Straying from the traditional, hands-off method you may have heard about with other "big name" advisors, Hoffman Financial Group takes a personal and comprehensive approach to retirement planning. Our extensive knowledge in principal protection, income planning, wealth accumulation, and legacy planning can provide the diversity needed to help you pursue the retirement of your dreams.
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Blank Slate Financial is an independent financial planning and wealth management firm serving individuals, families, and business owners. We specialize in retirement planning, investment management, financial planning, and business financial services. Our commitment to personalized advice, proactive communication, and long-term client relationships is what makes us different.
Life Insurance Planning, College Planning, Retirement Planning, Long Term Care Planning,Business Retirement Planning, Business Consulting, Group Pension Plans ,Cost Segregation, Reduction of Credit Card Processing Costs, Business Property Tax Reduction.
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I am an experienced Financial Coach who will help you create & reach your goals & dreams. I offer a free consultation to understand your needs & discuss how I can help. Many of my clients need help with Debt Elimination, Budgeting, Goal Setting, Creating a Vision of the Future (what they want their life to be like), planning for retirement and/or college and reviewing their overall financial situation. Many clients have other goals such as purchasing a house, traveling more, retiring early, or making an important purchase. I help them plan to make them happen.
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Bo Gibbs is an Entrepreneur and Investment Advisor with 28+ years in the financial services industry. Gibbs Financial Group & Gibbs Wealth Management provide counsel to their clients on Wealth Management, Insurance, Fixed Indexed Annuities, Estate Planning, Real Estate Investing, 401(k)’s for small & large businesses, Tax Planning and comprehensive retirement planning. Investment advisory services offered through Gibbs Wealth Management a Registered Investment Advisor in the State of Georgia. Insurance products and services are offered through Gibbs Financial Group, Gibbs Wealth Management and Gibbs Financial Group are affiliated companies.
TandemGrowth Financial Advisors offers you a big advantage: an on-call financial advisor who will get to know you and collaborate with you. A trusted partner that you can rely on. The high value we place on client relationships is what sets us apart from other investment companies. Together, we can create a customized financial strategy and be there to help navigate all of life's financial choices.
I thrive on challenge, camaraderie, and precision--whether I'm riding dirt bikes, skiing, or competing on a tennis team. That energy fuels my work as a financial planner at Edelman Financial Engines. I've had a lifelong passion helping people gain clarity and confidence in their financial lives. I take pride in building personalized plans that reflect what matters most to my clients--so they can move forward with less stress and more freedom to enjoy life's next chapter. EFE may request that clients share their experiences. No compensation is paid for any reviews and EFE does not control the content. Reviews not representative of all clients.
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