Parker Wealth Management is a Financial Planning firm servicing individuals with wealth management advice and planning.

Coleman Financial Advisory Group and it's principal James W. Coleman has a core belief and primary goal of operation to become the most knowledgeable and trusted advisors serving the financial needs of its clients. The firm maintains this focus by employing a truly client centered financial planning process of identifying and prioritizing client goals and objectives, analyzing your situation, proposing realistic and comfortable solutions, and monitoring your situation as either the economy, the tax code, or your situation changes over time. As experts in retirement and estate planning, Coleman Financial Advisory Group has helped many clients over the past 20 years by helping them with retirement income strategies, reducing investment risk, protecting assets, leaving money to children or grandchildren all while living a financially comfortable life today. At Coleman Financial Advisory Group we treat every client as though they are our only client.

Whether it’s planning for retirement or saving for a child’s college education, everyone has investment goals that matter. The necessity of having ready access to professional financial advice at affordable rates is why Evergreen Advisors, Inc., in Covington, Kentucky launched. The team of wealth advisors are dedicated to looking out for the best interests of their investors.Evergreen Advisors, Inc. offers several services that appeal to every aspect of your life, including: Retirement Planning: There are many aspects to creating a plan to save for your golden years. Many people may believe that as long as they are contributing to their retirement plans, their financial planning is complete. Let the financial consultants at Evergreen Advisors help you see if you are really contributing enough to retire comfortably and to come up with a retirement plan that will fit your lifestyle.Investment Planning And Risk Management: Need assistance moving some of your savings to a more diversified portfolio, or do you want to review your current portfolio to see if you're getting the maximum amount of return for your investments? The team of financial planners at Evergreen Advisors will go over your goals to make it happen, including making strategic moves for education planning and stock option management.Cash Management And Budgeting: Having a realistic plan to pay down debt is an essential component of financial planning. Evergreen Advisors, Inc. specializes in creating custom debt management plans to manage credit card debt, car payments, mortgages and school loan debt.Estate Planning: Many people don't have an estate plan or will. The danger here is the state may have the authority to name guardians for your children in the event that something happens to you. Evergreen Advisors, Inc. will record your wishes in a living will, which is a legally-binding document, so you can feel at ease about your family's security.Evergreen Advisors, Inc. is committed to offering financial planning that won’t break your budget.For $99 a month, the following services are available through the MyProPlanner membership program: Accessibility: With Evergreen Advisors' MyProPlanner, you'll have on-call access to a financial advisor any time you need help.A Plan: The advisors at Evergreen will help you come up with a financial plan for all your big investments and savings.Annual Reviews: Each year, you will have the opportunity to revisit your plan and go over any changes you'd like with

No Longer In Business

Classic Financial is a full-service boutique financial firm that specializes in helping individuals, small businesses and health professionals achieve their financial goals. As fiduciaries, we pride ourselves on making sure our clients understand and are completely educated on every product and program before implementation. In addition, Classic Financial provides the proper strategies and ideas to protect individuals, families and businesses from unforeseen events. Classic looks at themselves as a “Cradle to Grave” firm. Our team is a group of professionals that have recognized that no two individuals, families or businesses have the same financial situations or goals. We develop tailored strategies and solutions to reach these objectives. By working with others that specialize in designing programs such as Profit Sharing Plans, Defined Benefit Pension Plans, 401K plans, we help individuals and businesses create deductible opportunities to achieve their retirement goals. In addition, we design diversified investment portfolios according to individual risks by implementing Modern Portfolio Theory. In summary, Classic Financial & Insurance Services, Inc. looks at themselves as the “Quarterback” for your team. We work with professionals such as your pension administrators, accountants, and attorneys to help provide the most efficient ways of accomplishing your goals, objectives and dreams throughout your life.

She practices in Corona, CA. Dr. Wheeler also supervises the LOW FEE COUNSELING CENTER. She is a popular presenter and speaker and has presented tools for therapists at local CAMFT chapters. Dr Wheeler is the author of several books designed to teach tools to people interested in releationship and personal growth. Dr. Wheeler has more than 35 years of experience treating both couples and individuals, and she specializes in using TOOLS to accelerate therapy progress and healing. She offers couples the tools to grow out of unhealthy patterns and raise their relationship to a higher level of love. Tools for individual therapy helps clients improve their lifestyle and reduce stress from buried feelings that cause triggers, moods, anxiety, depression and anger. Dr.Wheeler incorporates a blend of conventional and alternatives approaches, drawing upon a wide variety of styles and techniques. Dr. Wheeler offers groups and workshops which make therapy more effective and affordable and are a good supplement to on-going therapy. She also offers training groups to therapists in using tools with couples. Dr. Wheeler is the founder of the Therapist Speaker’s Bureau.

Weyhill Investment Counsel is an independent, fee-only wealth management firm committed to helping clients work toward maximizing their assets, enhancing the quality of their lives, and realizing personal and financial goals. For over a decade, we’ve provided personalized financial planning, disciplined investment management, and retirement planning services to individual investors, families, and employer-sponsored retirement plans. As a fee-only Registered Investment Advisor, we do not sell products, and thus are uniquely qualified to offer you truly objective insight and financial advice. We are your advocates working only for you, with no conflicts of interest associated with commissions, bonuses or hidden fees as we do not accept them. This independence allows us to remain completely impartial in our counsel regarding your financial assets, giving you the peace of mind that comes from engaging in only the most trusting relationship.

We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client.

Serving Boca Raton and the outlying areas, Philip Poole of Poole Wealth Solutions is offering the following services but not limited to; investment, insurance, financial, and retirement planning, and 401k rollover information.

Planning is the doorway to what's possible... As one of our UBS Financial Advisors who was nominated to attend the UBS Wealth Advisor program and who earned this prestigious designation, we are especially qualified to provide highly personalized wealth management services to our clients. We truly understand that wealth management is more than just access to the wide range of financial services and solutions at UBS – it is how those services and solutions are tailored to help you achieve your personal financial goals and dreams. The UBS Wealth Advisor program has allowed us to expand our knowledge in holistic wealth management issues and concerns that better position me/us to serve you in today's marketplace. We are proud to leverage our expertise to help you embrace your financial future with confidence – and partner with you at every turn.

Phoenician Financial Planning seeks to identify what our clients value. Everyone has unique dreams, goals, needs, and desires. Our job is to discover what money means to you: retirement, a child’s education, your own business, a home, or simply peace of mind… obtaining these things is why you work so hard. Once your goals are understood, we will work together to build an individualized plan that allows you to achieve them.

EPA Financial Services, Corp. is a family run financial planning firm servicing all of New Jersey since 1977. We are an independent financial planning firm who treat our clients like our own family. We are independent which means we are not tied to any one company or product. Your family's finances are our family's business

Serving Minneapolis, MN and outlying areas David Schwandt of PlanViser Financial is offering the following services Cash Flow Management, Risk Management, Investment Planning, Tax Planning Strategies, Retirement Planning, and Estate Planning