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.

"Our vision is that people live inspired lives, free from worry about their money matters." Bolen | Dodson & Associates, headquartered in Brentwood, TN., provides Integrated Wealth Planning and Asset Management services. Offering holistic advisory, financial planning and individualized portfolio management services on an "open architecture", fee only, fiduciary basis. "We help you merge success with significance." As your trusted Life Wealth Coach, we work with you and with all the players from various sources in your life, including insurances agents, lawyers, tax preparers, etc.. Your Life Wealth Coach looks at the pieces in an integrated fashion, across financial disciplines, optimizing the combined result from the client's perspective.

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

Here are my areas of expertise, which I will use to provide you with customized recommendations that will help you plan for your financial future. Financial Planning Retirement Planning Estate Planning Trust Services Retirement Income Planning Business Risk Management Disability Income Planning Long Term Care Planning Education Funding Life Insurance Planning Investment Strategies

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.

Common Sense tells us that we want to save and grow our money safely, in a process that is simple to understand, where we have a guaranteed interest rate that will allow us to accurately forecast the future value of our money without being 'nickeled and dimed' with fees and charges, and where we have collateral to back up our money. Conventional Wisdom tells us to put our money into something risky that we don't understand, sacrifice our potential profits paying others to manage (and get rich off of) our money without any collateral, without having any realistic expectation of future gains. For more information on WIG and how to earn 8% interest with no hidden fees, call us at 866-254-WARR (9277) between 8am - 5pm CST, visit us at www.JimWarr.com, or email us at [email protected]

Since opening our doors in 1937, our approach has remained decidedly simple, genuine and straightforward: know our clients well, treat them with respect and measure our success by their success. This deeply personal approach is the reason Waddell & Reed advisors typically enjoy long-lasting client relationships. We take your journey seriously, and will be there every step of the way, listening, planning and advising.

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.

Money matters, everything included.

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.

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.

Recover billings and debts owed by customers and creditor by claims process from State and private agencies.

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.