About Personal Capital

Ready to take control of your finances? Personal Capital is here to help. We have objective fiduciary advisors ready to analyze your financial situation, and help you build a personalized, holistic plan.

The holistic financial plan recommendation is yours to keep, no strings attached.

There's never been a better time to get a second opinion on your financial future. Schedule a call with Personal Capital today.

WHY USE PERSONAL CAPITAL

Personal Capital provides a unique combination of award-winning financial tools and personalized, human advice.

Work with our team of licensed fiduciary advisors to build a free Personalized Plan that's yours to keep. You and your advisor will use our comprehensive array of free money management tools to identify and alert you to opportunities for investment management, retirement planning, and cash flow.

Setting up your dashboard will make your discussion with an advisor -- whether ours or a competitor's -- more productive. And it's completely free to get started:

1. Customization begins by learning about your entire financial situation and goals. Use our free dashboard to get a 360-degree view of your money and see all your accounts in one place, including your investments. And go deeper with our planning and analytics tools.
2. Our team of licensed fiduciary advisors understands that every investor is unique. With the dynamic tools, work with your advisor to build a complimentary Personalized Plan that is yours to keep, whether you decide to work with us or not.
3. Get Wealth Management custom-tailored to your unique situation. Together, we design a portfolio that's based on your preferences, and what stage you are in your life. We charge one all-inclusive management fee at a fraction of the cost of traditional financial institutions. There are no hidden fees, no trailing fees and no trade commissions.

Personal Capital Advisors Corporation ("PCAC") compensates WiserAdvisor ("Company") for new leads. ("Company") is not an investment client of PCAC.

Portfolio Management, Wealth Management

About Dash Investments

The Retirement Planning Experts for Over 20 Years. Dash Investments offers Comprehensive Financial Planning, Retirement Planning, and Investment Management services. Dash is a fee-only Independent Fiduciary Investment firm recently featured by "Money Magazine" as one of the top advisors in the country and has also been featured in Forbes, Wall Street Journal, and numerous other publications. Client portfolios are personally overseen by our Executive Investment Committee, a team with over 50 years of combined experience. Heading the committee is Founder & Chief Investment Officer Jonathan Dash. Mr. Dash graduated from the University of Southern California in Finance and has also completed numerous Executive Programs at both Harvard Business School and Columbia Business School covering Corporate Restructuring, Financial Analysis, and Valuation. Our Philosophy is that each client deserves individual attention and proactive service. We want to be a partner in your success.

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, Estate Planning & Trusts

John A. Kvale CFA, CFP, is the founder of J.K. Financial, Inc. and with 29 years of industry experience is currently the president of J.K.Financial, a fee only total financial planning. J.K. Financial specializes in total concierge financial planning and wealth management. The company has a global presence, serving individual and institutional clients across the United States as well as multiple clients residing in foreign countries.

About J.K. Financial, Inc.

J.K. Financial, Inc. is a Fee Only, Financial Planning and Wealth Management firm that acts as a fiduciary for clients. The firm's founder, John A. Kvale is a CFA Charter holder, and CFP designee, with 18 years of experience. Incorporated in 1995, with the sole purpose of financial advisory services, J.K. Financial, Inc. is a Registered Investment Advisor with the Securities and Exchange Commission. The firm specializes in investment management, and proactively selects individual equities, ETFs, low cost mutual funds, and individual bonds for client portfolios, on a fully discretionary basis. J.K. Financial, Inc does not accept commissions, soft dollars, or order flow rebates. Members of the firm strictly adhere to the CFA Institute Code of Ethics. The firm currently accepts new clients, with investable assets of $1,000,000 or more.

Advisory Services Provided:

Retirement Planning, 401K Rollovers, Financial Planning for Individuals

About Ascent Capital Partners

Meaningful business relationships require real connections. As such, when managing a family's money, it's not enough just to have our interests aligned with our clients. As a Fiduciary, we aspire to foster a genuine, human connection built on trust and the desire to help families prosper. We handpick our partners and clients. Each of our family relationships is long-term and extremely valuable to us. We do our best for people that we have authentic relationships with. We don't subscribe to cookie-cutter investment strategies. Our process relies on implementing innovative, high-level investment strategies normally inaccessible to most. We custom-tailor our process to our clients' unique needs and always keep their best interests in mind. Your family is unique - we are too. We offer specialized advisory services that offer access to complex financial planning strategies and private markets for those, such as entrepreneurs and medical professionals, who would benefit from alternative thinking. Innovation in financial advisory means being at the cutting edge of opportunity. From public stocks to pre-IPOs, Venture Capital, Growth Capital, Real Estate - Hedge Funds, we help our clients responsibly diversify their portfolios into dynamic alternative investments.

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, Estate Planning & Trusts

Zach Allen is a partner of Disciplined Advisors Group (DAG). He is responsible for overseeing day to day operations, service, and cultivating relationships in the community and business arenas in the Dallas, TX branch of DAG. Zach began his career in financial services in 2000 as an intern for Morgan Stanley's trading department in New York City. After graduating from the University of Texas at Austin in 2001 with a degree in Economics, Zach earned his law degree from the Sturm College of Law at the University of Denver. While in law school Zach focused on estate planning by working for Bank of America's trust department in Dallas, TX and with the estate planning firm of Ambler and Keenan in Denver, CO. After passing the Colorado State Bar, Zach joined Banc of America Investment Services as a financial adviser in Scottsdale, AZ. In 2009, Zach decided to return to his roots in Dallas and worked for Chase Investment Services as a financial adviser before completing his long term goal of joining DAG to work with his father and Stubbs. Like his father and Stubbs, Zach is committed to the community and most notably was as a committee member for the Fiesta Bowl in Scottsdale , AZ. Zach is an avid golfer and overall sports enthusiast. His is also a proud owner of a chocolate Labrador Retriever.

About Disciplined Advisor Group

We're here to help you achieve your financial goals, manage your money and ultimately, better your life. Unlike many other investment firms that use a cookie-cutter financial plan for all their investors, we apply our Purpose-Based Asset Management approach. By creating separate compartments for each investor's multiple purposes, we create a structure that allows for a prudent, less emotional investment decision-making process. We believe that markets are efficient and investment returns are determined by asset allocation and the passage of time, not by manager selection or market timing. We are focused on your security and work tirelessly toward one goal: help you achieve financial peace of mind. As a boutique money management firm, we offer you a service that is personal, private and exclusive. We know you can go many places for financial advice, but the clients of Disciplined Advisors Group benefit from the more than six decades of investment experience in which we are backed. As an independent advisory group, our advice is not influenced by a corporate parent and we are free to choose the right solutions for you. At Disciplined Advisors Group - trust, commitment and caring make up the foundation that provides services to our clients.

About Allworth Financial

Allworth Financial has been providing transparent, straightforward, and honest financial advice to individuals and families for more than 26 years. They are a fiduciary, fee-based firm that focuses on helping people achieve financial confidence. The advisors at Allworth are not salespeople, so their sole interest is providing the recommendations and advice people need to hear. During your free consultation, the advisor will listen to your goals, answer your questions, and lay out a series of next steps for success.

Advisory Services Provided:

Retirement Planning, Tax Advice and Services, Estate Planning & Trusts

Bryn and his wife, Sarah, live in Lewisville, Texas, with their three children. In his free time, he enjoys spending quality time with his family. He is also an active member of his Church. On the weekends, you will find him attending his children's various events and you might occasionally catch him on the golf course with his wife and children. Bryn helps clients identify where they are and what they want to accomplish, and then provides proven strategies to help them realistically and efficiently achieve their financial goals. His clients include individuals and business owners for whom he helps develop customized planning. This is accomplished by using a broad range of planning strategies that incorporate innovative solutions for both investment and retirement goals, as well as legacy and estate planning.

About Guided Path Financial

For most people, a comfortable retirement is an admirable aspiration, but unless you track, quantify, and attach a time frame to this aspiration, it rarely becomes an attainable goal. That is where I come in - I will help devise various savings and investing strategies unique to your needs, and we work together to achieve your financial goals . It is my passion to help others find financial freedom and independence by establishing clear goals and practicing financial discipline. As an independent advisor, I have no incentive to recommend only proprietary investment products, so you have the assurance that I am free to act only in your best interest. I provide access to a broad range of investment, retirement, and estate planning strategies. Backed by a team of dedicated professionals and a company committed to service and growth, I take a long-term relationship approach to working with my clients.

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, Estate Planning & Trusts, Insurance Products & Annuities

About Retirement Planners of America

Retirement Planners of America (RPOA) is a national Registered Investment Advisory firm based in Plano, TX, with 14 offices in Texas, Arizona, California, and Oklahoma that manages over $4.7 billion for over 8,000 clients. * Our credentialed Retirement Planners provide financial and other retirement planning services to individuals who are retired or retiring soon. Our ideal client has at least $250,000 in investible assets. For More information, call 866-551-1705 (*As of December 31, 2021)

Advisory Services Provided:

Retirement Planning, Wealth Management, Education Funding and Planning, Tax Advice and Services, Estate Planning & Trusts

About GDS Wealth Management

At GDS Wealth Management, our goal is to provide clients with highly personalized and attentive financial advice, coaching, and administrative support. Our experienced team of local financial planners is proud to offer the families and individuals we serve both the credentialed guidance and expertise needed to help you reach your lifelong financial goals. Helping manage your wealth is highly personal, and we take this task very seriously. As investment advisor representatives, we work alongside you, focusing not only on the management of your finances but also the role these decisions play in the grander scheme of things. We strategically formulate investing services for high net worth into your plans and goals, taking careful consideration at each step to ensure you're happy with the plan. At any point along the way, changing or fine-tuning the investment strategy to better accommodate your goals is always your choice.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, Money Management, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management

Ken does not believe in cookie cutter financial plans. Everyone's needs and goals are different; what may make sense for one person may not make sense for another, even if they are at the same age or stage in life. To Ken, financial independence means reaching the point where work becomes optional and retirement becomes affordablebut each person might define that differently. This is one of the things that sets Ken apart from other advisors; his commitment to thinking holistically and creatively so that he can help his clients work towards their unique financial goals.Ken is dedicated to helping clients pursue financial independence through practical, values-driven financial plans. Ken focuses on advising clients how to pursue their financial goals, pay less in taxes, affordably pay for college, invest smarter, and properly protect their hard-earned assets. He thrives in his role as a financial mentor and enjoys guiding individuals and families through all stages of their financial lives.

About Peak Financial, Inc.

I have been an Independent Financial Service Representative since 2000, and have been involved in business management and finances for over 20 years. As any independent advisor, I specialize in working with individuals and small businesses to provide solutions that help his clients to reach their financial goals. While some financial advisors focus on selling products, I focus on solutions, specifically customizing plans to suit my clients' individual needs. I educate clients to lessen their worries and to help them make more informed financial decisions, by offering a professional, independent and unbiased viewpoint. I focus on helping a select group of high net worth individuals and retirees to manage all aspects of their financial lives from investment strategies, retirement planning, estate planning issues, risk management and retirement income distribution. Registered Representative offering securities and advisory services through Independent Financial Group LLC, a registered broker-dealer and investment adviser. Member FINRA & SIPC.

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

Brian is dedicated to providing each of his clients with a comprehensive and personalized plan to help reach their financial goals. Brian's extensive knowledge and experience has helped countless clients make the vision of their future a reality by helping them achieve financial freedom. Brian started his career in the 90's by working for a large bank to help pay for college. During this time, he learned the meaning of serving clients well. He quickly moved up the ranks and was managing client relationships rather early in his career. As a relationship manager for high net worth clients, Brian saw firsthand how people react to many financial situations out of emotion. This is common but often significantly hurts clients by not following a well-designed plan that accounts for these situations. It was then that he decided he wanted to confidently help clients answer the questions we ask ourselves. Questions like "am I on track to achieve my goals" or "do I have enough to last the rest of my life". Brian knew he wanted to work with SageSpring after meeting the leadership team and many future teammates in all different seasons of their career. Brian came on board in 2013 knowing the strength SageSpring offers in their commitment to a strong Christian culture and great team atmosphere that is unmatched. As a CERTIFIED FINANCIAL PLANNER^™ practitioner, Brian partners with his clients to simply help them achieve their goals. This includes detailed tax planning, insurance planning, estate planning as well as investment management and so much more. His goal is to identify any potential threat to a long-term plan and take steps to eliminate that threat which allows his clients to reach their financial goals and experience freedom. When outside of the office you can find Brian spending time with his wife and best friend, Ali, three daughters and grandmother who lives with them. He jokes that he is surrounded by women and never gets the TV remote. Each one of these relationships has continued to shape him and make him a better advisor/person. Brian is active in his Church serving on Sundays, leading a home group, leading a men's group and participating in a business group. With three young daughters there isn't a lot of free time but he wouldn't have it any other way. **Certified Financial Planner Board of Standards Inc. owns the certification marks CFP^®, CERTIFIED FINANCIAL PLANNER^™ CFP^®(with plaque design) and CFP^® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

About SageSpring Wealth Partners

SageSpring Wealth Partners operates as a family. Through our broker-dealer, Raymond James, we have the support of a large company, while offering you the intimate service of a small firm. We build our relationships through trust. Over time, we come together to serve you in your pursuit of financial independence and a plan for the future.

Preparing for that next step in life isnt always easy. My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs. Whether your goals include preparing for milestone life events like retirement or college, or whether youre simply looking for life, disability income or long-term care insurance protection, I promise you a new level of attention, insight and capability. Contact me to discuss your financial future. I have been a resident of Dallas for over 34 years. I reside in Mckinney, Tx. with my wife Tammy, whom I have been married to for 26 years, and our two children Taylor (16) and Addison (14). I enjoy coaching my daughter's volleyball team, playing basketball and golf. I graduated from Texas State University, where my wife and I met.

About JMG Wealth Management

At JMG Wealth Management, I take a client's needs approach. Everyone is different for what they are trying to attain. I listen to what my clients disclose to me and research for them how to best reach their objectives. I have been securities licensed since 1995 and insurance licensed since 1998. My 20 years of experience in both the securities arena as well as the insurance arena helps my clients address these needs. As of today, November 2021, my 200+ Clients have entrusted me with their assets in excess of $22M. My objective is to educate my clients and explain what my recommendations are and why. I want my clients to walk this journey with me and be involved. One thing that has always been a precedent of mine is finding a solution for my clients. I believe in finding the "square peg that will fit in the round hole." This method allows me to research for my clients and find the best case scenario for each of them rather than a "cookie-cutter approach." It is the challenge of this business and what I look forward to everyday. I assist my clients in the areas of asset management as well as insurance needs, if the need exists. If you are looking for someone that will explore the full financial arena for you or to manage your assets then give me a call.

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, Insurance Products & Annuities