retirement income planning

Affordable Benefits Solutions Inc., branded as ABS Retirement Solutions, offers insurance products and strategies to help individuals and families plan for retirement. Founded by Dr. Rita Bailey-Roland, CPA, CPC, the firm focuses on federal benefits guidance, retirement income planning, and alternative insurance options, and hosts educational workshops and a Facebook Live show on financial literacy.

estate planningfinancial planninginsurance planningwealth managementworkshops

BDB Wealth Advisors LLC is a fiduciary, fee-based registered investment adviser based in Red Lion, Pennsylvania, founded by Brian Bordenkircher, a U.S. Army veteran. The firm provides independent fiduciary wealth management and retirement-focused planning for pre-retirees, retirees, business owners, high-net-worth families, charities and non-profits, veterans, and clients navigating life transitions and trusts/estates. It is a certified Service-Disabled Veteran-Owned Business (CRD #336541).

business succession planningendowment managementestate and trust coordinationfiduciary portfolio managementfinancial planningtax-aware investment strategyvirtual planning via secure video and client portal

Cayman Capital Management, Inc. is an independent financial services and registered investment advisory firm specializing in investment and real estate portfolios, brokerage accounts, and asset accumulation. Led by CEO Dennis Noss, an IRS Enrolled Agent and Registered Investment Advisor, the firm provides strategic financial planning to maximize income, mitigate taxes, and safeguard assets, including tax-efficient wealth management, retirement income strategies, and capital gains tax-elimination strategies.

asset managementcapital gains tax strategiesestate planning strategiesinvestment portfolio managementIRS representation and tax resolutionstructured financial modelingtax planning

Champion Brokerage Group is a boutique wealth advisory and financial planning firm founded by Vara Kai Potter-Leftwich. It provides coordinated wealth advisory and financial planning for individuals, families, and business owners, bringing investments, retirement income, protection, and legacy priorities into one strategy. The firm also offers financial education, language access services, and employer/organizational support, and is certified as a Women's Business Enterprise and Minority Business Enterprise.

employee engagement supportfinancial educationfinancial planninginterpretation and translationlegacy planningprotection planningwealth advisory

CD Financial is an independent financial services firm and Registered Investment Adviser that helps individuals and families create retirement strategies using a variety of investment and insurance products. The firm offers retirement income strategies, wealth management, annuities, investments, IRA/401(k) rollovers, asset protection, tax-efficient strategies, long-term care strategies, IRA legacy planning, and life insurance.

financial strategyinsurance productsinvestment advisorywealth management