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

Serving San Ramon, CA and outlying areas John Kim and associates of Sourjohn-Kim Retirement Solutions is offering the following services not limited to; Retirement Planning, Financial Planning, Education Planning, Investments and Retirement.

Clarity Wealth Management is a company committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners. We believe you will be better able to identify your goals and make sound decisions to help reach them by our providing sound financial information.

Serving Omaha, NE and outlying areas, Kyle Miller of KLM Investment is offering the following services not limited to: Retirement Planning, Estate Planning, Risk Management, Investment and Financial Planning.

At Wallace Financial Insurance Solutions, we are your trusted allies who are here to meet with you and get to know you and your goals. At the same time, Bill Wallace is a Member Agent of The Nautilus Group, who are nationally recognized and respected specialists. This access to combined knowledge and experience is yet another key advantage that sets us apart from other financial professionals.

All-Inclusive retirement living providing assisted living and memory care senior apartments and cottages in Fountain Valley, CA. Contact us for a tour!

Serving Coral Gables, FL and outlying areas, Yousef Surmawala of MetLife is offering the following services not limited to, family protection, retirement planning, education funding, and estate conservation.

The Regent is a Vibrant Independent Living residence in Wichita, Kansas, dedicated to providing the highest levels of personal service and a warm, comfortable and actively social environment that will enrich your life. Our approach to care celebrates your unique personality and lifestyle with services designed especially for your needs, so you'll thrive in an environment of friendship, family and support that values and respects your privacy, dignity and independence.

J. Martin Wealth Management provides financial services and investment management. Specializing in retirement planning, preservation, and distribution strategies. Help with Social Security and 401k rollovers, lifetime income solutions. Office located in Chandler, AZ.

Caleb Whicker - Thrivent is located in Carmel, IN and is dedicated in providing quality services on Retirement planning, 401k, Roth IRA, Individual Retirement Account, Small Business, Commercial, life insurance, retirement income, long-term care, wealth protection, mutual funds, annuities, whole life, term life, disability insurance, debt elimination, Investments, Financial Planning, mortgage protection, business insurance, personal pension, cash value insurance, social security maximization, Final Expense, Universal Life, Variable Universal Life etc. Call us today at (317) 785-3533. We can help! We look forward to serving you. Business Mail : [email protected]

Daniel Mark Pilchard - New York Life Financial Professional is located in Timonium, MD and is dedicated in providing quality services on Retirement planning, 401k, Roth IRA, Individual Retirement Account, Small Business, Commercial, life insurance, retirement income, long-term care, wealth protection, mutual funds, annuities, whole life, term life, disability insurance, debt elimination, Financial Planning, mortgage protection, business insurance, personal pension, cash value insurance, social security maximization, Final Expense, Universal Life, IUL, Fixed Income etc. Call us today at (443) 880-2157. We can help! We look forward to serving you.

Oakwood Summit, LLC is located in Rio Rancho, NM and is dedicated in providing quality services of Retirement planning, Estate Planning, 401k, Roth IRA, Individual Retirement Account, Small Business, business tax reduction, retirement savings,life insurance, retirement income, long-term care, wealth protection, mutual funds, annuities, whole life, term life, disability insurance, debt elimination, Investments, Financial Planning, mortgage protection, business insurance, personal pension, cash value insurance, social security maximization etc. Call us today at (505) 892-1209. We can help! We look forward to serving you.

Hunters Woods at Trails Edge offers exceptional Senior Living Facilities in Reston, VA, designed to provide comfort, care, and community. Our Luxury Senior Living options feature modern amenities and personalized services, creating a fulfilling lifestyle for every resident. We provide a vibrant Senior Independent Living Community where active seniors can thrive, along with compassionate Senior Care support when needed. For those requiring extra assistance, our welcoming Assisted Living Facility ensures dignity and respect at every step. Whether you’re seeking Senior Independent Living or supportive care, Hunters Woods at Trails Edge is dedicated to creating a safe, engaging, and enriching home for seniors.

I value the opportunity to help you discover how a Reverse Mortgage will benefit your life.

We offer financial peace, even after death. Should someone pass away, we offer our services to the beneficiary, making sure they receive everything that is entitled. Not sure what type of savings you currently have? Not a problem.

Associates of Cornerstone Financial Group, Inc. provides a wide range of retirement/estate planning, employee benefits/executive compensation programs, personal insurance and investment* strategies to help maximize professional and personal financial goals. For more than 31 years, businesses and affluent individuals have depended on Cornerstone Financial Group, Inc. Our associates are knowledgeable individuals who are eager to serve you and your needs. While each member of Cornerstone Financial Group, Inc. serves a specific area of financial need, they interact with other associates to provide a full range of services with a minimum of duplication. We welcome an opportunity to provide specific, detail, and dynamic planning ideas to assist you in attaining your financial objectives.

Colorado Financial Solutions, Inc. offers people in our community a full range of financial products and services. We believe that tax planning, retirement planning, and estate conservation should be priorities for individuals and families of all ages and income ranges.Because so many people regard financial planning as complex and confusing, they often miss out on rewarding financial opportunities. They also take unnecessary risks and can often fail to adequately protect their assets. That`s where Colorado Financial Solutions can help. Our goal is to take the mystery out of investing, risk management, preparing for retirement, security during retirement, and preserving and transfering wealth to the next generation. By helping you acquire the information you need to pursue your financial objectives, we hope to establish a long and trusted relationship with our clients.

Find a home in Friends House Retirement Community and receive assisted living services that make daily tasks easier. Call us now at (877) 896-5224 in Sandy Spring, MD, for more information.

Call IUL Wealth Creation at (844) 394-2843 in Vienna, VA, for innovative retirement planning and worry-free financial solutions.

We are a full-service financial firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners. We believe you will be better able to identify your goals and make sound decisions to help reach them by our providing sound financial information.

Freedom Financial Services is a financial service organization designed to provide you with the things you need to build your financial future. Our staff consists of experienced professionals with a “hands on” approach to financial guidance.

Plan for your short and long term goals. Develop a lifelong habit of savings. Protect your Earnings Potential with life and disability insurance. Save for child's education. Analyze and plan for a secure retirement. Review and Update your plan and process annually.

Carriage Oaks is locally owned by a nonprofit corporation and is democratically governed by an elected Board of Directors, comprised of both representatives of the Sponsor and residents.