Millennial financial expert Kevin Mahoney, CFP® created Illumint to provide online financial planning for Millennials couples specifically. A fee-only financial advisor, Kevin specializes in navigating the new financial decisions that arise during our late 20s and 30s. Illumint is located in Washington, DC, but helps couples around the U.S. with student loans, homeownership, socially responsible investing, and challenging savings decisions. Kevin, who is married with two young kids, offers clients flexible services that align with a life full of work deadlines, date nights, and bath times. We welcome you to join this unique financial community!
We help you make smart financial decisions. No sales of financial products or account management. Our plan is to help you achieve your financial goals!
Values Added Financial helps progressives build thoughtful, prosperous, impactful financial lives. We provide comprehensive financial planning and investment management. All the people involved are LGBTQ+-friendly and the firm is committed to inclusion.
Monumental Financial Planning provides comprehensive financial planning services to a wide variety of clients, helping to ensure financial security. Our process allows our clients to reach the work optional phase in life. Our specialized care and exceptional service allows our clients to feel at ease when it comes to their retirement and securing a sound legacy.
With 34 years of distinguished federal service and a passion for community service, I am dedicated to helping lower-to-middle income wage earners achieve their financial goals for a brighter future. From active volunteerism in reducing homelessness, poverty reduction, prison reform (teaching pickleball at DC jail) to helping single-parent/guardian family households and fighting hunger, I am committed to making a positive impact in people's lives.
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Star Financial Enterprises, LLC is a finance-oriented business focused on providing a wide range of financial services. This includes investment advising, wealth management, and financial planning for individuals and businesses. The company aims to help clients achieve their financial goals through personalized strategies, market analysis, and expert advice. Their services may also include tax planning, retirement planning, and estate planning, ensuring a comprehensive approach to managing and growing wealth. Star Financial Enterprises prides itself on a client-centric approach, offering tailored solutions to meet the unique needs of each client. The firm leverages the latest financial technologies and market insights to deliver effective and innovative solutions, ensuring clients receive the best possible outcomes.
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Custom credit lines and loans using securities portfolios as collateral. Special programs for TD Ameritrade & Schwab account owners (inquire) Wide range of stocks, bonds & eligible securities ncluding mutual funds, REITs, UPREITs, bonds, ETFs, and more. Minimum collateral portfolio size: $100,000. FINRA/SIPC public institutional lenders & Certified Financial Planner/Regsistered Investment Advisor (CFP, RIA) loan managers/advisors. Lowest, wholesale interest rates in the market. Highest loan to value bar none, with no mandatory lender-side fees or transfer of title/ownership required.
