Retirement planning

Adams Wealth Management Group is a financial planning firm based in Centerville, Ohio, with additional offices in Dayton, Portsmouth, and Cincinnati. The firm provides financial planning, estate planning, retirement planning, investment planning, asset management, and corporate retirement services. It describes itself as a Veteran Owned Small Business and offers securities and advisory services through LPL Financial.

asset managementCorporate retirement plan servicesERISA 3(21) co-fiduciary and ERISA 3(38) fiduciary servicesestate planningfinancial planninginvestment planning

ADH Financial Services LLC, founded in 2014, provides comprehensive tax preparation, tax resolution, bookkeeping, and business support services for individuals, families, and small business owners. The firm was established when its founder was awarded Enrolled Agent status by the IRS through prior employment with the IRS. With over a decade of experience, they assist clients with accurate tax filings, IRS representation, back tax resolution, ongoing bookkeeping, payroll support, and strategic business advisory services, and are expanding into wealth mana

auditsbookkeepingbusiness consultingCompilationsEstate & Trust Tax Preparationfinancial analysisfinancial statementsIRS representationnotary publicpayroll servicesReviewssales tax servicestax preparationtax resolution

Alamo Capital is a boutique, full-service Broker/Dealer headquartered in Walnut Creek, California. It is a privately held, women-owned company offering fixed income and tax-advantaged strategies, with direct access to municipal bonds and newly issued California tax-exempt offerings, plus equities, options, retirement planning, education savings, insurance, and investment banking/underwriting services.

brokerageclearing of transactionsEquity tradingmunicipal financeoptions tradingunderwritingwealth management

Alliance Wealth Insurance Services, LLC is an insurance brokerage serving individuals, groups, companies and institutions. Founded by president Luis M. Llontop, MBA, the firm offers personal and business insurance, life and health coverage, retirement and 401(k) rollover planning, and international travel medical insurance. Staff offer services in English and Spanish, and the firm is appointed in KY, TN, GA, FL, VA and NC.

bilingual services (English and Spanish)insurance brokerage

Amina Financial Solutions, LLC (formerly B & K Diversified, LLC), located in Macon, GA, provides professional income tax services to individuals, including expatriates, and small business corporations. They offer Federal and State income tax return preparation and resolution services, backed by over 20 years of experience.

bookkeepingbusiness consultingfinancial statementsIRS representationnotary publicpayroll servicessales tax servicestax planningtax preparationtax resolution

Applewood Capital Management Associates LLC is a financial planning firm in Sumter, SC, emphasizing retirement planning and tax mitigation. It provides retirement income planning, Thrift Savings Plans for government employees, planning for health costs in retirement, long-term care risk planning, Social Security income maximization, and tax planning through ROTH IRAs and conversions. It also offers estate and tax planning, employee benefits and succession planning resources for business owners, and customized financial programs.

estate planningfinancial planningtax planning

Arc Consulting Firm is a financial planning and consulting company that provides objective advice and recommendations in the best interests of its clients. It helps clients invest for the future, plan for retirement, and manage wealth, developing customized financial plans tailored to each client's needs. The firm emphasizes transparency, honesty, integrity, and long-term client relationships.

Accounting & Bookkeepingfinancial planninginvestment advicewealth management

The Wealth Engineer (ABG Financial Services, Inc.) is a registered investment adviser based in Atlanta, Georgia, focused primarily on retirement planning. Since 1984 it has crafted structured retirement and investment programs and offers individual and corporate financial planning, structured investments, and a Financial Success Workshop Series built around the 4 Stages of Money: Earn It, Invest It, Use It and Pass It On.

financial education workshopsinvestment managementstructured investment programs

Awaken Financial Designs LLC is a Registered Investment Adviser with the North Carolina Securities Division and the Arizona Corporation Commission (CRD #339725). It is an independent flat-fee fiduciary financial planning firm, veteran and woman owned, serving North Carolina, Arizona, and virtually nationwide where appropriately licensed. Co-founders David and Ashley Lundberg help individuals and couples with early retirement planning and tax strategy.

estate planningflat-fee financial planninginvestment coordinationRoth IRA conversion analysisSocial Security timing analysistax planningvisual planning tools

BPI is a financial advisory practice focused on empowering federal employees with personalized financial strategies. The firm has over 30 years of experience as financial advisors and has been helping federal employees plan and retire since 1987. It offers GSA Retirement Training seminars for agencies and provides retirement planning, comprehensive financial planning, asset management, and insurance planning.

asset managementfederal benefit training seminarsfinancial planninginsurance planning

Blackstone Financial Group, Inc. provides personalized financial guidance focused on federal benefits, retirement planning, and investments. It helps federal employees and private-sector professionals build retirement plans, optimize benefits, and protect income with strategic investments and supplemental coverage. The firm offers services in federal benefits, investments, wealth management, and estate preservation.

estate preservation planningfinancial coaching and educationinsurance carrier appointmentsinvestment managementwealth management

Campbell Wealth Partners is a fiduciary, veteran-owned financial planning and investment management firm serving clients across Texas. Founded by Brian Campbell, the firm offers integrated solutions including personalized financial planning, retirement transition planning, and portfolio strategy held at an independent custodian. The firm emphasizes transparent, expert guidance focused on protecting and growing clients' wealth.

financial planninginvestment managementportfolio strategy

Capital Wealth, LLC is a fee-based fiduciary retirement planning practice based in Lehi, Utah, founded in 2009 by Mike Stevens. The firm writes Retirement Money Maps™ that coordinate pensions, 401(k)s, IRAs, and Social Security into a single written plan, with over 2,000 plans written since 2009. It serves Utah families and clients nationwide.

3 Bucket investment strategyaccount consolidationestate & legacy planninginvestment managementRoth conversionsSDBA managementSocial Security optimizationtax planningTSP management

Capstone Pacific Investment Strategies, Inc. is a registered investment advisor and fiduciary launched in 2010 after decades with broker/dealers. The firm offers investment management and financial planning for businesses, individuals and families, with offices in Tustin, CA, Fort Collins, CO, and Hebron, NE.

401(k) setup and reviewEducation planningfederal benefits guidancefinancial planninginvestment managementpension distribution planningsocial security planningtax planning

Career Management International, Inc. (CMI) is a certified Woman Owned Small Business founded in 1976 and headquartered in Houston, with offices throughout the United States and affiliates worldwide. CMI is a leader in outplacement, career development, and special purpose training, supporting organizations' investment in people.

career transition counselingcoaching and mentoringcustomized trainingonline assessmentsoutplacementResume preparationTalent managementteam building workshops

CaTA Enterprises Inc. is an independent insurance brokerage whose agents partner with 30+ top-rated carriers to find coverage for individuals, families, and local businesses. The agency offers complimentary, no-obligation policy reviews and takes a client-first approach to help clients avoid overpaying for protection.

carrier comparison across 30+ carriersindependent insurance brokeragepolicy audits

CKHFinancial is a financial planning firm founded by CEO Christopher K. Harrell, who has more than 25 years of experience in the financial services industry. The firm's mission is to create a plan and process that lets clients take control of their financial future, offering professional and dedicated service with personalized attention. It is located in University City, Missouri.

college saving plansestate planningincome analysislife insurancepassive investment strategies

Clarus Wealth Management was launched in 2011 by founder Jason Stroede to provide clarity for clients seeking a better understanding of their financial future. The firm's mission is to provide counsel and strategies consistent with clients' personal values and objectives, serving individuals, families and businesses with investment, retirement, divorce, business and estate planning strategies.

estate planningfinancial planninginsurance adviceinvestment advisoryseminars and workshopsSocial Security optimization softwaretax strategies

Community State Bank of Rock Falls is a local bank offering a range of deposit and investment accounts, including checking, savings, money market, health savings, certificates of deposit, and individual retirement accounts. It operates five branch locations with drive-up ATMs and provides investment services through a registered representative.

bankingcredit cardsinvestment servicesmortgage lending

COUNTRY Financial is the marketing name for a family of affiliated insurance and financial services companies located in Bloomington, Illinois, including COUNTRY Life Insurance Company and COUNTRY Mutual Insurance Company. Founded by farmers and trusted since 1925, it offers auto, home, farm, crop, business, life and health insurance, plus investment, retirement and college savings planning through local representatives.

claims adjustmentfinancial planninginsurance underwritinginvestment managementtrust services

CUSB Bank is a family-owned, community-minded bank that has served Northeast Iowa for over 135 years, founded in 1888. It offers personal and business checking, savings and CDs, credit and debit cards, mortgage and other loans, E-Banking, and wealth management solutions, with seven branch locations in Iowa.

ACH originationbill paycash managementE-Bankingestate planning supportfinancial planningpositive payRemote Deposittrust serviceswealth management

De-Centralized Financial Group provides financial solutions including debt consolidation loans, business funding for small businesses and startups, retirement planning, credit repair and consulting, life and health insurance, tax preparation and planning, and decentralized finance tools powered by blockchain technology. The company also offers bundled essential services such as mobile plans, energy, internet, TV, identity theft protection, home security, and travel deals.

Audit supportblockchain-based DeFi platformbusiness consultingbusiness fundingcredit repairHR consultinginsurance consultinginvestment planningtax planningtax preparation

Detroit Financial LLC is a full-service boutique-style firm specializing in retirement planning, comprising annuity and index universal life products. Founded in 2017, the company helps individuals, families, business owners and executives reach their goals with proactive, innovative, and comprehensive solutions, and has over 30 years of experience designing, developing, and managing custom life insurance plans.

business succession planningexecutive benefit planninglife insurance plan designtrust-owned life insurance portfolio managementwealth transfer planning

Dillard Financial Solutions, Inc. is a retirement planning firm based in Sumter, South Carolina, with offices nationwide. Steve and Teresa Dillard have over 30 years of experience in the insurance and retirement industry, serving over 3,000 clients with expertise in Postal, Government, Federal, Union, and Military benefits, pensions, and lifestyle needs. They are licensed federal retirement consultants authorized to bid on federal contracts and conduct on-site educational training for federal employees.

educational workshopsfederal contract biddinglicensed representationon-site educational training for federal employeesspousal income planningTSP/401k rollovers