I work with individuals, families, and business owners to create personalized financial strategies that help protect their assets, build wealth, and prepare for the future. Areas of focus include retirement planning, life and disability insurance, long-term care, employee benefits, business planning, and financial wellness. My role is to educate and guide clients so they can make informed decisions that support their unique goals and priorities.
I’m a Registered Social Security Analyst (RSSA®) and life insurance broker providing faith-based retirement and financial services rooted in integrity, compassion, and biblical stewardship. I specialize in Social Security analysis, retirement income, Medicare & Medicaid, life insurance, annuities, and legacy services, helping individuals and families make confident financial decisions for their future. I am licensed in most states.
I help individuals, families, and business owners build strategies to protect what they’ve worked for and prepare for the future. I focus on retirement planning, wealth accumulation, life and disability protection, long-term care, employee benefits, and business planning. My approach is education-focused—I help clients understand their options and develop financial strategies based on their unique goals and needs. I provide insight on budgeting and debt management.
Teaching Personal Cash Flow Strategies - Take control of your money through actionable, data-driven insights tailored specifically to your income, expenses, and long-term goals. Business Development - Turn vision into revenue strategic growth, partnerships, and scaling solutions. Partner with nickrichards.io today. Developing Custom Website Platforms - Crafting custom web platforms via nickrichards.io. Tailored solutions for unique business needs. Webpage Development - Work with Nick Richards to build clean, responsive, and high-performance sites tailored to your business goals. Let’s build your digital presence. Product Listings Generator - AI product listings. Boost visibility, drive sales, and streamline e-commerce catalog management. Customer Support - AI-driven customer support via nickrichards.io. Resolve inquiries to boost satisfaction and efficiency.
Wealth management and financial guidance for individuals, families, trusts, non-profits, and small businesses. Personalized investment management to help you achieve your goals. Fiduciary.
As an Investment Adviser Representative, we have a Fiduciary Responsibility to act in our clients’ best interest when offering or recommending investment advisory products and services. We help clients grow and protect their retirement savings so they can retire with confidence! Giving them confidence about their future using our transparent, comprehensive approach to planning and our Retire Happy FrameworkTM. Customized and holistic strategies designed to meet your goals and risk tolerance. We analyze your situation to make personalized recommendations. Building long- and short-term strategies that help you realize your retirement success. Every successful retirement/financial plan starts with an excellent client relationship. Our mission and values include providing unmatched service and exceeding our client’s expectations. We believe in being transparent and educating clients as we go, not just throwing numbers and a plan at them. Part of the planning also includes what else goes into your retirement happiness and wellbeing, beyond the finances. A Full-Focus Financial Process: It all starts with The Retire Happy Framework™ where you will discover: The WHY – Your Goals and Purpose The HOW – Our Strategies and Service The YOU – A Prioritized, Personalized Plan Building Your Retirement Vision, from the Framework to the Full Picture. Designing your fiscal house to weather the elements. Whether your retirement is down the road, right at hand, or already happening, we’re here to help with personal guidance through a wide range of services and strategies.
God driven and mission driven conglomerate of companies serving our community with Godly purpose, intentions and great results in Automotive, Business Development, Construction, Financial Services and Real Estate Services with Kingdom vision and multiple solutions for our clients!
Reformed Finance helps Christians entrusted with capital take control of the banking function and build a financial future they control. Most of us depend on outside banks to store our wealth and finance the things we need. Reformed Finance teaches a different approach—one rooted in biblical stewardship, sound economics, and long-term thinking. Through education, personalized strategy, and ongoing coaching, we help clients build a growing capital base that can serve their families, businesses, churches, and communities. That capital remains available for emergencies, opportunities, major purchases, business needs, and future generations. We serve Christians exercising this stewardship within their households, businesses, and churches. Our goal is to help them reduce dependence on outside banks, keep capital working within the communities they serve, and build a stronger Christian economy. Reformed Finance is owned by William Fullington, a retired Air Force lieutenant colonel, ruling elder, and Authorized Infinite Banking Practitioner.
Christian financial advisor helping individuals, families, and business owners build financial confidence through personalized retirement, investment, insurance, and legacy planning. Committed to serving with integrity, wisdom, and a faith-centered approach.
Genesis Wealth Advisor Group, LLC is an independent fiduciary financial planning and wealth management firm in Marlton, NJ, serving individuals, families, and business owners across multiple states. Founded on Scott Jones’s Christian faith and commitment to stewardship, we operate with relationships first, service before self, and integrity even when no one is watching. Our planning is values‑based and client‑centered: we start by understanding what matters most to you and then design retirement, tax, estate, and wealth strategies that reflect your priorities and beliefs, whether or not they are explicitly faith‑based.
Faith Based Financial Planning Firm.
Blessed Wealth is a faith-based financial services firm, specializing in Retirement Planning, Wealth Solutions, and Insurance Planning. Our goal is to honor God in everything we do, while helping our clients reach their goals.
At Proverbs & Purpose Financial, Bruce Parmenter, CKA®, provides financial guidance rooted in biblical stewardship and the belief that financial decisions should reflect your faith and values. As a Certified Kingdom Advisor® (CKA®), his approach to wealth management emphasizes wisdom over speculation, purpose over performance, and understanding not just how your money grows, but where it is invested and what it ultimately supports.
Pro Active Investment Strategies from Growing to Income. Don't settle for pre made models that are compliance approved before preformance. Listen to us daily on AM 740 KVOR 2 to 3 pm.
As a Certified Kingdom Advisor® (CKA®), l trained to integrate biblical principles into your investments and financial plan. For more than two decades, I deliver Kingdom-focused financial solutions that transform lives. My comprehensive advice helps you focus on the big picture and turn your financial goals into reality. I truly believe that God owns it all and we are mere stewards of his blessings.
We specialize in helping successful business owners and high net worth professionals significantly reduce their tax. Jesus told us to "pay unto Caesar what is Caesar's." Unfortunately, too many are paying Caesar MORE than he's asking for. We can help. We have saved our clients over $150 million in taxes during the past two years alone. We've been doing this for over 30 years and partner with CPAs, tax professionals and financial advisors. We have shared our ideas with thousands of financial professionals. If you feel the burden of taxes, contact us. I am the founder and you can reach me at michael@reignstormgroup.com.
Our purpose at Scalco Financial is to provide clients with clarity concerning their financial affairs. We offer independent, expert advice and services in the interrelated fields of wealth management and income tax. As our client, you will enjoy timely and attentive service along with effective, tax-optimized solutions that are tailored to your unique situation. No matter what stage of life you are in, we are committed to maintaining and nurturing a lasting relationship with you. We offer a wide range of services to fulfill your financial needs.
I am a financial advisor for small businesses because I was called by God to teach business owners the lessons that I had to learn through trial and error. I have been married for six years and we have a two year old son. I attend The Garden and I am part of ISI Men's Ministry, and other Bible Studies throughout the week.
Life and health insurance, legal & financial services with a personal touch!
We help you protect your family with instant life insurance, short and long-term disability insurance and supplemental health insurance products through Aflac.
Faith‑Driven Financial Advisor | Helping Families, Christian Leaders & their Teams Practice Biblical Stewardship and Invest with Purpose | Charitable Giving & Philanthropy | Legacy & Endowment Planning
Driven by faith and the principle of sound stewardship, Revolution Financial Management equips families and entrepreneurs to build a lasting legacy. We provide complimentary, personalized strategies to eliminate debt, build tax-free wealth, protect your income, and plan for retirement. For us, financial education is the foundation of true freedom. We go beyond products to deliver the leadership, strategies, resources and purpose-driven guidance you need to take ownership of your future and multiply your impact for generations to come.
MRA Advisory Group is an independent wealth management and financial planning firm dedicated to helping individuals, families, and business owners build, preserve, and transfer wealth with confidence. We beleive that every financial decision is connected. We provide personalized investment management, retirement planning, tax-efficient strategies, estate planning coordination, and fiduciary advice through long-term relationships focused on each client’s unique goals and values.
Alison M. Eddings, CPA helps small business owners and individuals legally reduce taxes, avoid costly mistakes, and keep more of what they earn. As a seasoned CPA specializing in tax planning, IRS compliance, and business strategy, she goes beyond tax prep — she creates year-round solutions tailored to your goals. Whether you need tax minimization strategies, guidance on the latest IRS rules, or support during an audit, Alison puts you in control of your financial future. Serving clients nationwide with personalized, plain-English advice you can trust.
Serve you with all Financial Planning to be a better steward. Investing, Life Insurance, Individual Disability Insurance, Long-term care, employee benefits, Child College Savings, Retirement planning
Helping Dentists Build Healthier, More Profitable, and More Valuable Practices. Strategic financial leadership for growth-minded dental practices. We serve as your practice’s primary financial advisor—bringing together accounting, operations, marketing, cash flow, and business performance to provide a complete picture of your practice’s financial health. Every Dental Practice Needs a Primary Financial Advisor. Just as a primary care physician coordinates care between specialists, we bring together financial information from every aspect of your practice to help you make confident business decisions.
Christian Financial Planning, Investment, Insurance, Charitable Planning. Remote Advisor in 38 plus states.
Accounting, payroll, income tax preparation
Estate & Business Planning. Avoid Probate, Wills, Trusts, POA's, Business Succession Planning, Deeds, AD's, Living Wllls, LLC's, SCorps, Document Reviews, Business Entity Formation, Business,Tax, and Financial Strategies, Other Discounted Legal Services, Peace Of Mind. OUR VISION We envision a future where every family has peace of mind knowing their legacy is secure and their wishes are honored via coordinated integration. We aim to be the leading provider of estate planning services, recognized for our dedication to excellence, integrity and innovation. What happens if tomorrow comes too soon? If something unexpected happened to you tomorrow, would your family know what to do? Medically? Financially? Legally? Unfortunately, most people wait until it's too late. Without a qualified estate plan, the courts, delays, legal fees, and unnecessary stress can take control when your family needs clarity most. A qualified estate plan can help you: Protect the people you love. Avoid unnecessary probate and expenses. Plan for incapacity—not just death. Keep control of your wishes. Protect your assets and your legacy. The best time to plan and prepare is before a crisis, when you have control—not during one, when you have none. Take control today instead of leaving important decisions to others. Our goal is to help more people avoid simply going to a lawyer, attending one of those seminars, attempting a DIY estate plan, or failing to prepare at all. At the end of the day, we just want you to be informed and comfortable with your decision. You owe it to yourself and your family to see what qualified estate planning can do for you. Call now for your free consultation. Legacy Assurance Plan 210-913-2312 eestrada@legacyassuranceplan.com LegacyAssurancePlan.com Your legacy deserves more than good intentions. It deserves a plan. Over and above all else, we will stand with you and yours from start to finish, from beginning to end, and beyond. GOD before wealth. Others before self. Faith over fear.
Board Certified Christian Business & Life Coach Serving Ocala, Florida and Surrounding Areas Certified Financial Planner Fee-Only Financial Planning and Coaching For Small Business Owners, Professionals, and Individuals Financial Planning and Coaching—Working Together I am a fee-only financial planner and a fee-only business, financial, and life coach. I do not sell products. I do not manage investments. I do not receive commissions Coaching from a Biblical Worldview
The first thing that I do is educate people about estate planning. Then if it makes sense, I help them put a will and trust into place. I help famiies to avoid probate, which can be a disaster---and to pass their legacy on to their family and any ministries they wish to support.
My primary objective for my clients is to help them get to their desired financial outcome in a complex and constantly changing world by recommending solutions that can help them achieve what is most important to them. To that end, I am supported by a team of professionals with many years of combined experience in financial and retirement services, estate preservation, charitable giving, business insurance, executive compensation, and employee benefits. I bring my personal faith and values to how I serve clients, building lasting financial security with integrity. One Pacific Financial Strategies is a financial advisory firm serving individuals, families, and small business owners. We specialize in retirement planning, life insurance, annuities, and tax-efficient strategies. Visit www.OnePacificfs.com. Registered Representative of and securities offered through OneAmerica Securities, Inc., a Registered Investment Advisor, Member FINRA, SIPC. One Pacific Financial Strategies is not an affiliate of OneAmerica Securities or the companies of OneAmerica Financial and is not a broker dealer or Registered Investment Advisor. Ibarra (Bar) De Leon may conduct life insurance and securities business in California and may be licensed in other states. Financial professionals cannot conduct life insurance or securities business in states in which they are not licensed. CA Insurance License #0H33530. This content is not a recommendation or endorsement of any product, service, security or issuer, nor should a "like" be interpreted as an endorsement by the firm or its financial professionals. Third-party posts do not reflect the views of Bar De Leon and have not been reviewed for completeness and accuracy. Further communication with this representative must be sent to and from bar@onepacificfs.com. For more information, refer to the following consumer websites: www.FINRA.org, www.SIPC.org.
HarvestWise Wealth Planning is an independent wealth management and financial planning firm dedicated to helping individuals, families, business owners, and organizations steward their financial resources with wisdom, purpose, and confidence. We provide comprehensive financial planning, investment management, retirement and tax planning strategies, estate and legacy planning, charitable giving guidance, and faith-based, values-aligned investment solutions. Our personalized approach brings the different areas of a client's financial life together into a coordinated strategy designed around their goals, values, family, and long-term vision. What distinguishes HarvestWise is our emphasis on biblical stewardship and values-based financial guidance. We believe wealth is more than something to accumulate—it is a resource to steward wisely, provide for those we love, practice generosity, and create a meaningful legacy. While many of our clients are Christian families seeking to integrate their faith into their financial decisions, we serve anyone who desires thoughtful financial guidance aligned with their deeply held values. As a fiduciary, our goal is to provide objective, personalized guidance that gives clients greater clarity and confidence about their financial future. Ultimately, we want to help our clients live contently, give generously, and leave a legacy that reflects what matters most to them.
We are a local Faith Based Insurance Agency that carries the big national brand behind us. Our agency specializes in Auto, Home, Life, Health Supplements and Financial Planning Services. We have locations in both Botetourt County and Roanoke County Virginia.
Chris offers both Financial Planning and Investment Management services for Millennial Families and Sales Professionals Brindle Financial is the marketing name that Chris Brindle uses to promote Financial Advisory services. Chris is a registered Investment Advisor Representative with Valor Investments and Planning.
I provide total financial needs analysis through a network of experienced professionals with detailed knowledge in: retirement income solutions, estate strategies, employee benefit and retention services, business continuation strategies, and trust services. MassMutual refers to Massachusetts Mutual Life Insurance Company.
At Empowered Legacy Co., we are committed to developing financially confident leaders who take ownership of their future and build wealth with purpose. Through strategic financial education, mentorship, and income-building opportunities, we empower individuals and families to create lasting generational impact. Our mission is to transform ambition into legacy by equipping people with the knowledge, mindset, and leadership skills needed to achieve financial confidence and long-term success. We believe true wealth extends beyond income—it creates opportunities, strengthens families, and leaves a lasting legacy for generations to come.
East Coast Tax and Financial Planning helps individuals and families in Vero Beach and throughout the Treasure Coast make more coordinated decisions about retirement, investments, income, and taxes. Led by Danny Howes, EA, RFC, the firm specializes in retirement-focused financial planning, wealth management, investment management, retirement income strategies, annuities, Social Security planning, Roth conversions, required minimum distributions, and tax-aware retirement planning. Our approach is designed to bring the financial and tax sides of retirement together, so clients can better understand how each decision may affect the bigger picture. We work closely with retirees, pre-retirees, and others seeking thoughtful, personalized guidance rather than one-size-fits-all financial advice.
I work as a financial planner, specifically helping faith-driven individuals implement financial plans designed to help them reach their goals. As part of financial planning, I also focus in investment management, charitable gifting strategies, budgeting/cash flow analysis, social security planning, and more. Securities offered through LPL Financial, Member SIPC www.sipc.org
Professionals & Retirees often face complex income structures, concentrated equity positions, and growing tax exposure as assets increase. Our focus is helping to improve tax efficiency, income structure, and portfolio management.
We are a fully licensed financial and estate planning firm. We specialize in all areas of financial and retirement planning and leaving behind a legacy with a properly structured estate plan. We also can assist with life, health, and Long term care insurance as well as medicare and social security planning.
Patrick Jackson is an Oklahoma Farm Bureau Insurance agent and financial advisor serving families, farmers, ranchers, and small businesses throughout Southeast Oklahoma. I help clients protect what they’ve built through home, auto, farm & ranch, commercial, and life insurance, while also helping families plan for the future through retirement and investment services. My goal is to provide straightforward, relationship-focused guidance while conducting business in a way that reflects my Christian faith and values.