Sir Mortgage and Finance is a real estate company based out of United States.

Watts Gwilliam & Co. is a full service wealth management firm. Our focus is constructing customized investment portfolios offering diversification across many asset classes. Many of our clients are current, or former, C-Level corporate executives, and upper management, who acquired their wealth through their employer's publicly traded stock. Additionally, we created and have been running a covered call strategy called IPOM (Income Producing Options Model) for 11 years. For more information please visit our website.

PERFORMANCE CAPITAL, LLC is a company based out of 3801 E. INDIAN SCHOOL RD., PHOENIX, Arizona, United States.

Directly lead an operations management team responsible for the integrity of financial information for the company including budgeting, forecasting, financial planning and analysis, management, board and business metrics reporting, tax and all general accounting functions. Oversee 20 third-party service provider staff members responsible for dividend distributions, Subchapter M and Excise Tax distributions, GAAP financial accounting (annual audits), public reporting (annual and semi-annual reports, Prospectus and Statement of Additional Information) and SEC compliance (forms N-SAR, N-CSR, N-Q, N-1a, N-PX and 24(f)-2). Responsible for all tax-related issues including 1099 preparation and review, distribution requirements including excise tax, fiscal year and spillback requirements and company tax filings. Present investment administration and accounting reports at quarterly board and audit committee meetings. Member of multiple committees including: Disclosure Control (Chairman), Fair Value Pricing, and Complex Securities. Manage and audit company’s benefit programs to ensure they are compliant with SEC, IRS, and DOL legal requirements. As Administrator to the company’s 401(k) plan prepare information for 5500 filings and 11-Ks. Responsible for the development, implementation and enforcement of the Registered Investment Advisor’s compliance program (including policies and procedures) to ensure compliance with SEC / SRO regulations and firm policies.

Real Planning For Real Life.™ Simply put, our goal is to help people make money and life work. We do this through comprehensive financial life planning and investment management. We know that the life planning experience benefits the individual beyond money. Our many years of experience has taught us that clients who invest in themselves by creating a financial life plan experience a greater sense of safety and security, peace of mind, better connections with friends and family, higher self-esteem, and increased life satisfaction than those who do not. Intrinsic Wealth Counsel, Inc. is a Registered Investment Advisor registered with the United States Securities and Exchange Commission. Registration as an investment adviser does not imply a certain level of skill or training, and the content of this communication has not been approved or verified by the United States Securities and Exchange Commission or by any state securities authority. All information displayed herein is for educational purposes only. It is not intended to offer personal financial planning or investment advice. Nor is intended to offer any legal or tax advice. Market data, articles and other content in this material are based on generally-available information and are believed to be reliable. Intrinsic Wealth Counsel does not guarantee the accuracy of the information contained in this material. Contact your CFP® professional, CPA, Attorney or other advisors to discuss your particular situation. (480) 924-5613To learn more about us please visit our website and review our disclosure document (ADV Part 2).

BILTMORE WEALTH MANAGEMENT, L.L.C. is a Registered Investment Advisor based in Tempe, Arizona.

Able Financial Group was founded by two of the industry’s leading marketers with one simple goal… build an FMO with the advisor at the center of everything. It sounds simple, but it’s revolutionary in today’s marketplace. Our innovative marketing programs were designed with you in mind, guaranteeing results and costing a fraction of the competition. Our sales process was built around you, the advisor, to address the changing market keeping you on the cutting edge. Our Support group is designed for advisors, simplifying the case-design process empowering you to sell with confidence. Welcome to Able Financial Group.

Capital Insight Partners is a family office providing investment management services to high net worth families, corporate retirement plans, and select financial advisors. The firm serves clients with a broad range of financial planning needs including global multi-asset class portfolio management, legacy planning, charitable strategies, and risk management. As one of the largest Arizona-based independent investment managers, Capital Insight Partners helps clients across the country navigate changing markets and plan for life’s inevitable turns. Since 2008, our firm has developed a broad suite of services: providing retirement and estate planning, personalized investment management, and managing separately managed accounts. Investment advisory services are offered through Capital Insight Partners, LLC an SEC-registered investment adviser. Registration with the SEC does not imply a certain level of skill or training. Certain appropriately licensed individuals are registered to offer securities through M.S. Howells & Co., Inc., a Registered Broker/Dealer, Member of FINRA and SIPC. M.S. Howells & Co and Capital Insight Partners, LLC are not affiliated. This site is published for residents of the United States only. Registered Representatives of M.S. Howells & Co. and Capital Insight Partners, LLC may only conduct business with residents of the states and jurisdictions they are properly registered. Not all the products and services referenced on this site are available in every state and through every representative or advisor listed. Neither M.S. Howells & Co. nor Capital Insight Partners, LLC provides legal or tax advice. Check the background of the investment firm on SEC’s https://adviserinfo.sec.gov/.

DecisionPoint Financial, LLC is a Fee-only financial planning & fiduciary investment management firm dedicated to assisting clients with growing, managing, and protecting their wealth. Our services include: - Financial Planning - Investment Management - Cash Flow Planning - Retirement Planning - Risk Management - Charitable Giving - Tax Planning - First Responders & Governmental 457(b) Plans - Institutional 401(k) & 403(b) Plans - ERISA 3(38) Investment Management

The demands of everyday life often leave many working tirelessly for a paycheck, but lacking the time to prioritize spending, saving, debt payoff, and investing for the future. For modern professionals like you, there's more to life than work. You want the freedom to spend quality time with your loved ones, explore new experiences, and have a career that truly fulfills you. It's time to break free from the constraints of traditional financial planning and embrace a new approach that will help you build wealth and live life on your own terms. ➡️Are you tired of feeling trapped in a job that doesn't bring you joy? ➡️Do you long for more time with your family and the ability to pursue your passions? ➡️Are you ready to take control of your financial future and create a life of abundance? Achieve Financial Success with Our Tailored Financial Planning Services ✅Get a customized plan to build wealth and independence ✅Stop money from slipping through your fingers with tax mitigation strategies ✅Retire earlier than you ever imagined And what happens if you just do nothing? If you continue down the same path, working tirelessly for a paycheck that barely covers your expenses, you'll miss out on precious moments with your loved ones. You'll be stuck in a job that drains your energy and leaves you feeling unfulfilled. And worst of all, you'll never experience the true freedom and abundance that comes from having a tailored financial plan designed to maximize your wealth. Don't let another day go by without taking action. Contact me for a complimentary, no-pressure consultation. Your dream life is waiting for you!

Open retirement/non retirement accounts, process RMD’s and other withdrawals for clients, assist in creating financial statements of clients and different reporting of investments, liaison between clients and CPA’s for taxes.

Intrinsic Value Partners was founded in 2012. IVP provides discretionary investment management services to trusts, estates, institutions, company retirement plans, small businesses, charities, individuals, families and their related entities. The firm is registered with the SEC as a Registered Investment Adviser.