We at Scarbrough Financial Group, LLC, specialize in financial planning. Our mission is to help you bring clarity and confidence to all of your financial decisions. We are a dedicated team of experienced advisors helping our clients define and attain specific financial goals. Our team is comprised of specialists in all aspects of investment management and retirement planning, including mortgage, real estate, tax and estate planning. Securities offered through LPL Financial. Member SIPC www.sipc.org **Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.**
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When it comes to investment management, insurance planning, estate and tax planning no one compares to A.E.I. Financial Group. With years of combined experience, A.E.I. Financial Group has worked hard to build the trust of our clients in Santa Rosa and surrounding areas. Visit our website to learn more or better yet, call us today!
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At Meritage Wealth Advisory we know your concerns aren't limited to your investments, so we don't just provide investment management, we provide wealth management. Financial Planning - Do you have a plan to achieve the things in life that are important to you? Do you know how much you'll need? Do you know how much you should be saving? Are you doing everything you can to protect what you've got? We can help you develop a plan. Investment Consulting - Are your investments properly diversified? Are you taking more risk than necessary? What is the probability your current investments will provide the results you want? We can help manage your investments, to align with your goals and tolerance for risk. Relationship Management - Are you doing everything you can to mitigate the impact of taxes? What happens after you're gone? Are all your advisers on the same page? We can coordinate with your team of advisers to make sure all the areas of your finances are working together.
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We offer a unique performance based Debt Settlement program. Our program is intended for consumers that are struggling with too much unsecured debt, such as credit cards, personal loans, or medical bills. Generally, our clients are experiencing some form of financial hardship which makes it difficult or impossible to afford their regularly scheduled monthly payments. They are either already behind, or "robbing Peter to pay Paul" in order to keep their heads above water. More often than not, when consumers are in the position of not being able to afford their minimum payments, they have been forced into filing for bankruptcy. Our solution is an alternative to bankruptcy, although prior to enrolling, all prospective debt settlement clients should also explore bankruptcy as a solution. As with bankruptcy, Debt Settlement is an aggressive debt relief option, and intended for consumers that have experienced a financial hardship.
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• Ad Astra Financial Planning specializes in helping tech professionals navigate their equity compensation, make work optional, and take career breaks. • We are only compensated by our flat fees, and we receive no commissions of any sort, so recommendations are always in your best interest. • No "cookie cutter" guidance—our advice is catered to your unique, perhaps unconventional, life.
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Insurance, Annuities, Pension Calculations, Retirement Planning, College Savings, Educational Seminars.
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