Prepare trades of accounts and trade, Prepare summary reports for quarterly meetings with clients, attend some meetings with clients, research and analysis including a tax savings analysis,keep track of continuing education credits, update excel spreadsheets, write-up summaries, help clients get money out of a closing plan, attend conferences, etc.

Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. www.finra.org 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. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

MFC Benefits owned by William Schoof, is a growing Employee Benefits & HR Solutions firm. Since 1986, we have assisted clients with knowledgeable benefits guidance and exemplary service. Our philosophy is passionately focused to design customer-specific insurance programs that will provide our clients with comprehensive solutions and help manage the key components of a successful employee benefit package. The MFC Benefits strength is that we can help meet any employee benefit and HR objectives by developing benefit designs to control costs and support the needs of your employees while alleviating some of the challenges of the current employee benefits environment. We will work on your behalf for commissions received from the carriers selected rather than charging consulting fees. MFC Benefits is a resource rich company that delivers tailored benefits solutions to local and national organizations. Our business and customer service practices, high level of expertise, and ability to design customer-specific programs and solutions provides our clients with comprehensive solutions to implement and manage the key components of a successful employee benefits package. We believe MFC Benefits is best qualified to proactively partner with your company to: - Evaluate, design, and deliver coverage alternatives. - Achieve the most effective access to insurance carriers. - Educate your employees regarding benefits and utilization. * Assist in enrollments and employee coverage changes. * Assist your HR with employee communication. * Help keep your HR up to date on Health Reform changes effecting your employee offerings. - Effectively communicate and increase employee knowledge and overall satisfaction.

At Avery Wealth, we understand that managing wealth isn't simply about acquiring assets. It's about you. That's why our approach and the services that we provide focus on our clients. Building an ongoing relationship with you is integral to all that we do. We believe that an understanding of your life goals and your financial objectives will provide the foundation for providing distinct solutions to address the financial complexities in your life. When it comes to achieving your goals, you are best served by a deliberate process that begins before we ask you to commit to a long-term relationship with us. It starts with a “Discovery Meeting” focusing on you and your life. We will discuss your values, personal and professional goals and relationships, assets and interests. In addition, we will ask you to share your thoughts on questions such as: What does financial success look like to you? What resources do you have? What challenges do you face? We believe our approach fosters a relationship grounded in fiduciary obligation and incorporates the best academic evidence on how markets can be used to pursue financial independence. We combine that with a commitment to provide world-class client service and meet every client's highly individualized wealth-management needs. We believe an investment portfolio should directly reflect our clients’ financial and life objectives. That’s the simple principle on which Avery Wealth was founded and continues to do business today.

Four Financial Management was founded in 2008 by four industry veterans with long tenures at a major brokerage firm. Our goal is provide customized financial consulting that best suits the unique circumstances and objectives of our clients.PhilosophyThe firm’s overriding philosophy seeks to preserve the value of client portfolios during market declines. We believe that portfolios that utilize disciplined risk management strategies fare better than those of a typical buy and hold investor. Quite simply, limiting losses allows a portfolio to potentially recapture those losses faster with the objective of keeping the portfolio growing once the market rebounds. All of the investment strategies developed by Four Financial Management are modeled after the same investment approaches used by university endowment funds which also incorporate this disciplined risk management style.Securities offered through LPL Financial, Member FINRA/SIPC. For hyperlinks for FINRA/SIPC, please see ‘Contact and Personal Info’ section above. Four Financial Management is a Registered Investment Advisor and is a separate entity from LPL Financial. 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. For a list of states in which the Registered Advisors related to this site are registered to do business, please visit www.fourfinancial.com.

The Planning Group is an independent financial advisory firm who believes education is the key to achieving financial success. We work alongside our clients throughout the financial planning process, educating and coaching them through all of life's challenging financial decisions. Our multi-diciplined team assists clients with financial planning, investment management, risk management, and estate planning. Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment Advisory Services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. The Planning Group is not affiliated with Kestra IS or Kestra AS. Kestra IS and Kestra AS do not provide tax or legal advice and are not Certified Public Accounting firms. This profile is published for residents of the United States only. Registered Representatives of Kestra IS and Investment Advisor Representatives of Kestra AS may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact the Compliance Department at 844-553-7872.

Washington Avenue Advisors, LLC ("WAA") is a registered investment adviser. This platform is solely for informational purposes. Advisory services are only offered to clients or prospective clients where WAA and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. As a registered investment advisory firm, we are restricted from posting, publishing or otherwise disclosing any form of testimonial which is related to our investment advisory services. LinkedIn recommendations and endorsements may be viewed as a testimonial. This policy requires that we block any recommendations or endorsements. Links to websites and other resources operated by third parties are provided as information only, and there can be no assurance as to its accuracy, suitability or completeness. WAA does not endorse, authorize or sponsor the content or its respective sponsors and is in no way responsible for third party content, services, products or information, or for the collection or use of information regarding the web site’s users and/or members.

Costello Financial Planning is a family-owned business. We are a fiduciary fee-only financial planning firm located in Bend, OR, and Chicago, IL. Since starting in financial planning in 2015, our first clients were family. As we grow, our philosophy stays the same: Treat clients like family, and everything will take care of itself. We believe this is the primary reason clients partner with us and often refer their friends, family, and colleagues. As a fee-only firm, Costello Financial Planning does not sell any products, and it never receives any commissions or kickbacks. Clients work with us because of our evidence-based philosophy and ongoing client-centric approach. Rob Costello is a Certified Financial Planner and Paul Costello is a Certified Public Accountant.

FINANCIAL INDEPENDENTS INC. is a financial services company based out of 15851 SOUTH US 27, LANSING, Michigan, United States.

We are Ann Arbor’s retirement income and wealth perseveration advisory firm. What makes us different? Our first responsibility is to thoroughly understand your life accomplishments, your current goals, values, and retirement dreams. Only after listening to your unique situation, will we offer the financial guidance, judgment and specific recommendations you need to help you achieve and maintain your financial independence and sense of security. We can help you to maximize your retirement income whether from your pension, social security, or investments. We will help to grow, protect and preserve your wealth. Then, when it comes to distributing your assets while you are alive, and after you pass away in your estate plan, we are able provide the tools and guidance to do so in the most tax efficient manner. Our clients are just like you: individuals and families that have worked hard during their lifetime for their money and who appreciate personalized service in the retirement planning and implementation process. Our clients appreciate our income and investment strategies which are based on: • Safety of Principal • Reasonable Rates of Return • Dependable Income Streams • Actively Managed Portfolios • Keeping Things Simple • No Surprises You, like many of our clients, have worked hard for your money. You deserve to feel secure in your retirement years and sleep well at night. Let us work just as hard to protect your financial house. Call our office to learn more about how our company can help you to live your retirement dreams and enjoy life.

Boutique Family Office servicing and high net worth consulting firm with a specialty in family relationships and investment advisory functions.In addition to ongoing investment management we offer due diligence and background checks of asset managers, hedge funds and other investment related persons and entities.We also provide both investment advisor and asset manager searches and assist in locating the "right" advisor for independent investors.Need an objective "audit" of your existing advisor or managers? We do that too.

At Advanced Wealth Strategies, it is our mission to partner with our clients to achieve their financial goals. As an independent fee-based fiduciary advisor, we utilize a holistic process while working with our clients and their families to put the financial pieces together and address the entire picture throughout all phases of your life in an ever-changing world. Develop. Design. Defend We partner with you to develop your goals. We design a solution for your overall financial situation. We implement and defend against the ever-changing Securities offered through LPL Financial, Member FINRA/SIPC. Investment Advice offered through Capital Asset Advisory Services, LLC dba CG Advisory Services, a registered investment advisor. Capital Asset Advisory Services, LLC, CG Advisory Services, and Advanced Wealth Strategies are separate entities from LPL Financial.