Steven A Arnold Co-Founder & President Carnegie Wealth Management "Advising high net worth clients on how to earn tax free interest on the money they save AND how to withdraw TAX FREE INCOME FOR LIFE at retirement by properly structuring plans in conjunction with IRC 101 & 7702" Mr. Arnold is a General Securities Principal and a co-founder of Carnegie Wealth Management. He began his career in the Financial Services Industry in 1978 and has since been working nationally as an advisor to high net worth clients in the areas of re-structuring investment portfolios to minimize, defer or eliminate income taxation, while generating a tax free income stream into retirement. He has done extensive work within the areas of Triple Net Lease Real Estate, 1031 Real Estate Exchanges, Oil & Gas, REITs, and Mezzanine Funds. "My job is to re-build my clients' portfolios in the most tax efficient manner that will allow for tax advantaged growth and then a tax free income for life at retirement, all the while reducing overall risk and market exposure." Mr. Arnold holds Series 7, 24, and 63 Securities registrations, as well as Real Estate and Life, Health & Accident Licenses.

To develop a financial strategy for your future, it's important for your financial professional to see a complete, 360-degree view of your financial picture, including how your retirement assets are integrated and work with one another. Our financial strategies use insurance products, such as annuities, to help you meet financial goals. We can work in concert with tax professionals or attorneys in your or our network to advise you on specific aspects of your financial strategy.

OpenYourVault.com has the combination to the money you have been waiting to receive. We can help you cash in all or just part of your structured settlement and receive cash today. It is easier than you may think. One simple call to our service representatives will have you on your way to Unlocking YOUR vault in no time!!

Money matters, everything included.

Serving Ocala, FL for over 20 years, E J Cleve Watson CPA has been your local accounting leader for all tax needs. We are proud to be define excellence within the industry and are active members of the Florida Institute of Public Accountants. We work for you and not the IRS! E J Cleve Watson, CPA and his team offer tax preparation, bookkeeping, compilation services, audits, back tax returns, Quickbooks setup, IRS correspondence and much more. Our expertise covers personal accounting, non-profit accounting, corporate and s-corporate accounting, estate and trust accounting. Our firm guarantees efficient and honest accounting and tax services, delivered with courtesy and integrity. We are always available to talk to you about your accounting needs, call today to set up an appointment with one of our knowledgeable accountants!

Steve’s special expertise is working closely with the mature single woman. The reason for this service is throughout his career he has seen too many women, particularly the newly divorced or widowed, taken advantage of by some in the financial services arena. Steve has made it his mission to help as many women as he can make sense of the complexities of the world of finance, in a transparent and holistic manner

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.

We pride ourselves on being a total financial planning resource. When you join us as a client, you gain access to education, advice, planning and consultation, all with you as its focus.

With more than 25 years of experience in the financial services industry, Billy Stevenson advises clients on a broad range of investment planning strategies. As the Branch Manager for Raymond James & Associates, located in Panama City, FL he focuses on listening to each client because he believes everyone's needs and financial goals for the future are unique. Billy graduated from Florida State University in 1989 with a Bachelor's degree in Business. He completed his Financial Planning Specialist designation in 2005 and more recently earned his Retirement Income Certified Professional designation in 2014.

Florida Trust Wealth Management was created in response to high net-worth investors like you, seeking quality independent wealth management services to protect, grow and perpetuate their families' assets. By holding fast to our Mission, we are able to create a unique relationship with individualized services designed specifically for you.

Plan your future with DiMatteo Financial’s Target Retirement Solutions and expert Financial Retirement Advisors & Planning. Our tailored strategies help you secure financial stability and achieve a stress-free retirement. Whether you're starting early or adjusting plans, our advisors provide personalized guidance to meet your goals. Trust us to help you navigate investments, savings, and retirement income for a comfortable and confident future.

At Highglen Finance, we strive to make our lending process straightforward, transparent, and extremely efficient. We pride ourselves on superlative customer service. Our aim is to provide you with full disclosure on our loan offerings prior to you entering into any obligation; allowing you to determine if this is right for you. Once we have provided you with all the necessary information, the choice will be left with you as to whether or not you wish to proceed with our offer. At Highglen Finance, we believe everybody should have a fair chance at getting the money they need – regardless of their credit, age or income.

Crystal Capital Partners is a leading fintech platform providing financial advisors seamless access to institutional-quality alternative investments including private equity, private credit, hedge funds, and venture capital with low minimums and turnkey operational simplicity.

Osaic Advisors is built on a 50-year foundation of trust, is a premier financial services firm dedicated to simplifying the complexities of wealth management. We serve a diverse clientele, including retirees, pre-retirees, multi-generational families, and entrepreneurs, by offering a "clearer path forward" through personalized guidance. Our holistic approach integrates investment management, retirement planning, tax-efficient strategies, and estate coordination to ensure your financial life remains aligned with your evolving goals. Backed by the robust resources and technology of Osaic, our Sun City Center team stands out for its deep-rooted commitment to long-term client relationships and data-driven investing. Whether you are navigating a major life transition or looking to safeguard your legacy, Osaic Advisors acts as your advocate, providing the stability and expertise needed for long-term financial freedom.

Bel Air Partners celebrated its 20th anniversary in 2018 and is the country's foremost auto dealership advisory firm for buy/sells, litigation support, valuations, debt & equity sourcing and real estate. Bel Air occupies that rarified space where expertise, credibility and relationships meet in the service of private auto dealers. Bel Air was created following the first successful vehicle retailer IPO, Rush Enterprises, engineered by Bel Air's founder.

Our team of financial advisors, planners, and advisors focuses on helping business owners, professionals, and families with their financial planning. As such, our success is deeply rooted in strategic wealth management services tailored to you and your family. For us at Integra Capital Advisors, the experience is a relationship, not a transaction. We’re here to help you feel confident and reassured in the financial and investment plans that our team of professionals has created for you. We look forward to helping you create a healthier and better future, not just for you but for your family!

At Summerlin Benefits Consulting the primary focus is retirement income protection but the firm also provides life insurance, medical, dental, and vision insurance. Corporate Mission is to help people keep their money safe during turbulent times, with a fundemental focus on Safety First, Reasonable Rate of Return, and Keeping Things Simple. Financial Planning in retirement does not have to be difficult, confusing, or risky. ​ ​

Our team is led by Founder, Chief Executive Officer, Tom Moran, Senior PIM Portfolio Manager; ranked by Barron's as the #1 Advisor in SW Florida for the past 10 years. In addition to three CERTIFIED FINANCIAL PLANNERTM Professionals, two Certified Financial Analyst charterholders, three Master of Business Administration (MBA) degree holders and a Certificate in Investment Performance Measurement (CIPM) holder, our team includes 28 people dedicated specifically to serving existing clients. We're here with attentive, professional client service to answer your questions and make sure you're informed every step of the way.

Brighton Jones is a wealth management firm that aligns your wealth, passions, and purpose so you can pursue your richer life. We call it the Personal CFO approach to wealth management. Your Personal CFO team develops a deep understanding of your future goals and current lifestyle, then builds and implements a personalized plan for you. This plan aligns your wealth with your values across the full spectrum of financial planning, including investments, taxes, executive compensation, retirement, estate planning, charitable giving, and private investments.

Accounting Advantage provides high-quality bookkeeping, accounting, and tax services to small business clients, at affordable prices. Based on our 3 Core Principles of Professionalism, Responsiveness, and Quality, our accounting specialists strive to serve our clients in an outstanding manner.

Mike Stapleton is a business consultant, located in Tampa and Clearwater, Florida. Mike is a former investment advisor who lives in Clearwater, Florida.

Many people have no financial plan for retirement. We help both the newly retired and the nearly retired take control of their finances with an evidence-based plan so they can retire with confidence.

At Cardinale Financial Group, we offer tax services to streamline your tax season and filing. We welcome individuals and businesses alike to enjoy our precise and detailed tax offerings. Our team of CPAs combines decades of experience and valuable insight to help you save money while remaining compliant with tax laws.