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Showing 1 - 5 of 5 results
MASON & ASSOCIATES, LLC
MASON & ASSOCIATES, LLC
Newport News, Virginia
1-24 employees
Mason & Associates is an independent, fee-only financial planning firm located in Newport News, Virginia. We provide ongoing comprehensive financial planning and tax planning advice to clients locally and throughout the United States. Our financial advisors specialize in providing financial planning advice to federal employees who are covered by the Federal Employee Retirement System (FERS) and Civil Service Retirement System (CSRS). The financial planning team helps federal employees maximize federal benefits and provides guidance in all areas of financial planning such as retirement planning, tax planning, and estate planning. Not a federal employee? No problem! We serve a variety of clients who have no ties to the federal government other than the taxes they pay. Our financial planning process and client experience allows us to serve families who are already retired or actively working. John Mason, CFP®, Michael Mason, CFP®, and Tommy Blackburn, CFP®, CPA host the Federal Employee Financial Planning Podcast. The episodes discuss a wide range of federal benefits, tax and financial planning strategies, and at times features guests from other areas of the financial industry. Investment advisory services offered through Mason & Associates.
Retirement Benefits Rank
Top Benefits
MAINSAIL WEALTH ADVISORS, LLC
MAINSAIL WEALTH ADVISORS, LLC
Gloucester, Virginia
1-24 employees
At our core, Mainsail Wealth Advisors is focused on providing investment management, retirement planning, and estate planning services to retirees and pre-retirees. We strive to provide a high level of professional service to each of the households we are fortunate to serve. By understanding the unique needs of each client, helping them create a plan tailored to their specific goals, and meeting face to face on a consistent basis, we have a client service culture that helps us provide the highest level of service. Today our boutique practice serves over 500 families and businesses across twenty states from our two locations, Gloucester and Richmond, VA. We invite you to give us a call and experience the Mainsail difference. Mainsail Wealth Advisors, LLC Mainsail Wealth Advisors is not a registered broker/dealer, and is independent of Raymond James Financial Services. Securities are offered through Raymond James Financial Services, Inc. Member FINRA/SIPC. Investment Advisory Services are offered through Raymond James Financial Services Advisors, Inc. Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Please follow this link to additional disclosures: http://raymondjames.com/smicd.htm Office phone: 804-693-5500 Office fax: 804-693-2925
Retirement Benefits Rank
Market Leading
FIRST LANDING FINANCIAL, LLC
FIRST LANDING FINANCIAL, LLC
Virginia Beach, Virginia
1-24 employees
We serve as 401k Consulting Specialists and Private Wealth Management Advisors for business owners, executives, and retirees of companies located throughout the Mid Atlantic region of the country. Our primary mission is twofold: (1) To establish policies, procedures and documentation for those who serve as Plan Fiduciaries in order to assist in the fulfillment of their responsibilities, while seeking to minimize the inherent liabilities and (2) to assist individuals and families in managing and growing their investment assets, as well as helping them build a successful financial plan to address their retirement, estate, and succession planning objectives. We accomplish all of the above by adhering to a strictly defined process. Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC First Landing Financial, LLC is not a registered broker/dealer and is independent of Raymond James Financial Services. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Please follow this link to additional disclosures: http://raymondjames.com/smicd.htm
Retirement Benefits Rank
Below Market
CLARKE FINANCIAL MANAGEMENT
CLARKE FINANCIAL MANAGEMENT
Virginia Beach, Virginia
1-24 employees
Manage the applications of Investment accounts and other reception items
Retirement Benefits Rank
Below Market
KENNETH PORTER & COMPANY LTD
KENNETH PORTER & COMPANY LTD
Virginia Beach, Virginia
1-24 employees
Peace of mind with finances is something that many strive for in life, but it is very seldom that people achieve it. With so many unknowns in life, Kenneth Porter & Company has taken the approach to make difficult, confusing, and sophisticated financial strategies SANE, SOUND, & SIMPLE. Kenny Porter, President & Chief Macro Strategist has unlocked the key to creating peace of mind in finance through years of education and experience. We are LEAP™ Macro Strategjsts Sitting on the board for the LEAP™ (Lifetime Economic Acceleration Process), has become the key piece of the puzzle in helping people learn how their financial decisions in the present correlate with their financial results in the future. This process combines actuarial science with investments… because we all need both in planning. Kenneth Porter & Company takes a process oriented approach to wealth building as opposed to a product approach. This paired with the practice of full disclosure takes the sales hype off the table and allows our clients to make educated financial decisions. As one of only 5,000 registered LEAP™ practitioners, Kenny and his team are well equipped to help clients with all financial situations regardless of complexity. This process has been tried and tested, not only with Kenny using it in his own financial life, but helping thousands of clients over his 27 years of experience.
Retirement Benefits Rank
Market Leading