Financial Advisors in Crystal River, Florida (Citrus County)

Michael Tringali, CFP, CPA/PFS

Strategic, Long Term Wealth Planning since 1984

Our mission is to educate and help people understand their finances, taxes and investments. Teaches financial literacy to employees of large groups. Trained, licensed professional with over 20 years of experience of helping people meet their financial goals. We serve individuals and busineses in all areas of financial planning, including retirement planning, tax management, estate planning, risk management, education funding, investment management and employee and executive benefits.... See More

Founded in 1969, Koss Olinger Financial Group, Gainesville, Florida offers professional wealth management services. Whether it is Financial Planning, Financial Consulting, Investment Service, or Personal Financing, they leverage their resources and vast experience to serve their clients’ through their trademarked process, The Wealth Navigator System. This is done with the aim of enabling clients reach their current and future financial goals. The company is a member of FINRA/SIPC and is SEC-registered.... See More

Our company is based on the principle that education and understanding of your current financial situation is vital to successfully make sensible decisions concerning your future financial condition. As your Financial Professionals, we will do everything in our power to keep you focused on where you want to go, advise you on how to get there, and continually remind you of the importance of maintaining a disciplined approach to realizing your dreams.... See More

Steven Bove, CFA, CFP, MSFS
Lebrigh Life Planners, LLC, a fee-only financial planning firm, takes a holistic approach to financial planning. As such we consider the interaction of multiple variables then weigh financial and non-financial concerns in charting a course for the future.Lebrigh Life Planners, LLC offers fee-only comprehensive financial planning that incorporates, but is not limited to, advice in the following areas: risk management, tax planning, cash flow & wealth management, retirement planning, portfolio management, estate planning, education planning as well as specialized planning.... See More

Julie Lawrence, BA, CDFA, CFP
WOULD YOU LIKE TO WORRY LESS AND ENJOY LIFE MORE?
If you are like most people, you worry about your financial future. We can help.
• Flat retainer, full-service financial planning. From cash flow to estate planning, we can work with you every step of the way.
• Fee-only financial advice. We sell no products and receive no commissions.
• A comprehensive approach to your goals. Our team will work within all areas of your financial life: tax planning, savings and investment strategies, insurance, estate planning, retirement planning, budgeting, and more.
• Planning for your current lifestyle as well as the future. Our financial plans are living documents; they change as your circumstances change. We help set realistic goals and offer advice every step of the way.
• Ongoing communication and advice. Your annual retainer fee allows you to call or email us any time during the year, in addition to your regularly scheduled appointments – at no extra cost to you.
• Mini-Plan for young professionals. Flat fee for a review of employer benefits, 401k/403b investment choices, budgeting, debt repayment strategies, and cash flow.
HOW WE CAN HELP.
What often happens is that you go to a stockbroker for investment advice, an insurance agent to buy insurance, an accountant for tax preparation, and an attorney for estate planning. All of them can give you great advice about their area of expertise, but it’s a bit like deciding what the puzzle is, based on only one piece. Is it any wonder that the pieces don’t fit together?
With the right help, you can put the pieces together successfully. Instead of just telling you what to do, we work together with you, providing you with easy-to-understand recommendations and helping you implement them every step of the way.... See More

Forrest Baumhover, CFP, EA, MBA
Westchase Financial Planning is a fee-only financial planning firm located in Tampa, Florida. Although our focus is on servicemembers and real estate agents, we welcome clients from all walks of life. If you feel overwhelmed or you just want someone to help you put it all together, contact Westchase Financial Planning today for an appointment.... See More

No Commission!! Lebrigh does not charge commissions nor does it receive any direct or indirect commissions from any recommendations that are made. Instead, we charge an annual fee based on your net worth (or a set fee if applicable) and thus separate any financial interest that may be inherent in any recommendations. This allows us to provide unbiased advice that is in the best interests of you: our client.
Lebrigh is committed to helping you achieve your long-term financial goals every step of the way. Everyone has different needs and objectives and Lebrigh tailors advice to your unique circumstances.

Because financial planning is a fluid and ongoing process, Lebrigh is ready to adapt recommendations to your changing lifestyle and life events.... See More