. It gives us direction. It is the collective spirit we build as a team. By earning trust, we develop the human connectivity and mutual confidence that generates strong, long-term relationships. We are creating a unique way of working at Monmouth Capital Management. Our winning attitude drives our Leadership Behaviors. Our Leadership Behaviors and Operating Principles help us shape our culture. Each one of us has a direct impact on the good things we do for our clients. We strive to build long-term, high-performance relationships. OUR MISSION Everything we do is guided by a set of principles and rules that define our character and culture; putting our clients' interests first has been at our forefront since our inception. Above all, we have made it our highest priority to serve the needs of our investors with guiding principles of Accountability, Integrity, Teamwork, and accepting nothing less than Excellence. This commitment is reflected through our professionalism and our passion for excellence. Our values lead us to operate with prudence, financial discipline, long-term perspective, and valuing trust as something we must earn every day.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Legal Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities

Growing up in an active-duty military family, Janet has lived all over the world. She spent most of her time in Virginia and Kansas. She now calls Pinehurst, NC her permanent home. Janet's first career was raising her four children. As they got older, she went back to school earning her Master's in Personal Financial Planning from Kansas State University. She is a CFP^® ; (Certified Financial Planner) professional and a CDFA^® ; (Certified Divorce Financial Analyst) professional. She is passionate about helping others create a financial road map that makes sense for their unique situation. Janet has built a solid foundation of knowledge and experience, working in both small firms and large broker dealers. You will often find her helping in the local community through Habitat for Humanity and Kiwanis. She also enjoys playing golf and listening to the talented local music artists. Janet travels back to Kansas to visit her grandson as time allows.

About B&B Strategic Management

How much money do I need to retire? When should I claim social security? When can I retire? What will I do when I retire? Am I saving enough? Am I on track? These are just a few of the questions we help our clients answer. We identify your money mind set, your money script and analyze where you are now and where you want to be. We then use this information to create a comprehensive strategy uniquely tailored to your goals. We don't leave you alone though - we are always here with advice to keep you on track to help you achieve your financial goals. We simplify your financial life with a short summary so it's easy to see where everything is. We coordinate with your other professionals such as CPAs and Attorneys to ensure you have a team coordinating your important financial matters.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Insurance Products & Annuities

Russ is an Accredited Wealth Management Advisor and Chartered Retirement Planning Counselor with over 15 years of financial planning experience. He is a member of the Flagship Harbor Advisors network, and also a member of the Financial Planning Association. Russ also proudly supports the Foundation for Financial Planning which brings free, professional financial advice to wounded veterans, domestic violence survivors, and many others. Russ believes that every client needs help realizing their Big Ideas and that smart financial planning goes a long way toward helping clients enjoy life's simple pleasures.

About Kefauver Financial Planning & Wealth Management

Kefauver Financial Planning & Wealth Management tends to focus on the needs of families and professionals, and those who look to us for serious financial planning and investment assistance on the approach to, and duration of, retirement. We'll strive to give you the attentiveness deserving of that important honor. From more than two decades of financial planning and service, we are convinced of three simple things: Everyone has BIG IDEAS to fund. You have meaningful, life-long aspirations. Whether retirement or something else, these need consistent action and a financial plan. We can help with both. Funding starts by AVOIDING MISTAKES. Our most important work is to help you avoid the Big Mistake: over-reaction to life stress or market conditions during moments that risk derailment of long-term plans. SMART PLANNING can help you get there. Flexible, comprehensive financial planning and thoughtful advice can provide reassurance as you endeavor to enjoy more of life's simple pleasures. Let's start today.

Mark is the Co-Founder and an Investment Advisor Representative. He holds a B.S. from The University of Minnesota, has earned the Certified Financial Planner (CFP^®) designation and is a member of the Financial Planning Association (FPA). He brings more than 25 years of experience to his clients and his prior affiliations include Raymond James and American Express.

About Summit Financial Advisors, LLC

Our mission is to be the single resource for comprehensive financial advice and wealth management for successful executives, business owners and affluent individuals by completely serving their unique financial needs. Our clients rely on us to integrate and organize every aspect of their financial lives, eliminating the need to assemble multiple advisors on their own. Every client benefits from the advice of both partners and a dedicated service specialist.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management, Insurance Products & Annuities

James is a native of Northeast Missouri and holds a Bachelor of Science degree in Finance from University of Central Missouri. James has earned three professional designations since entering the financial services profession in 1990, Certified Fund Specialist (CFS), Chartered Financial Consultant (ChFC) and Charted Life Underwriter (CLU). His certifications were awarded through the American College in Bryn Mawr, PA. James specializes in Professional Money Management, Executive Benefits and Tax Qualified Plans for individuals, business owners, senior level executives and retirees and has personally designed over a thousand financial plans over the past 25 years. His services include fee based and non-fee based financial planning, portfolio evaluation and design, wealth management consulting and tax planning strategies. The American College provided financial planners and others in the financial services industry with in-depth knowledge of the skills needed to perform comprehensive financial planning for their clients. Designees also must meet specified experience requirements, maintain ethical standards, and agree to comply with both The American College's Code of Ethics and Procedures and applicable continuing education requirements.  He is an active member of the Financial Service Professional society (FSP) where he has served as President, board member on the Business Ethics Award Steering Committee and Chairman of the Board Election Committee. He also currently serves on the board of Directors and Investment Committee for the University of Central Missouri Foundation. He is a published author, has been selected to receive the FIVE STAR Wealth Manager" Reward** in 2012, 2013 and 2014. He was also recognized in the January issue of KCB Magazine and is on the 2006 list of "The 10 Most Dependable"" Wealth Managers of the Central Region as shown in the November 2006 addition of Southwest Airlines Spirit Magazine.*

About Financial Partners Group

Financial Partners Group is an Independent Comprehensive fee-based Wealth Management Firm located in Overland Park, KS, dial (913) 948-9489 for James Claiborne, Owner/Financial Advisor for a complementary portfolio review by our financial expert, James Claiborne CFS, ChFC. Whether you are seeking individual or corporate asset management, our Financial planning team has the experience and expertise to provide the objective advice needed to achieve your financial goals. Our investment advisory services include portfolio management, fee-based planning, estate, business, tax planning and investment management. Are you worrying that you will have all of the retirement income necessary to support you and your spouse in your final years? Our retirement planners will work closely with you to formulate a program of financial stability. Specializing in private wealth clients, we offer proven estate management strategies that can help obtain financial freedom for you and your family.

Advisory Services Provided:

Retirement Planning, Wealth Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Insurance Planning

Our Mission is to help protect, preserve and grow family wealth as it pertains to our client's individual goals, dreams, and legacy. Our priority is the preservation of capital. We seek appreciation only when it is consistent with prudent risk, using portfolio diversification as the cornerstone of our client's wealth growth strategy. We seek to minimize risk by utilizing our multi-dimensional approach to money management: global equity, global fixed income, alternative investments, and cash. We recognize the value of long-term planning, by seamlessly integrating cutting-edge investment strategy, modern portfolio theory, and non-traditional systems modeling into a complete plan.

About Fulcrum Wealth Advisors, LLC

Fulcrum Wealth Advisors was founded on integrity and trust, in order to meet the needs of sophisticated individuals, families, business owners and organizations who seek more from their financial advisor than what conventional financial services firms offer. We began this business in 2013 as a commitment to protect our clients from unnecessary fees, costs, and conflicts of interest, which are the mainstay of traditional "Big-Box" financial institutions. Fulcrum Wealth Advisors is owned by the partners and has no outside shareholders or corporate parent. Thus, we strive to be free from the conflicts of interest that arise when a traditional firm needs to service the interests of its shareholders ahead of the interests of its clients. Our combined 121+ years of experience within such enterprises compelled us to offer a different kind of experience, one that puts people before profits and planning before product.

Advisory Services Provided:

Portfolio Management, Retirement Planning, 401K Rollovers, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services, Estate Planning & Trusts, Annuities, Insurance Planning

Curtis has a master's degree in counseling and enjoys all aspects of the financial planning process. When not helping clients with what keeps them up at night, Curt enjoys coaching and spending time with his wife and four children.

About Central Financial Services

Ameritas Financial Center, Nebraska provides individuals, families and small businesses comprehensive financial services. We're currently anchored in Lincoln and Omaha; one firm in two distinct locations. The firm's history dates back over one hundred years, providing service throughout Nebraska and neighboring states. The Lincoln office dates back to November of 1912 while the Omaha office traces back to 1922. The two offices consolidated operations to become one firm in 2002.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities

In both business and life, Chad Coe is imbued with a strong passion for helping people and making a positive impact on their lives. With more than 20 years of experience in the financial services industry, his commitment to serving others has never wavered. He strives to provide clarity and focus on what matters most to people - their values, which ultimately dictate the basis and management of their investment portfolio. He enjoys working with clients as a team, helping them pursue their goals, and serving as their trusted advisor. As the President and Founder of Coe Financial Group, Chad embraces a values-based approach and focuses on the personal well-being and financial security of his clients. Whether you're saving for a specific goal or trying to manage your own investments, Chad can help you stay on track. Like other professional relationships you develop, a financial advisor can be a lifelong guide for helping you make well-informed decisions throughout your lifetime. A financial advisor can help you: Clarify your goals and help you develop a financial plan Gain a comprehensive view of your financial picture Invest in strategies that can help you achieve your objectives An advisor who is a fiduciary puts your interests first by focusing on your financial well-being. Chad holds FINRA Series 6, 7, 24, 51, 63, and 65 securities registrations.

About Coe Financial Group

Serving Your Unique Financial Needs

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities

A resident of Monmouth County since 1968, Dan is a graduate of Monmouth University in West Long Branch with a B.S. in Psychology. In 1999 Dan recognized the need for personalized investment advice by working with employees of the small business pension plan market. As a result, he has become a strong influence in crafting a solution for this underserved population. Dan specializes in delivering wealth management solutions to a growing affluent population. His customizable six step process designs and implements clear strategies that have the potential to increase the probability of long term financial security. His twenty years as a trader in the U.S. Treasury markets for firms including Garban LLC and Cantor Fitzgerald have provided him with an immense and diverse experience in the global capital markets. Today Dan delivers his consulting process to clients by designing and implementing sound strategies for pursuing their wealth management and preservation goals while collaborating with their other trusted advisers, including their legal team and tax team. In his spare time, Dan continues his discipline as a martial artist and travels with his family in pursuit of exotic surfing destinations.

About DC Strategies, Integrated Wealth Mgt.

Assisting clients in understanding where they are today can be critical in setting attainable financial and personal goals for the future. We are a fee based "Wealth Management" firm that takes a comprehensive approach to clarifying and organizing our client's financial affairs. We provide ongoing education and insight to navigating the complexities of growing and maintaining "Wealth" while our clients benefit from a more balanced life. Our pledge is to provide quality information so that individuals may make sound choices about their financial future. Ultimately, our greatest impact may be the confidence that comes with working with an Adviser that will educate his clients in the options that are available,and implement those strategies in simple and easy to understand terms.

Advisory Services Provided:

Portfolio Management, Wealth Management, Money Management, Financial Advice & Consulting, Financial Advice & Consulting, Financial Planning for Individuals, Tax Advice and Services

Andrew is an independent adviser who specializes in helping people who are already retired or close to retiring. He listens to your needs and creates a plan to help ensure your financial goals are accomplished. Mr. Hermsen only gives advice that is in your best interest and he does not receive commissions to avoid that conflict of interest. Andrew will create an investment portfolio based on the amount of risk you are comfortable taking and use low-cost investments to help you achieve the best investment return possible. An initial meeting with Andrew is free or charge and without obligation. He is confident that you will find the meeting worthwhile of your time and reassuring that you have found someone you can trust.

About Hermsen Wealth Management

Andrew Hermsen is an Accredited Investment Fiduciary (AIF) with his own independent financial planning firm located in Northeast Wisconsin. He listens to you and, based on that information, will create a financial plan and investment allocation to help ensure you reach your goals. As an AIF, Andrew works as a fiduciary for you meaning he does not work on commission and only gives advice with your best interests at heart. In a short initial meeting with him, he will answer any financial questions you have. If you feel he can help you achieve your long-term goals, you can discuss working together.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management

Chris is an Investment Advisor Representative with over 25 years of experience managing investment, retirement, and estate plans for individual and family wealth. Chris's practice focuses on retirees, business owners, families, divorcees, and women wanting financial independence. As an independent advisor, he works to create clarity, allowing clients to confidently take the next steps towards their goals and objectives. Working together, we seek to simplify overwhelming and complex decisions, allowing us to create an executable action plan to help reach their desired lifestyle before and during retirement. Chris is a former professional golfer who is married to Julie (a teacher in the Des Moines School District and they are blessed with two children, Elle and Will). Chris still plays golf and has also become an author, having written a Faith based book, "Pass the Test". Call 515-348-6019 to schedule a Free collaboration with Chris.

About RK Wealth Management, LLC

RK Wealth Management, LLC has been serving the Business Owners and hard working Families of the Central Midwest by providing quality education, wealth strategies and ongoing service. We see the need to protect incomes, livelihoods, retirement dreams and leave a legacy. Our organization helps Families, Business Owners and their Businesses navigate the complexities of financial strategies. We believe that human emotions often cloud the judgment necessary to make positive, life changing decisions. When faced with multiple options outside of your comfort zone and level of skill or experience, objective analysis and action will become increasingly difficult. RK Wealth exists to empower our clients to take action through education and increased awareness.

Nick Vali is an Associate Partner and Wealth Manager at Diamond State Financial Group. Nick graduated from The University of Delaware’s Lerner College of Business and Economics, with a Bachelor of Science degree in Marketing and minor in Economics.  He currently holds his Series 7, Series 66 registrations, as well as his Life and Health Insurance licenses.

Nick appreciates the contributions of small business owners, medical professionals, and (pre)retirees to the community, and specializes in creating innovative strategies to help overcome the unique challenges these individuals face.  These specialties include:

• Retirement Income Strategies
• Tax Distribution Strategies*
• Wealth Management
• Income Protection Strategies
• Employee Benefits
• College Funding Strategies
• Asset Protection Strategies*
• Legacy Maximization/Estate Planning

Nick is passionate about helping his clients and strives to build a reputation founded on honesty and integrity. Having a passion for solving the puzzle presented by each client, Nick firmly believes that a comprehensive approach, integrating all aspects of one’s financial life, is critical to creating a roadmap to financial independence.  Through his strategic approach to wealth management, (pre) retirees and business owners are accustomed to hands-on support, extensive resources and a team of committed financial experts throughout the experience.

Nick is a Registered Representative and Investment Advisor Representative of Securian Financial Services, Inc.

Nick resides in Middletown, Delaware, with his wife Melissa and daughter Gianna.  In his spare time, he enjoys golf, the company of friends and family, and revels in travelling abroad.

_{*Financial advisors do not provide specific tax/legal advice and this information should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation.}

About Diamond State Financial Group

We believe in the power of personal relationships and focus on one thing - the needs of our clients. Since 1989, Diamond State Financial Group has been committed to helping our clients improve their long-term financial successes. We make available a wide range of quality financial products and the advice and expertise of highly qualified financial professionals. It is because of you, each of our associates have been carefully selected based on their knowledge, experience, and desire to deliver an exceptional client experience. Our team adheres to a vigorous, continuing educational program to provide clients with current and relevant financial perspectives. We are proud to be an independent financial services firm as it allows us the freedom to provide our clients with objective advice. We are focused on recommending products and services based solely on the needs of our clients. Whether or not to establish a relationship with a financial professional is a decision that deserves careful consideration. You can trust we are committed to helping you accomplish your long-term financial goals.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities

Investing and Living with Passion Jeff is passionate about faith-based stewardship, extreme diversification, and best-in-class investing. During his twenties he lived abroad in Ireland, as well as on the Island of St. John in the U.S. Virgin Islands. Jeff once skied 89 consecutive days at the Arapahoe Basin in Colorado. Jeff is married, has two children, and thrives most when hes spending quality time in the great outdoors with his family. Serving Community Jeff believes in supporting the community and has served as an investment instructor for Junior Achievement and taught the Financial Forum at John T. O'Connor Senior Center for many years. Jeff has also volunteered in leadership programs and music ministry at his local church. Jeff can help you navigate your complex private wealth management opportunities. Jeff holds the Series 65 (Uniform Investment Adviser Law Examination) securities license administered for the North American Securities Association (NASAA) by the Financial Industry Regulatory Authority (FINRA).

About Inspire Financial Planning, LLC

As an independent firm, you can depend on our relationships with AlphaStar Capital Management, Horizon Investments, Vanguard, TD Ameritrade, and many more to bring you multifaceted approach to private wealth. We view the management of your wealth through a fiduciary lens. We place your best interests above our own. What differentiates us from the rest? Our independence, transparency, and holistic process. Contact us today and can we can meet with you at one of our many offices in the following locations: Greensboro, Winston-Salem, Durham, Raleigh, Cary, Charlotte, Wilmington, and Wrightsville Beach. Click here to reserve time for an initial phone or zoom consultation: https://inspirefp1.youcanbook.me/

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities

Jason currently lives in Waukee with his wife, Elise, and their five young children Charlene, Carter, Caelyn, Carissa, and Coen. Hobbies: Jason is an avid runner and has competed in many marathons throughout the Midwest. He also enjoys golfing, fishing, camping, tennis, and spending time with his wife and children.

About Northwestern Mutual

Areas of Expertise Here are my areas of expertise, which I will use to provide you with customized recommendations that will help you plan for your financial future. Financial Planning Long-term financial security doesn't happen by chance. Many things in life can have an impact - positive or negative - on your financial well-being. I'm here to help you take control of your future. Together we'll identify your most important goals and dreams, and build and implement a financial plan to help you achieve them. And because life is unpredictable, we'll monitor your progress on a regular basis to ensure your plan evolves as your needs and the situation around you changes. Retirement Planning Perhaps one of the greatest financial challenges you will face in your lifetime is preparing adequately for your retirement. I will help you create a plan that will assess your current financial situation, determine the retirement lifestyle for your future, review the many options available, and put solutions in place to help ensure you achieve the retirement of your dreams. Investment Strategies Without a coordinated investment strategy, it can be difficult to build an effective investment portfolio that helps meet your financial needs. As a Registered Representative of Northwestern Mutual Investment Services, LLC (NMIS), I can offer you access to a wide range of investment products and services. I will work with you to develop investment solutions aimed at meeting your financial objectives.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities

I received my formal education at the University of Florida and completed the Certified Financial Planner Professional Education Program at the University of Central Florida.

About Wealth and Business Planning Group, LLC

Richard E. Reyes, CFP, The Financial Quarterback(TM) provides sleep well at night solutions for retired and near-retired individuals through comprehensive retirement plans customized to each client's needs. It's not only about retiring, but more importantly about formulating a plan to stay retired.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Insurance Products & Annuities

Began career in financial services by joining Legg Mason Wood Walker as a Financial Advisor in 2001, and transitioned to Smith Barney via a company acquisition in 2006. Have been a CERTIFIED FINANCIAL PLANNER^™ professional since 2006, and received a certificate in Financial Planning from Duke University. Born and raised in Long Island, NY by parents who emigrated from Scotland in the 1950's, John moved to North Carolina to attain his undergraduate degree from East Carolina University. He currently resides in Morrisville, NC with his wife, Leslie. Have two children: son Jack is a 2nd Lt. in the US Army, and daughter Lindsay is in nursing school.

About McAulay Financial at LPL

LPL Financial is he largest independent broker dealer with more than 18,000 advisors nationwide. We are publicly traded under the symbol LPLA.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management

David has been directly advising clients as a financial planner for 21 years. David joined Gateway Financial Advisors, Inc. and became affiliated with Cambridge Investment Research, Inc. as a Registered Representative and Investment Advisor Representative in 2014 in order to be able to offer completely independent advice to his clients. David has been a Certified Financial Planner" practitioner since 2004. He earned the Chartered Life Underwriter® designation in 2005 and the Chartered Financial Consultant® designation in 2010, both through the American College of Bryn Mawr, PA. Recently, David completed additional training in 2020 to become a Chartered Socially Responsible Investing Counselor (CSRIC") to better serve the needs of my clients desiring to incorporate their values in their portfolios with sustainable, responsible, and impact investments.David is a member of the Financial Planning Association and the Northern California Planned Giving Council. David is a graduate of UCLA with a B.A. in Political Science, and also holds a M.A. and M.Phil. in Politics from NYU, where he pursued and published doctoral research on the causes and impact of the social investing movement.

About Gateway Financial Advisors, Inc.

David specializes in helping successful professionals review their current tax and investment situations to plan for retirement and help efficiently transfer their assets to their children, grandchildren and charitable beneficiaries. Helping others get the unbiased information they need to make sense of their options, designing a roadmap that reflects the specific concerns he hears from his clients, and supporting them to make tough but educated decisions to help gain control over their financial lives has been David's mission since he began his career in financial planning in 2000. As a Certified Financial Planner (TM) professional, David develops comprehensive financial planning strategies to help address client goals, and then help clients implement those strategies, often in coordination with clients' other professional advisors. To learn more about David's fee based financial planning process, call to set up a complimentary initial consultation.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities

John began his career in the early 1980's as an Institutional Bond Salesman working for several investment firms including: Alex Brown & Sons, Paine Webber and George K. Baum. As a municipal bond specialist, his client base consisted of banks, insurance companies and other professional money managers.
In 2001 he had a deep-seated desire to apply his knowledge in the institutional markets to the retail investor. He joined a life insurance agency and in 2006 he received his CFP® designation. In 2015 the strong belief of the unique value offered by an independent financial advisor lured John to independence; he associated himself with Wellesley Financial Planners. Central to John's career as a financial advisor is not only to provide clients with strategies as they accumulate wealth, but also to build safe and secure income distribution strategies as they transition to retirement. His 30+ year career in the financial industry is enhanced by the following credentials. He is a CERTIFIED FINANCIAL PLANNER^™, ENROLLED AGENT "enrolled to represent taxpayers before the IRS".
If you're seeking an informed second opinion on Asset Allocation, Risk Management, Retirement Income, Medicare, Social Security and Tax strategies; you'll find John to be comprehensive, knowledgeable, attentive, and trustworthy.
John grew up in Holmdel where he attended St. John Vianney High School; he obtained his B.S. Degree in both Business Administration and Marketing from King's College. He resides in Red Bank: he's an active member of The National Society of Enrolled Agents, The New Jersey Society of Enrolled Agents, The Jersey Shore Running Club and The Amerigo American Vespucci Society.

About Wellesley Financial Planners

Wellesley Financial Planners was founded when financial planning was in its infancy in 1984. Our primary mission will always be to put the interests of the client first and foremost. We will objectively and fairly assist clients in every aspect of their financial lives. We aim to provide superior service that is caring and personal. We recognize that anyone who puts their trust in us deserves the highest level of expertise. Therefore our knowledge, experience and confidence must always exceed all expectations. For each of our clients we strive to help create stability and security to achieve the goals of financial independence and personal happiness. Today with the addition of two highly qualified and experienced financial planning associates and three administrators the firm of Wellesley Financial Planners serves the needs of over a thousand clients. We are proud to offer a distinct and powerful approach to personal financial planning that employs the "Spirit of Life" philosophy rarely seen elsewhere today. We invite you to join us.

Advisory Services Provided:

Financial Planning, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Financial Planning for Individuals, Investment Advice & Management, Tax Advice and Services, Insurance Products & Annuities

Paul Koenig is a Financial Planner with Integrated Financial Partners, Inc.(IFP). Along with his team of advisors, he takes an independent, comprehensive and objective approach to financial planning to help ensure that your goals, objectives and risk tolerance are properly considered and managed. This process includes an evaluation of retirement, risk management, investments, education funding, asset protection strategies, and legacy planning. It is through this process that he can help identify what is most important to his clients so that financial tools and resources can be properly aligned with their goals, despite personal lifestyle changes and external economic factors. Paul helps clients build wealth and position their investments properly through the use of tax-advantaged products and strategies. Paul has committed to adhere to the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism, and diligence when taking care of clients. Paul can provide advice and direction so you can make the most informed decisions. Paul and his team are able to provide strategies that can help you: Build your nest egg, Enjoy a comfortable retirement, Protect your family from financial emergencies, Leave a legacy to your heirs or your favorite charities, Fund your children's or your grandchildren's education. He was listed in New Jersey Monthly and Philadelphia Magazine as a Five Star Wealth Manager. Paul is involved in his community including the American Red Cross, Habitat for Humanity and other worthwhile charities. An avid outdoors-man, Paul believes in physical as well as fiscal fitness.

About Integrated Financial Partners

Financial Planning is not a do-it-yourself project. In today's complex world it takes diligence, research, careful consideration and the help of an experienced professional to help you achieve the retirement you deserve and have worked so hard to attain. As a CERTIFIED FINANCIAL PLANNER professional, I can be objective about your financial situation and this is vital in order to help you gain perspective and confidence in your financial future. A completely confidential Financial Second Opinion is the logical first step on your road to retirement. The number one financial worry is not having enough money to retire. Do you know how much you need? Did you allocate it properly and prudently? Do you know what assets to spend first? This is where I can help. Along with clarity, I can provide prudent strategies and solutions to help you meet your needs and lifestyle goals. I'll provide a customized plan developed through a comprehensive process and I will work with you to see that it is implemented properly. You'll be in a position to make informed decisions for your future. Recognized as one of the largest and most successful independent financial services organizations in the country; Integrated Financial Partners (IFP) specializes in coordinating with all of our clients other advisors to ensure collaboration in all aspects of their financial lives.

Brent earned his BS in business finance from the Martha & Spencer Love School of Business at Elon University. He has over 14 years of experience working with individuals and businesses helping them to meet their financial goals. His areas of focus include small business planning, retirement and income planning, estate planning and insurance needs. Brent enjoys helping clients simplify todays increasingly complex financial environment by designing financial plans tailored to the clients specific goals and objectives. He currently resides in Hickory with his wife, Michelle.

About Tar Heel Wealth Management

At our firm, we have the clientand only the clientin mind. Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy thats designed to address your individual situation. We understand the challenges families face today. From managing debt to saving for college to retirement, these personal finance challenges can be overwhelming. Our commitment is to utilize all of our resources to help you pursue your goals. We believe in thinking out of the box and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction.

Greg has been in business for 34 years. He has a passion for helping people have the retirement they have always dreamed about. Greg works with clients to help them have the income they want as well as having the investment growth they are looking for. Greg and his wife have been married to Lori for 32 years. They have three children and one grandchild. Greg enjoys playing golf and fishing as well as spending time with the family.

About Valley Asset Manager

It is our belief that each individual is as unique as their retirement needs . We believe that people who have worked hard all their life to save for retirement should have the ability to know their needs, wants and dreams are realized. In order to accomplish this we take the time to get to know our clients. We believe there is a process that must be utilized to help reach those retirement goals. Once the process is completed our clients know the plan fits their own unique needs.

Jed Limmer, CIMA^® is the founder and managing partner of Bicoastal Wealth Management. Jed has spent his career as a trusted advisor to some of the world's largest financial institutions, family offices, and high-net-worth individuals. Jed has built his career and his reputation by always putting his clients and their well-being first. Providing sound, unbiased financial advice is the cornerstone of Bicoastal Wealth Management's practice. Jed was destined for a career in Wealth Management, following in the footsteps of his father, a highly respected Wall Street veteran. He has spent his career helping individuals, families, and companies invest their money and navigate the financial markets. Whether they be corporate executives, entrepreneurs, businesses, or families planning for their future, Jed takes a personalized and risk-based approach to meet their needs. Jed received a B.S. in Finance and Entrepreneurship from Syracuse University, completed the Yale School of Management Investment Management Theory and Practice, and is a Certified Investment Management Analyst^® (CIMA^®).

About Bicoastal Wealth Management

Bicoastal Wealth Management is a full-service financial planning and wealth management group affiliated with Wedbush Securities. Wedbush Securities is a premier securities and investment services firm, providing financial services to individual, institutional and investment banking clients for over 65 years. As an organization, we thrive because of the dedication of approximately 900 colleagues in nearly 100 offices across the nation who make Wedbush a unique and successful company.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities

Rick Martinez CFP^® is a Passionate and highly experienced Retirement Wealth & Tax Strategist. His goal is always to help his pre-retirees and retirees experience financial peace of mind. Rick works closely with a collaborative team of CPA's, Estate Attorney's, and other Certified Financial Planners^™ with RDM Financial Group. Using the powerful approach of The "Retirement Wealth Maximizer System", He has been able to help his retirees enjoy a comfortable retirement where they are positioned to never run out of money and are also able to leave tax-efficient and tax-free money to their kids, grandkids, and other love ones. Because Rick is passionate about his career, he continues to seek higher education through the University of California, Irvine, and has attained the designation of CERTIFIED FINANCIAL PLANNER^™. He maintains qualifying state licensing, quality strategic coaching from other experts in the industry, and ongoing training on new laws affecting taxes and retirement investments. Rick is a life-long Californian. He is happily married to his wife Gracie of 25 years and is the proud father of two wonderful daughters Sarah and Chelsee. Rick enjoys family weekend trips to the river and walking his dog's Candy and Max.

About RDM Financial

We understand how important it is for you to be able to trust your Financial and Tax planning team - particularly in the wake of recent, highly publicized corporate failures and investment management misdeeds. Regardless of the direction the stock market and interest rates take in the future, it's important to have a trusted advisory team you can count on to give you the news straight and look after your best interests.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Insurance Products & Annuities

Known as "Coach Pete" on the radio, Mr. D'Arruda has over 27 years in the financial arena with NO complaints. Coach Pete is also a SMARTVESTOR PRO with Dave Ramsey. He has authored 6 books and co-authored 2. Two of his books have reached the best-sellers list on Amazon. The most noteworthy book, Successonomics, is one that Coach Pete co-authored with Steve Forbes. But, by far, his favorite book just happens to be his most recent, 7 Baby Steps to a ridiculously Reliable Retirement Income. His newest book, AMERICA ASKS COACH is a great read as well. He has just been named to the prestigious Forbes Leadership Council and will be submitting at least 6 articles a year to Forbes. He is a graduate of The University of North Carolina. He is a proud father of daughter, Caroline, age 14 with his wife, Kim. A+ rating with the BBB (Better Business Bureau) and the National Ethics Association.

About Capital Financial Advisory Group, LLC

Known as "Coach Pete" to his listeners and clients, Coach Pete and his firm are a committed group of professional fiduciaries dedicated to providing superior investment advice to their high networth clients. Coach Pete is also a SMARTVESTOR PRO with Dave Ramsey. A fiduciary is any person or institution that has the power to act on behalf of another in situations that require great trust, honesty, and loyalty. His radio show, "The Financial Safari" first aired in 2005 and can be heard weekly on more than 50 stations nationwide. Other Shows founded and hosted by Coach Pete are AMERICA'S 401K SHOW, ROCK ON RETIREMENT, and A+ RETIREMENT. All these shows are heard weekly throughout North Carolina and much of the nation. Also known as the King of Income Planning, Coach Pete's approach to systematic, lifetime income planning is followed by many who wish to reduce retirement worries. The firm provides personalized investment and income strategies as well as tax and estate evaluation for all sizes of portfolios and estates. Call today and see if this is the family atmosphere you've always wanted.

Advisory Services Provided:

Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services, Estate Planning & Trusts, Annuities, Insurance Planning

BRENT F. HAYES - MANAGING PARTNER: Brent holds series 7 and 66 securities registrations with Cambridge Investment Research, Inc.. Concentrating on risk management, Brent quickly realized and understood just how essential the prevalence of a risk-managed approach is for his valued clients. Brent decided he wanted to add value by offering total financial services to his clients and joined the family business, Conway & Company Financial Services in 2011. In the fall of 2017, Brent and long-time friend Justin Wolfe expanded the family owned and operated business in Wilmington with Strategic Investment Partners. Brent is a Registered Representative and Investment Advisor Representative with Cambridge Investment Research, Inc. He is also a licensed insurance agent in the field of Life, Health, Variable Insurance, as well as Property and Casualty. Brent is a long-time member of the Rotary Club of Kinston and upholds the club values in volunteer and fundraising efforts. He is also a member of the Wrightsville Beach United Methodist Church and continues to strengthen his faith. Recently Brent was nominated to join the Wrightsville Beach Foundation which he gladly accepted a board position. The foundation is a non-profit with a mission statement is a commitment to develop and promote a venue that will have the ability to generate funds that can be used to promote, improve and enhance the quality and enjoyment of our islands parks and recreation programs and amenities.

About Strategic Investment Partners

We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We endeavor to know and understand your financial situation and provide you with personalized information, services, and products to help you reach your goals. Strategic Investment Partners is a sub-branch of Conway & Company Financial Services. We operate as FIDUCIARIES so we are ethically and legally required to invest our client assets in their best interest. A long-term perspective of the Dow Jones Industrial Average reveals the reality there are extended periods of time which the US equity market will trend upwards, and also long periods of time where the market will instead stagnate or move generally lower. Our Fact-Based Strategy - Underpinning our Fact-Based strategy is a set of core beliefs about the market. These core beliefs are: 1. We don't know where the market will go - and neither does anyone else. 2. Wherever the market goes, it will get there by trending. 3. Along the way, there will be outperformers and underperformers. Armed with these three core beliefs, we are well equipped to handle whatever the market brings - ALL WITHOUT HAVING TO MAKE A SINGLE PREDICTION. Using supply and demand analysis, our Fact- Based strategy concentrates on identifying outperformers to include in our portfolios. Together, they give us the "when" and "what" - the two essential ingredients of success.

Advisory Services Provided:

Portfolio Management, Retirement Planning, 401K Rollovers, Financial Advice & Consulting, Financial Planning for Individuals, Estate Planning & Trusts

About Our Founder Planning. Protecting. Preserving your retirement. One of Philadelphia's leading retirement transition specialists, Steve DeCesare, CFP®, is a second-generation Certified Financial Planner® professional who has spent the last decade of his career helping professionals transition into retirement with financial confidence. His multi-disciplinary planning approach works to ensure that the investment, income, tax and estate strategies are in place to achieve each of his client's financial and lifestyle goals for retirement. Steve specializes in offering guidance to corporate employees regarding their company sponsored retirement plans such as 401(k)s and pensions. He also advises on rollovers to and investment decisions within Individual Retirement Accounts (IRAs). Additionally, he helps employees who are facing workplace transition with the critical decisions and financial plan adjustments that need to be made to help ensure a smooth progression of their financial life as they enter into their next job or retirement. Steve is a CERTIFIED FINANCIAL PLANNER® professional and Investment Advisor Representative of DeCesare Retirement Specialists a Registered Investment Advisor. He is also life and health insurance licensed in the states of New Jersey and Pennsylvania. Steve is a member of the Financial Planning Association (FPA) and a recipient of the 2012, 2013, 2014, 2015, 2016, 2017, 2018, 2019, 2020 Five Star Wealth Manager Award. As a financial resource, Steve has been quoted in numerous media outlets including USA Today, Money, Washington Post, The Wall Street Journal, and Bankrate.

About DeCesare Retirement Specialists

Other office location: 10,000 Lincoln Dr. E Ste 201 Marlton, NJ 08053. DeCesare Retirement Specialists is dedicated to providing a systematic,comprehensive, and a client-centric approach to financial planning. We are committed to helping you achieve your financial goals so that your savings can provide for your and your loved ones throughout retirement and thereafter. Our services include (but are not limited to): Retirement Planning, Investment Management, Financial Planning, E-Bridge Tracking Financial Software, Insurance Planning, Tax Planning, Estate Planning. DeCesare Retirement Specialists is an independent wealth management and retirement planning firm dedicated to helping make your life's hard work, work hard for you in retirement. Whether you are just beginning on the road to creating wealth, ready to cross over from the working years to the retirement years, or if you are already retired, we can help. Let DeCesare Retirement Specialists help you transition from work through life.

Advisory Services Provided:

Retirement Planning, Financial Planning for Individuals

There are three elements to Financial health - Having a Plan, Managing your Money, and Protecting what you have! Bringing all the pieces of your financial life together is challenging. From budgeting, to planning for retirement, to managing your taxes and your insurance coverage, personal finance never means just one thing and is unique to you. Financial health is about much more than a collection of investments, policies, or a dated plan. CFP^® CERTIFICATION: THE STANDARD OF EXCELLENCE : The CFP^® certification marks identify professionals who have met the high standards of competency and ethics established and enforced by CFP Board. CFP Board's Standards of Professional Conduct require CFP^® professionals to act in their clients' best interests.

About Trinity Financial Planning

There are three elements to Financial health - Having a Plan, Managing your Money, and Protecting what you have! Bringing all the pieces of your financial life together is challenging. From budgeting, to planning for retirement, to managing your taxes and your insurance coverage, personal finance never means just one thing and is unique to you. Financial health is about much more than a collection of investments, policies, or a dated plan.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities

I love helping people learn more about their money. Why? Because I believe that the more you know about your money, the better decisions you will make with your money. As a financial advisor at Keil Financial Partners and the host of the Retirement Revealed podcast, I work to simplify complex financial decisions so you can make smarter retirement, investment, and tax planning decisions. Retirement should create enjoyment, not anxiety. Learn how you can make meaningful strides towards an enjoyable retirement with the 5-step retirement income plan weve developed to help you make the best choices with your money. I'm more than happy to discuss how I can help you. If youd like to chat, please visit my calendar and set up a time that works best for you: http://www.calendly.com/jeremykeil Certifications: CFP® (Certified Financial Planner®) CFA® (Chartered Financial Analyst®) CLTC® (Certification for Long Term Care®) CIMA® (Certified Investment Management Analyst) ChFC® (Chartered Financial Consultant®) CLU® (Chartered Life Underwriter®) RICP® (Retirement Income Certified Professional®) CKA® (Certified Kingdom Advisor)

About Keil Financial Partners

I help people make great retirement decisions. If you need guidance on retirement, investment and tax planning let's talk! We help people: - maximize their pension and social security decisions - manage their lifetime tax bill - optimize the tax consequences of their company stock plans including within their 401(k)

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Insurance Products & Annuities

William L. Meyer, AIF, CLU, ChFC, William L. Meyer graduated from Maryville College in 1978, earned his Chartered Life Underwriter & Chartered Financial Consultant degrees from The American College of Bryn Mawr Pennsylvania in 1983, and his Accredited Investment Fiduciary accreditation from FI360. He is age 58, married with 3 children, and resides in Chesterfield, Missouri. He currently serves on the National Association of Insurance and Financial Advisors Board - St. Louis. His personal interests are philanthropy for children, golf, skiing, and reading. In 1988 he co-founded Cutter & Company, Inc., of which he is a producing manager and president. The firm is comprised of three divisions, a Broker Dealer, Registrared Investment Advisory, and an insurance agency and serves businesses and individuals. The firm is licensed in 48 states, has 14 employees and 40 independent advisors affiliated with the firm. Mr. Meyer, in addition to holding life, health, & P&C insurance licenses, also holds the following securities licenses; series, 4, 6, 7, 24, 27, 31, 53, 63, 86, and 87. He was admitted to the Palladin Registry of Advisors in 2006, and was chosen by clients and St. Louis magazine in 2008, 2009, 2010, 2011, 2012, 2013, & 2014 as a FIVE STAR WEALTH MANAGER in the category of "Best in Client Satisfaction Wealth Managers".

About Cutter & Company, Inc.

Providing Resources That Offer Investors the Freedom of Financial Security Located in Ballwin, Missouri, just 15 miles west of St. Louis, Cutter & Company provides professional investment management, and complete financial planning, as well as life and health insurance products. Our goal is to help individuals prepare for current financial and insurance needs and help develop strategies to meet future goals. We strive to provide assistance to small and large businesses in the areas of employee benefits; including group life and health insurance, 401(k) and other qualified plan analysis, deferred compensation programs and other sophisticated executive benefits. Cutter & Company is locally owned and privately held. The company has been serving the needs of individuals and corporations since 1988. Management has over 70 years combined experience. Our experienced staff and investment representatives have significant industry background, with significant industry experience in the financial industry. Cutter & Company representatives focus primarily on serving the needs of individuals and businesses in Missouri, but is registered to do investment business in over 45 states.

Advisory Services Provided:

Portfolio Management, Retirement Planning, 401K Rollovers, Financial Advice & Consulting, Financial Planning for Businesses, Insurance Planning

John Severy-Hoven, CFP®, MBA, began Oracle Financial Planners LLC early in 2003 after leaving Merrill Lynch. He has been a financial planner since 2001. He has completed a Master's Degree in Psychology and has a second Master's Degree in Business focusing on investments. This education is a great fit for the financial planning field, which demands insight within the capital markets, a drive to learn continually as the field expands, and a desire to help people and to listen to their needs. John received his Certified Financial Planner^™ (CFP^®) designation in 2006. Since 2008 he has been named a FIVE STAR: Best In Client Satisfaction Wealth Manager by the Minneapolis/St. Paul Magazine six times. While at the University of Minnesota, John began a chapter of Net Impact, a student organization promoting socially responsible investing. He and Beth, his wife, have one daughter (Kira) who was born in February 2005 and a son (Zachary) who was born in October 2007. In 2015 they added a rescue puppy, Kendra, to the family. John reports: The best way to describe me and my family's life right now is Chaotic Bliss.

About Oracle Financial Planners LLC

As the founder of Oracle Financial Planners, John Severy-Hoven prides himself on assisting clients in every aspect of their financial lives so that they can prepare for what their future holds -- retirement, children's education, buying a new home. John helps you build and maintain your financial vision toward the future, your future.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management, Insurance Products & Annuities

Growing up in a small town like Tremont, Illinois, as an only child, yet part of a very large extended family, taught Todd the importance of family values. His mom, Kathy's family was small while his father, Denny's family was large and both sides taught him that family and friends, taking care of people and remembering your roots were very important. With his loving wife, Amy, of 30 years and three grown children, Trey (28), Taylor (25), and Tanner (23), this large extended family (as of Christmas 2019's get together they numbered 76 between Uncles, Aunts, cousins and the next generation) still helps him ensure those family values will pass on to their children as well. This dedication to family has always had a profound effect on his wealth management business and his dedication to his clients and their family's well being. For Todd, his relationship with his clients has never simply been about their investments. It has always been about getting to know them intimately, in order to find the true purpose, in their lives, those investments will need to serve. In his practice, Todd, has never used pre-packaged portfolios for his clients. Each portfolio is hand crafted and the investments are selected by Todd for his client's particular needs and individual situation. He has been known to say, "While we all want cookies, none of us wants to be the cookie cutter". "We're doing our level best to change the way people think about working with a Wealth Advisor. Most people know they need to be setting money aside in investments," says Todd. "They know what their hopes and dreams are for their families, charitable concerns and their own retirements. They just aren't sure what they need to do to make those aspirations a reality. It is our job to create an environment and a relationship they feel comfortable enough to relay those concerns and then help them, as best we can, in trying to pursue those dreams." Call 888-850-8635 or 309-589-0180 or click to schedule a Free Initial Consultation with Todd.

About Nash - Hasty Investment Services, Inc.

Nash-Hasty Investment Services, Inc. was founded in September 1998 by Cindy A Nash and Todd A Hasty. Cindy brought with her 15+ years' experience in the financial services business. She began her career in 1983 for Herbert White & Company in Peoria which was established locally in 1928. In 1994, Curtis White retired and sold H. B. White & Co. to a local banking institution. Cindy went along with the business and started that banks first full-service brokerage firm. Todd started his financial career at Herget National Bank in Pekin Illinois in 1990 as a customer service representative working his way through the ranks to Assistant Director of Branch Services in 1994, assisting bank clientele with many facets of their financial lives as well as running two locations for the bank. In 1996, Todd transitioned to the Investment side of banking and hired on to the same brokerage team as Cindy at the bank that had purchased H.B. White & Co. the year earlier. Cindys vast brokerage experience coupled with Todds banking and insurance experience made them a natural fit to work together with clients as a team. As their team concept built and became popular with clients, Nash-Hasty Investment Services, Inc was born. Their shared commitment to the client has made Nash-Hasty Investment Services, Inc. a fast growing and premier asset management practice in the Greater Peoria Area. (Look for the Nash-Hasty Investment Services, Inc. Client Commitment that Todd and Cindy established back in 1998) In April of 1999, Cindy was, unfortunately, stricken with an illness that left her unable to work. In November 1999, a buyout was structured making Todd the sole owner of Nash-Hasty Investment Services, Inc. Now armed with over 26 years worth of his own experience in providing retirement planning, personal financial services, investment recommendations, asset and wealth management to many individuals and families throughout many clients in Ilinois as well as many clients all around the country, he continues to build his business to provide comprehensive services to his clientele always striving to fulfill and exceed client expectations. Todd has continued to structure Nash-Hasty Investment Services, Inc. around the foundation of beliefs and commitments that he and Cindy first established in 1998 when they decided to open Nash-Hasty Investment Services, Inc. striving to make this one of the most respected asset firms in Central Illinois.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management, Insurance Products & Annuities

Michelle is the Co-Founder and President of Modern Wealth Management. She is an Accredited Investment Fiduciary (AIF®) and financial advisor with over 19 years of experience in the industry, including experience with top Fortune 500 firms. Michelle specializes in comprehensive holistic financial planning. She takes the time to listen and understand her clients needs. She also adds an educational feature to help ensure all of her clients make informed decisions. Michelle also has a passion for financial literacy. She has spent the past seven years developing and teaching adult educational classes. These classes are designed to empower people to take control of their financial future. Michelle was born and raised in Tucson and is part of a Tucson lineage tracing back to 1880. She was the 2nd generation to attend Salpointe Catholic High School. She attended University of Arizona, Eller College of Management where she earned her Master of Science in Finance and Bachelor of Science in Finance. While finance is her passion, Michelle thrives in her philanthropic interests across Tucson. She was a 2014 National Philanthropy Honoree and in 2015, a 40 Under 40 Honoree. She is an active member of nonprofit organizations including cooking meals at Ronald McDonald House, the Junior League of Tucson, and the Diaper Bank of Southern Arizona. She is a past Board President of the Diaper Bank of Southern Arizona, on the Board of Directors for Casa de los Ninos, and the Banner Advisory Board.

About Modern Wealth Management

At our firm, we have the client and only the client in mind. Our mission is to get to know and understand the client's needs, wants, and long-term goals. We want to help clients develop, implement, and monitor strategies that are designed to address individual needs. We understand the challenges families face today ant the uniqueness of every situation. From managing debt, to saving for college, to retirement; these personal finance challenges can be overwhelming. Our commitment is to utilize all of our resources to help clients pursue their goals. We believe in thinking out of the box and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All of our energy, commitment, and efforts are focused on the client, and their satisfaction.

Advisory Services Provided:

Risk Management, Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services, Estate Planning & Trusts

Financial planners at our firm focus on several areas of financial planning: retirement planning, goal planning, estate planning, investment planning and management, education planning, charitable giving strategies and planning, insurance planning, business planning, employee benefit analysis, and many more. Each financial planner is a CERTIFIED FINANCIAL PLANNER™ and an Accredited Investment Fiduciary®. John Engler, Matthew Garrow, and Timothy Roth have been guest speakers on financial planning, retirement, and estate planning topics for The Ohio State University Extension for the past several years. Matt and Tim have each served as President of the Society of Financial Service Professionals, Toledo Chapter. Tim currently serves on the Board of Lutheran Ministries of Mercy. Matt serves on the Morenci, Michigan Downtown Development Authority Board and is actively involved with the Kiwanis Club of Morenci. John is a past board member of the FPA of Northwest Ohio. Outside of the office, Matt farms 534 acres in Northwest Ohio with his brother where they grow corn and soybeans. Karla Stanton understands the challenges families face in balancing daily life while saving for the future, so she focuses her practice on the financial goals of families while still assisting clients who are focused on retirement and other goals. Karla has been actively involved in the Northwest Ohio/Southeast Michigan communities her entire life.

About Engler, Garrow & Roth, Ltd

Engler, Garrow & Roth, Ltd. is a financial planning and wealth management firm with a focus on offering financial planning to the communities we serve. John Engler, Matthew Garrow, Timothy Roth, and Karla Stanton, all CERTIFIED FINANCIAL PLANNER™ professionals, have a commitment to principles put forth by the CFP Board. Each planner is registered with Sigma Financial Corporation as a registered representative and is an Investment Advisor Representative of Sigma Planning Corporation. The members of our firm have various active memberships in professional organizations, such as the Society of Financial Services Professionals (SFSP). Staff members are also active in several area Chambers of Commerce, service groups, and charitable organizations. Engler, Garrow & Roth, Ltd. has a goal to partner with clients who are committed, dedicated and motivated to reaching their financial goals by collaborating with clients to develop personalized comprehensive financial plans. You can find more information by researching each planner at www.finra.org, www.adviserinfo.sec.gov, www.cfp.net and www.insurance.ohio.gov.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, Risk Management, Education Funding and Planning

Timothy T. Van Houten is a third-generation native to the Phoenix area and has been in the financial investment industry since 1994. Tim has partnered with top elder planning attorneys (both local and out of state) to help deliver valuable information to his clients, based on sound legal advice and conservative, asset protection principles. Tim is an Ed Slott-trained IRA specialist and has extensive training and education regarding issues facing retirees. His firm, Van Houten & Associates, is a member of the Arizona Better Business Bureau. Tim himself is a graduate of Arizona State University and lives in central Phoenix. He is also a fiduciary and a National Social Security Advisor (NSSA).

About Van Houten & Associates, Inc

As independent financial advisors and fiduciaries, we're able to tailor plans to meet your needs and our services include: Social Security Maximization Strategies | Retirement Income | Asset Protection | Wealth Distribution | Tax Planning | Investment Planning | Legacy Planning | Retirement Plan Rollovers & Conversions | [401(k)s, 403(b)s, IRAs, Roths, etc.]

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management, Insurance Products & Annuities

Todd has is a life-long resident of Nebraska. Todd and his family are members of the United Methodist Church and Todd has served on the Financial Benefits board at his church and Evangelists Board of his church. Todd enjoys ushering at his church the most; this is a great way to help meet people from all walks of life and help them find a seat to learn to live in a Christian way. Todd received his LUTCF designation through financially accredited courses through the National Association of Insurance and Financial Advisors. He is also a member of the Nebraska Better Business Bureau and has received the Honor Roll Award for Professional Standards of Business. Todd is a Financial Advisor and is certified 403b & 457 planning specialists, working with teachers and also public employees in Nebraska in helping them build a retirement savings. Todd is recognized for his role in working with Community Colleges across Nebraska as a Social Security & Financial Advisory Specialist. Todd is the founder and President of Brokerage Specialists, a Registered Investment Advisory Firm. The Income Advisory Program helps his clients to get returns on their investments in any kind of Market Cycle. Todd specializes in helping his clients in protecting their retirement assets. His focus is to help his clients prior to retirement and after to receive safe alternatives to risk based investments. Todd believes that competitive returns dont have be compromised by risk!

About Brokerage Specialists, Inc.

Brokerage Specialists, is a fiduciary investment advisory firm, WE do not sell securities we provide you our Asset management services and advice. Much like a doctor will advise you on your health. We do the same with your retirement plans such as 401k, simple IRA's and Roth IRA's. our firms core principal is to always work for the individual investing money and not the Investment company. This is why we do not sell securities, but offer you our professionally managed investment portfolios. We will also give you a monthly performance report on your assets under management. This is our score card on how your investments are being managed. We will advise you on these topics: 1. Social Security planning with a personalized report on your own benefits, and when to collect them. 2. A Color of money risks analysis, This report gives you a detailed report on how much risks you are taking in your investments. 3. A GPS Report, this is our compass report and this will give you a income based report on when to take money from each of your different retirement plans, including Social Security. Brokers sell products, a fiduciary investment advisor sells advice and management services.

Bryan D. Beatty, CFP®, AIF® Financial Planner / Partner of Egan, Berger & Weiner LLC 23 years of experience in the financial industry as the principal of an independent financial services firm specializing in all aspects of investment and retirement planning. Graduate of University of Maryland with a BS in Finance; former president of the Finance, Banking and Investment Society. CERTIFIED FINANCIAL PLANNER^™ Practitioner Active member of the Financial Planning Association, Executive Board Member, Treasurer An avid lifelong musician, Bryan plays guitar and writes music in his spare time and occasionally plays area venues. Originally from Baltimore, Maryland, Bryan has lived in Northern Virginia since 1992. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER^™ which it awards to individuals who successfully complete the CFP® boards initial and ongoing certification requirements.