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Completed my tax work and advised me on financial tax planning for next year. She was able to handle everything remotely, very convenient and knowledgeable.
Mr. Jeevan Joseph was very knowledgeable in his explanations about the products my wife and I were interested in. He set an appointment to meet my wife and I and showed up exactly on time. His professionalism was resounding and because of these attibutes we are confident in our choices for our secure retirement income. Would I recommend him to anyone? Without a shadow of a doubt because I know he will be there if I had any questions and he would surely steer me in the right direction. Thank you Jeevan!
I received excellent service from Williams Wealth Financial. Bridgett was very personable and she did an exceptional job handling all of my questions and concerns regarding moving my 401K Retirement. Rena Gipson
Tenisha is very willing, able and competent; she very friendly and engaging. Tenisha and I met and discussed our plans for the resume, cover letter and slide. The results were good. I liked the format better than the old format I had provided as the basis of the resume. To be honest, I added back a few things and edited a few more mainly for my business. The cover letter was great. The slide is good too and will have to edit down now that I have some guidance from my employers. I am not starting from scratch and this helps a great deal. Speaking of oil and gas, it helped that Tenisha had oil and gas experience.
I have a one on one meeting with Michael to try and establish a plan to pay my debt off faster. I've had roughly the same amount of debt for the past 7-8 years, never seeming to go down even without using my credit cards. We talked about my goal plans. He introduced me to the EveryDollar app and Debt Snowball, both of which have helped me budget. Since meeting with Michael 3 weeks ago, I've already paid off 6 of my bills and ready to tackle the rest in a timely manner and get my debt paid off quick. He really encouraged me that I CAN do this and I CAN become debt free. I highly recommend speaking to Michael if you are serious about becoming debt free!!
I knew I wanted to get started in the business of my dream. I always wanted to get in the elderly home care business. I did not know what to do. I really needed much guidance. Mr. Gilkes sat with me for many hours. His questions and guidance helped me crystallize my thoughts and better understand my responsibility as a businesswoman, a service provider and an employer. Then he got me started. He helped me register my business with the State Secretary and got my Employers Identification Number from the IRS. He prepared a thorough, very informative business plan. He helped me with all the paper requirements for the bank. I was approved for a $95,000 loan and a line of credit. It was a dream come true. He then provided all the quarterly reports the bank needed. I paid off my loan early. He helped me register with other tax and city and government entities. He now compiles all my external reports. Every month he comes to my office and prepares my financial statements, he prints these statements and discusses my previous month's performance. I adopt many of his recommendations. Then he files all my income taxes, payroll taxes, sales taxes and franchise tax. I operate a very successful and growing home care business because of the advice and services I get from Mr. Gilkes. Many of my friends are also using him and are happy with my recommendation.
Arkeytype Consultants were very knowledgeable and professional. Meetings were productive and they were able to develop a successful business plan for me.
Me and my wife Estrella are about that age where we want to settle down and not have to worry about bills or working for the rest of our lives. We had heard of Primerica before and luckily through this app we got in contact with Jacqueline, an awesome Primerica agent. She not only helped us with our retirement plan but also came up with a strategy for us to be debt free and financially independent by the time retire. I'm so thankful for her and Primerica for helping us out. - Kevin Ortiz
Beau and Kristina Carlisle is truly amazing!!! I contacted them literally an hour or two before I was going out of town to do a last minute marriage license officiating and they worked with my last minute schedule and showed up where I wanted them to and perform the little ceremony that I wanted!! Not only that they took on this task with just one hour noticed but they also work with my budget!! Which was amazing!! They were very professional and right on time too I was honestly supprice on how he put me in his busy schedule with just an hour notice omg!!! They also do wedding planning and a whole lot of other stuff also which is great!! They’re a great package deal and I highly reccommend them to anyone that is planning they big day or need someone last minute to plan with anything wedding!! And the best thing is.... they travel almost anywhere!!! Just give them a call but please do call them advance and not wait last minute like myself. Just to make sure you are on they schedule!! Thank you once again Beau and Kristina I am very greatful!!!
I like dealing with the owner of Edward M. Gardner P. C. C. P. A. who is interested in keeping a reputable business.
This kind hearted hardworking gentlemen helped me get focused on my future as far as Retirement and Investments are concerned he's the best!!! He puts himself around great leaders and team players who enjoy making positive impacts in peoples lives... I recommend Edward Lawrence and you should too.
We offer Financial Analysis for free! All we ask for is your time.
I have taught financial and retirement planning courses for many Houston area colleges, universities, and Fortune 100 companies. I have built a large investment management firm over the past 23 years. I take my role of helping seniors avoid serious financial mistakes very seriously. Among the most common mistakes are paying too much in taxes, taking excessive risks, and earning too little on their investments.
Our goal is to take the mystery out of investing, managing risk, preparing for retirement, and preserving your wealth. By helping you acquire the information you need to pursue your financial objectives, we hope to establish lifelong relationships with our clients.
RBC Wealth Management in Houston, TX specializes in comprehensive wealth management and investment planning with a focus on retirement planning addressing the unique needs of high net worth individuals.
We take into account fluctuations in the marketplace, tax advantages of different products, advancements in investment options, and changes in your needs to secure your financial foundation and freedom.
At Fort Wealth Management we take the time to develop a comprehensive plan that focuses on every part of your retirement. We believe that our clients should fully understand how their financial plan works and we work along side them to make the transition before and thoughout retirement. We have a warm and friendly office environment.
MTR Financial Services, LLC is a registered investment advisory firm, specializing in financial planning and wealth management, servicing individual clients and corporations on a fee-only basis. The fee-only model assures clients that our recommendations are not motivated by commissions of any kind. We believe that everybody, regardless of individual assets and/or income level, can benefit from professional financial advice. Whatever your current situation, itÂs important that you educate yourself about how to maximize your current financial assets and plan for a more secure future. Our mission is to provide sound, practical financial planning integrated with structured, disciplined investment management services. We conduct our business with the highest ethical standards and uncompromising integrity in order to develop long-term relationships. The central focus of MTR Financial Services, LLC is our clients. We treat them with honesty, respect, fairness, and appreciation at all times. Our personal financial planning services include: * Cash flow and budget planning * Investment planning * Education planning * Tax planning * Stock option planning * Insurance planning * Retirement planning * Estate planning * A second opinion on a current financial plan The financial plan provides a general recommendation of the type of portfolio a client needs, based on the client's risk tolerance and return needs. The general recommendation is what is known as a portfolio allocation, which illustrates how investments should be allocated to specific segments of the market. Some examples of segments include large-cap U.S. growth stocks, foreign stocks in developed markets, the U.S. bond market and so on. In wealth management, we take the recommended allocation and use it to formulate an investment policy statement which sets the overall investment strategy. From this, we then formulate the client's specific investment recommendations. Specific considerations within the investment policy statement typically include: * Risk tolerance, including the ability and willingness to take risk * Return needs as outlined in your comprehensive plan * Tax considerations, typically focused on maximizing after-tax returns * Time horizon over which portfolio will fund needs * Liquidity needs in the short-term You do not need a fortune to start building one. Contact us for a complimentary, no-obligation get acquainted meeting. This can be done either over the phone or in person. We can discuss which of our services may be appropriate for you during this meeting
We assist clients with retirement planning, 401k rollovers, IRAs, business retirement planning, tax saving strategies, college savings, life insurance, long-term care, estate planning and any other matters that relate to a client's finances.
I bring to the small and mid-size companies the accounting expertise that is available to the big corporate world. I'll do the accounting "stuff" so you can run the business. Depending on your needs, I can provide these services at your site or via the internet. Full bookkeeping services are offered. I also specialize in inventory valuation and control, cost accounting processes, accounting controls, financial planning and analysis (i.e., budget cycle), and system conversions (small business). Let's get to work!
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