| Kiely_Capital_Management,_Inc_ Provides fee-only financial planning, specializing in retirement planning. |
| Kooman_and_Associates,_Inc_ Assists investors in a full-range of financial and estate services. |
| Kring_Financial_Management,_Inc_ Offers planning and investment advisory services. Specializes in tax planning, insurance, and education. |
| Larry_Cogdell,_CFP Provides financial planning, investment products and free tools and information. |
| Lassus_Wherley_and_Associates,_P_C_ Provides fee-only financial planning, investment management and tax preparation. |
| Lifetime_Financial_Planning Provides fee-only financial planning and investment advice for middle-income clients. |
| LPL_Financial_Services Financial planner offers financial advice to individuals and small businesses. |
| Mackensen_&_Company,_Inc_ Offer fee-only financial planning services and investment management. Features newsletters and information on public workshops. |
| The_Main_Street_Group,_Ltd Offers full range of financial planning products and services. |
| Miceli_Financial_Planning Offering comprehensive financial planning and investment management services. |
| Modular_Financial_Solutions_Inc_ Certified financial planner is a fee-only financial planning firm. |
| Montecito_Capital_Management,_LLC Specializing in financial planning, retirement services, investment management and portfolio management. |
| Multop_and_Associates Provides tax and financial planning services. |
| National_Association_of_Personal_Financial_Advisors_(NAPFA) Group for fee-only planners to enhance their own skills, market their services and be a part of a collective, influential voice on matters that affect them and their clients. History, bylaws, office |
| Nigel_Taylor,_CFP Provides domestic and international financial, retirement and estate planning. |
| Norman_Financial_Planning,_Inc_ Fee-only serives include tax and retirement planning, college funding, and estate planning. |
| Northstar_Financial_Planning,_Inc_ CFP provides fee-only financial planning services. |
| Objective_Financial_Advisors,_Inc_ Provides fee-only financial planning and investment advice to individuals and organizations. Description of services and contact details. |
| Owens_Financial CFP provides portfolio management and financial planning services. |
| Pacific_Wealth_Management,_LLC Provides financial planning, divorce planning and asset management services. |
| Parlan_Financial_Corp_ Provides fee-only financial planning, investment management and corporate seminars. |
| PartnersInWealth Provides financial planning and investment services. |
| Paul_Knoblich__Certified_Financial_Planner Retirement accumulation and distribution specialist. |
| Personal_Financial_Solutions,_Inc_ Offeringing portfolio management, investment advice and financial planning. |
| Peterson_Planning Provides fee-based investment management and financial planning in Minnesota and Wisconsin. |
| Pinnacle_Financial_Services Provides financial planning products and services and wealth accumulation strategies. |
| Planmark_Financial_Services Advisor provides financial planning, plan administration, and investment management. |
| Pollock_Planning_Associates,_Inc_ Providing investment, tax planning, retirement planning, and estate planning services. |
| Premier_Capital_Advisors,_Inc_ CFP providing investment advice and financial planning services. |
| Professional_Financial_Strategies,_Inc_ Providing fee-only wealth management services. |
| R__Douglas_Pauley,_MBA,_CFP Provides fee-only financial planning and investment advisory services. |
| Raymond_D__Mignone,_CFP Provides investment advice, portfolio management and college planning. |
| RBM_Financial_Ltd_ CFP offers financial services to Greater Toronto, Muskoka and Haliburton Highlands. |
| Reid_Tax_Company CFP assists with tax problems, estate planning and trusts. |
| Richmond_Financial_Associates,_Inc_ Focusing on investments, insurance, and money management. |
| Robert_Wacker_and_Associates Fee-only financial planning firm located in San Luis Obispo, California. |
| Roberts_&_Fails,_P_C_ Offering financial planning and tax advisory services to individuals, families and businesses. |
| Ronald_B__Wiser_&_Associates Providing financial planning for individuals, businesses and organizations. |
| Ross_L__Marino_CFP Providing portfolio and wealth management services. |
| Sage_Advisory_Group,_LLC Offers financial and investment advice to individuals and families on a fee-only basis. |
Secure Your Future . . . Enrich Your Life
START PLANNING FOR YOUR FINANCIAL FUTURE . . . NOW!
Do you need a financial health checkup? Confused about college savings plans (529 plans)? Need assistance with retirement planning? Need direction for LTC and Life Insurance?
Call for a complimentary comprehensive financial consultation.
Consultation by appointment only.
Email should not be used to enter trades
CFP™, CERTIFIED FINANCIAL PLANNER™ are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements.
Calculators
Credit Card Debt
How Long Will It Take to Pay my Balance?
Cash Flow Analysis
This Cash Flow Analysis form will help you weigh your income vs. your expenses.
Net Worth
A balance sheet summarizes your assets and liabilities and reveals your net worth.
Mortgage Acceleration
This calculator can help you determine how soon you can pay off your mortgage.
More
Calculators →
Newsletters
Will Going Green Grow Green?
About one out of every nine dollars under professional management in the United States is already invested according to socially screened criteria. There are several key questions to ask yourself when considering how this rising tide could affect your portfolio.
Surviving the Estate Tax with Survivorship Life
People who never imagined they would have enough assets to trigger estate taxes could be in for a surprise. One way to help plan for this possibility is by purchasing a survivorship life insurance policy.
In a Category All Its Own
Since exchange-traded funds (ETFs) were first introduced in 1993, interest in them has grown steadily.
How Much Is Enough?
When you look at your life insurance coverage as a lump sum, it might seem like a lot of money, but how much is it in relation to your annual income?
More
Newsletters →
