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

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.

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.

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.

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

Contact James D. Yurman & Associates, Inc. for financial planning at (216) 815-3102 in Cleveland, OH. Hire a financial consultant who is equipped to handle your investments.

Strategic Investment Advisors is an established regional wealth management firm with 3 locations in NorthWest Ohio. We provide wealth management and retirement plan services driven by personalized attention tailored to your needs. Our clients are successful people who have achieved success and seek professional guidance to establish an integrated plan for solving their financial challenges and enhancing their financial situation. Often, their experience and needs require solutions that go beyond traditional investment consulting. Our ongoing process begins by understanding the unique circumstances of our clients to then coordinate solutions with them, their advisors, and our network of experts. Our firm was formed in 2005 with the merger of the wealth management practices of Mark Klopfenstein and Scott Hohman. Today Mark and Scott continue to serve as the company’s leaders with advisory experience dating back to 1992.

Freedom Beyond Wealth specializes in providing household financial consulting and money management services while also offering financial services for businesses as well.

Serving Cookerville, TN and outlying areas, David Hatcher and associates are offering the following services but not limited to investment, retirement and insurance needs and financial planning and education planning.

Ray B. Parnell, Jr. and Lincoln Financial Advisors, a premier fee-based financial planning firm, can help guide you toward a more secure future. We believe that it's not only our responsibility to help you make the most of your income and assets, but also to help you make the most of your life. It's our plan for your future. Our overriding philosophy - the one that distinctively defines the way we do business - is

Our firm provides custom tailored, focused & efficient financial advice. With over 75 years experience our only mission is to assist our clients reach their ultimate goal(s). While deep-rooted in the Savannah & surrounding communities, we pride ourselves on genuinely helping individuals, families & businesses through honest & unbiased conversation. We offer: Wealth/Portfolio Management Retirement Planning Long-term Care Planning Life & Disability Insurance Planning Medicare (insurance, supplements, prescription, advantage, etc.) Feel comfortable knowing that when working with one of our Wealth Management Advisors you are our priority. Business Email : [email protected]

Lynn Hathorn Agency located in Farmington Hills, provides comprehensive retirement income planning, social security maximization, and insurance services to individuals in the Farmington Hills, Michigan area including Smith County. Lynn Hathorn Agency has provided professional retirement income planning to Michiganders since 1996. Call us today for a complimentary no-obligation consultation.

Serving St. Louis, MO and outlying areas, Jeffery Severin and associates of Severin Investments, LLC are offering the following services but not limited to financial planning, financial planner, annuited, financial advisor and money management.

Raleigh Financial Planner Pros helps people set up superior financial and retirement plans that are tax free, 100% safe from market declines, have unlimited contribution limits, and are completely private and liquid. Our fees are the lowest in the industry. Call or click today to find out more and schedule your free 15 minute analysis call.

Financial Planning is much more than dollars and cents. It is much more than accounts, investment and insurance. Progressive smart Financial Planning is Purpose, Health, Family, Money, Estate and Legacy. At DFP Financial & Consulting we take a full comprehensive approach that is much more than money or investments, it’s finding “True Wealth” in life and legacy

Serving Muskogee, OK and outlying areas, John Vecchio and associates of Select Financial Group are offering the following services; Insurance and Annuity products, Estate Conservation, Tax Management, Financial Planning and Investment Planning.

Many people believe RainierView represents the view OF Mt. Rainier. It's a reasonable assumption since Mt. Rainier is majestic, seen from many points in the Puget Sound Area, and an icon of the Pacific Northwest and Seattle. However, RainierView refers to the view or perspective FROM a high level like Mt. Rainier to a multitude of destinations. We feel that financial planning isn't about helping a client reach one point in their financial picture. We feel we can serve as a guide for clients to achieve multiple destinations in their financial journey. We help them understand where they want to go. Evaluate the various routes and ultimately be with them as they navigate all complexities of their financial journey. WHAT MAKES US DIFFERENT Financial advisors may be a dime a dozen, but RainierView Advisors, LLC is proud to be different. Understanding out clients and LISTENING to their needs is one of our biggest priorities. We want to do what's truly best for our clients, rather than just what can be defended. The easiest strategy may not be the best one, and we will go above and beyond to do what's right for you and YOUR NEEDS. Instead of developing a financial plan and leaving you to figure it out on your own, we will be BY YOUR SIDE, helping you execute it in order to create a stable foundation for your future. We will do more than simply help; we want to build a BASE OF KNOWLEDGE that can benefit you forever. By simplifying the complexities of the market and economy for clients so they can make more confident and better decisions, we can help each and every person we work with LEARN the necessary skills to succeed. We are good at what we do and if we can't provide you with the services you need, we will REFER you to someone who can. We do not give nor receive compensation for referrals, so you can be sure anyone we recommend is truly the right fit for you. Our only compensation is from the advice we give to our clients so only goal is to have successful satisfied clients. REDUCING CONFLICT: FEE-ONLY ADVICE As a fee-only independent financial planning firm, it's our goal to design an approach that fits your needs. Unlike firms that receive additional revenue for promoting particular resources, products, or investment options, all of our income comes from the services we provide to our clients. Fee-only advisors position themselves as neutral parties; and that includes not accepting payment by firm to sell their products and solutions. Whether you need advice

Serving Lincoln, NB and outlying areas, Steve Hill and associates of Hill & Assiciates CPAs, PC is offering the following services not limited to; accounting, income tax services, investments, financial planning and retirement.

We help our clients achieve their dreams for today, tomorrow, and well into the future — using our exclusive Confident Retirement® approach. It starts with a personalized conversation about covering essentials, ensuring lifestyle, preparing for the unexpected and leaving a legacy. By breaking your financial goals down into doable steps, we can help take the uncertainty out of planning for your financial future. Take a few minutes now for a quick confidence check. We’re here to help you live the life you’ve earned. When you have the right financial advisor, life can be brilliant.

Serving Wakefield, MA and outlying areas, Steve Napier of Baystate Financial is offering the following services not limited to; financial planning, college funding strategies, employee benefits, insurance needs and investments,

Richard London Financial is a premiere Financial Planning service in Las Vegas who is committed to serving the needs of high net worth clients in Nevada, providing a wide range of customized financial strategies. We focus our time navigating with clients through their individualized personal needs offering unbiased and tailored financial advice.