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.
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!
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.
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.
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.
Life and health insurance, legal & financial services with a personal touch!
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.
Christian Financial Planning, Investment, Insurance, Charitable Planning. Remote Advisor in 38 plus states.
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.
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.