Financial Advisors in the U.S.

I have 17 years of experience as a financial advisor, a West Point Graduate, former Army Officer and recent graduate of the Bible Center Training Pastors.

WHAT I DO: I help individuals age 60+ prepare retirement income and end of life plans so you achieve the goal of enjoying retirement without the worry of outliving your savings while leaving your loved ones with a legacy you're proud of simply by walking you through a systematic process of listening and focusing on your needs and objectives. This process is a culmination of 29+ years of experience in the financial services arena.

WHO I WORK WITH: Individuals age 60+

WHY IT WORKS: When you partner with Smart Financial Strategies, Inc. you get the most efficient and effective planning process that individuals just like you are looking for right now.

WHAT MAKES ME DIFFERENT: I do not attempt to be all things to all people. I specialize helping individuals age 60+ prepare for retirement and end of life.

WHAT OTHERS SAY: Read the Praise in the #1 Amazon Bestselling Book Retirement Boom™

HOW IT WORKS: The first step to begin your journey is to schedule a complimentary strategy session to discuss your planning goals and challenges. This is NOT a “free consulting session” but a powerful opportunity to learn what’s impacting your concern and worry about a secure retirement. I will provide you with a high-level assessment of what you’re missing and WHY you’re not getting the results you want. I will also make a professional recommendation for the best next steps you should take giving you the peace of mind you’re searching for regarding your retirement income and end of life planning needs.

As a published Author Jeff has shared his 29 years of professional experience in the book Retirement Boom, which can be purchased by visiting http://SmartFinancialStrategies.com

READY TO TALK? Contact me to schedule your strategy session!

Jeff is also available to discuss with you his schedule for television and radio interviews. He would also be thrilled to share his book with your group or organization as a guest speaker.... See More

Client-centered collaborative investment practice, with practical approach to markets and investments. Boutique wealth management firm backed by largest custody bank in the world. Specialty practices in growth investing, as well as muni bonds and women's planning issues including marriage and divorce. Quarterly public education events for women feature female experts in roundtable discussions on financial topics.... See More

rebel Financial is a truly independent fee-only Registered Investment Advisor (RIA). We do not work for any large investment firm or insurance company and we represent the best interests of our clients first. rebel Financial stands for doing the right thing for people in an industry that has become almost entirely concerned with their own profit margins. This is our fundamental rebellion, that we care more about our clients well-being than our own profit margins, and hence why we are rebel Financial. Please read more about our company at: www.rebelfinancial.com

We specialize in Business, Retirement, and Estate Planning. We have the ability to manage our clients assets through multiple custodians and place insurance business with a wide variety of insurance carriers. We are fiduciaries in everything we do for our clients and are proud to hold ourselves to this high standard.... See More

Independent investment advice since 1994. HFIS, Inc is dedicated to helping clients achieve their long-term financial goals utilizing balanced and diversified investment and risk management planning strategies. Helping Families Preserve Their Wealth.

Our mission is to always be on our client’s side; to be your advocate, your fiduciary, to represent your interests and dreams—not a salesperson for products and providers—so that you can pursue those interests and dreams knowing you have an uncompromising, reliable partner.

We pride ourselves on offering holistic planning services, covering all dimensions of your financial well-being, including:
• Retirement Planning
• Estate Planning
• Tax Strategies
• Education Funding
• Cash Flow Management
• Social Security Maximization... See More

Our Purpose is to partner with our clients to achieve their personal and business goals by helping them grow, protect, and properly transfer their business and personal wealth. WealthBridge Inc. prides itself on its fiduciary oath, which is to exercise its best efforts to act in good faith and in the best interests of the client. Our clients’ success is not measured solely by performance statistics but rather the success of achieving their business and personal financial goals.... See More

An award winning Fee-Only investment management and financial planning firm dedicated to helping your build wealth through a consistent, disciplined process. Our firm was founded in 1963 by Tom Meyer's grandfather and has been providing sound financial advice for over five decades. As an independent Registered Investment Adviser (RIA), we remain rooted in servicing our clients; not selling them commissioned based products. Our team has over 170 years of industry experience. We focuses on the proper risk management as well as setting proper investor expectations given the current market environments.... See More

Dream With A Plan. We are a fee-only Financial Planning practice and our focus is to help you obtain your life desires. We provide comprehensive financial planning, tax preparation and investment management.
Please visit our website www.kjhfinancialservices.com
Kimberly J. Howard,CFP®... See More

There is plethora of options present in the market but our asset based lending software is totally different from other software because it works with sophisticated analysis with apt monitoring tools. You will be able to witness sea change in your working conditions.... See More

"We will either find a way or we will make one" Hannibal 400 BC

I believe that looking after people doesn't mean you must sell them stuff. As a Wealth Manager, I've concluded the best possible approach is to serve people as their lawyers and accountants do – never being in a conflict-of-interest situation. Always putting the client’s best interests first. If I did that well, I’d do well.

Today I know it works. When I began my financial services career as a junior financial advisor and life insurance agent. I was enthralled at the opportunity to be a proverbial sponge. Learning all that I could, working hard and applying all that knowledge to the benefit of my clients and for my own professional education. That enthusiasm quickly became my passion. Now, my firm D'Arcy Wealth Management looks after clients across the United States who like having a fee-based advisor with an effective approach to investing, who takes an all-inclusive view of things. Making money is important, but so is understanding what someone’s total needs and aspirations are.

We endeavor to recognize the opportunities within global financial markets; by providing guidance to meet the next generation of financial challenges and investment opportunities. We present a different approach to building, managing and preserving your wealth. Our expertise is in delivering solid investment strategies, superior risk-adjusted returns, while adhering to the highest ethical standards and prioritizing your interests above everything else.... See More

Milestone Asset Management Group is a Fee-Only wealth management firm with over a combined 40 years of financial experience, based in Avon, with an office in Milford, CT, that offers Financial Planning and Wealth Management services with a focus on small business retirement plans and independent professionals & their families. At Milestone Asset Management Group, we believe that at the root of every goal lays a comprehensive financial plan that must be monitored and adjusted along the way. Financial planning, pulls all your finances together, organizing them and making management easier and more effective. The more you understand and better manage your wealth, the more likely you are to achieve your goals and dreams. We use a client-centric process, focused on pursuing specific milestones we create together. Our Comprehensive planning process is designed to help identify your needs, implement your strategy and monitor it regularly allowing you to stay on course.... See More

James H. Lee, CFA, CMT, CFP. StratFI offers a dynamic, forward-looking alternative to the run-of-the-mill investing approach provided by most financial planning firms. Through our expert analysis of developing trends, we believe we are able to pinpoint investment opportunities and risks well before others become aware of them.

Our firm was recently recognized in Delaware Today and Philadelphia Magazine as a Five-Star Wealth Manager.

Founding manager Jim Lee holds multiple well-respected professional certifications, including Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), and Chartered Market Technician (CMT). He is a veteran advisor with 25 years of experience.

StratFI is committed to a client-first business model. We customize our investment strategies to meet the needs of our individual clients. Just as importantly, we never accept commissions for recommending any product or solution. Our goal is to help you succeed.

Contact us today for a free initial consultation.... See More

I am a fiduciary. Which means that I work for you, not some brokerage firm or some insurance company. Each client I work for finds that I take time to understand their specific needs and desire for their investments. We determine your risk tolerance and match you up with the correct investment that fits. You do not have to take on a great deal of risk to get gains. I also have an office in Venice. Call me to schedule an appointment in either Sarasota, Venice or the Port Charlotte office.... See More

SWA is a solution-driven wealth management firm with advisors in Prior Lake, Champlin and Long Lake, Minnesota. However, we work with clients across the United States. As a fiduciary for our clients, we help clients identify their specific life goals, and by designing an objective financial game plan; outlining unique opportunities to be utilized to achieve those goals, which typically include:
• Planning for retirement (i.e. when, where, how much, etc.)
• Potentially improve portfolio performance by using passive, low-cost, tax-efficient securities, and designing strategies to invest available dollars more tax effectively using an Asset Location Strategy approach
• By using our extensive tax background, we design and implement multi-year tax minimization strategies including concentrated stock and stock option planning, strategic Roth IRA conversions, and many other strategies
• Generate ideas to better leverage small business ownership
• Review of mortgage / debt and potentially assist with interest reduction techniques
• Estate plan design and implementation assistance
• Review of life, disability and property casualty insurance coverages for appropriate coverage levels
Our advisors are all Certified Financial PlannersTM with two being Certified Public Accountants and the other being an Enrolled Agent. We leverage our tax expertise in our portfolio management techniques (via our Asset Location Strategy) as well as employing multi-year tax minimization tactics.
• Asset Location Strategy: We construct client portfolios to leverage the most tax-appropriate securities in the most advantageous locations (taxable, tax-deferred and tax-free).
• Tax Minimization: We design and execute a variety of tax reduction opportunities including (but certainly not limited to) creating a tax-effective savings plan, strategic Roth IRA conversions, tax-reducing charitable contribution approaches.
• Tax-Efficient Withdrawal Strategy: We design a client-specific action plan for tax-effectively generating a cash flow stream from a retiring client’s various cash producing resources. Those resources typically include pension income, Social Security benefits, taxable, tax-deferred and tax-free account drawdowns, rental income and the sale of a business.... See More