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.
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.
We are an educational based financial services company helping people with inheritances, retirement and the new kind of life insurance you don't have to doors to use.
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.
Full service company providing payroll, bookkeeping, tax prep, tax advisory and tax representation before the Internal Revenue Service. Offering will and trust preparation as part of our overall estate planning.
I got into financial services in 2021 with no finance background — just seven years of trading my own money and a front-row seat to what a Living Benefits claim does for a family when the coverage is right. That's what turned this into a calling. I'm Sara Melton, founder of Melton Financial Solutions (Five Rings Financial) in Colorado Springs. I help families and business owners — life insurance, Living Benefits, key person and buy-sell coverage, IUL and tax-free retirement strategies, long-term care alternatives, plus investment management through my securities partner. Education first, always — you'll understand exactly what you're buying. If you're 35-55, building a business or a family, and want your money working as hard as your faith does — let's talk.
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
There's a difference! Here are the Top 3 Benefits I Hope to Bring to YOU. 1). Help NOT Sell Most agents are trying to "sell" you insurance. A smaller group of us are "Helpers" not "Sellers". No pressure...we just Educate, Empower and Advise you in your selection process. 2). Choices Galore I'm licensed in Health | Life | Medicare |Supplemental | Group Insurance across the states of AK, AL, AR, AZ, CA, CO, CT, FL, GA, IA, ID, IL, IN, KY, MI, MN, MO, MT, NC, ND, NM, NV, NY, OK, OR, SC, SD, TN, TX, UT, VA, WA & WI. My Brokerage offers me over 200 carriers to select from. I help you find the solutions that fit you based on your needs and your budget. 3). Extremely Versatile Most agent focus on a single insurance vertical...maybe two. When I started in this business, I made the same promise I make to EVERY client. "I'd like to be your agent from this day forward, if you'll have me." When my clients started moving into Medicare, I expanded accordingly. When my entrepreneurial clients started their own businesses, I expanded to Serve their Group needs. That's my commitment to you as well. My strategic, wholistic approach Helps Ensure you're Properly Covered if life throws you a curve ball. Please Schedule Today! Me and my wonderful Assistant are Here to Serve YOU! Blessings- Mike Cooper Virtual Office: 602-883-0083 Mike@HelpNotSell.com Health | Life | Medicare |Supplemental | Group Insurance | Annuity
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
Christian Financial Planning, Investment, Insurance, Charitable Planning. Remote Advisor in 38 plus states.
Matthew Nevarov is the founder of Fenceline Financial, a purpose-driven financial services firm built on the belief that protecting families is more than a profession—it’s a calling. With a background in law enforcement and executive protection, Matthew has spent his life standing on the front lines, safeguarding others in high-stakes environments. Today, he brings that same level of discipline, integrity, and commitment into the financial world. Fenceline Financial was created to serve as a line of defense for families, individuals, and first responders—those who dedicate their lives to protecting others but are often underserved when it comes to protecting themselves financially. The name “Fenceline” represents a boundary of security, a place where what matters most is guarded with intention and strength. At the core of Matthew’s approach is his faith. He believes that true stewardship means leading with integrity, putting people before profit, and serving others with honesty, humility, and purpose. His mission is not just to offer financial solutions, but to guide families in making wise, values-based decisions that create long-term security, generational stability, and peace of mind. Rather than transactional advising, Matthew focuses on building lifelong relationships rooted in trust and transparency. He listens first, understands each client’s unique situation, and develops customized strategies designed to protect, grow, and preserve what they’ve worked so hard to build. Through Fenceline Financial, Matthew is redefining what it means to serve—combining faith, experience, and financial expertise to help families stand strong, no matter what lies ahead.
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.
At LifeChanger$, we believe protecting your family’s future is an act of love and responsible stewardship. I help individuals, families, and business owners understand life insurance, Living Benefits, retirement strategies, and college planning in a simple, personal, and pressure-free way. Whether you’re starting your financial journey or reviewing an existing plan, I’ll help you explore solutions that align with your needs, goals, budget, and values. Schedule your complimentary, no-obligation consultation today. Let’s connect and create a plan that brings greater confidence, protection, and peace of mind to your family’s future.
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.
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.
Tax Preparation & Bookkeeping Business Coaching Retirement Planning
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.
A Strategist for Your Legacy Rene Farias helps California families and business owners build long-term wealth, protect income and assets, and pass more of it on. Every plan is designed around your goals — not a one-size-fits-all product. A U.S. Army veteran, independent financial professional, and licensed insurance advisor, Rene specializes in Business Succession Planning, Key Person Protection, Buy-Sell Agreement Funding, Executive Bonus Plan, Defined Benefit Plans, TFRA strategy, Retirement Income Planning (pre- and post-retirement), Long-Term Care Insurance, Term and Permanent life insurance. Whether you're protecting a business, building a legacy, planning for retirement, or in retirement, you get a strategy built to reduce risk and hold up over time.
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.