Pension plan design, administration, tax preparation, retirement planning, ERISA compliance. Focusing on 401(k) Plans with Safe Harbor, Cross-Testing, New Comparability, and other specialized 401(k) Plan provisions.

Toth Financial professionals have delivered world-class financial and investment advice for over 32 years to our client base of high net-worth individuals. With over 100 years of combined expertise developing and managing assets, the investment professionals at Toth Financial take pride in developing highly customized portfolios that take into consideration risk tolerance, market conditions, retirement goals, and much more. Toth Financial clients place their trust and confidence in us. As a result, we are relentless in earning and retaining that trust. We are proud of our long-term client relationships.

As a business owner, you deal with thorny issues each day - health-care reform, compliance, retirement planning, wealth creation/management and, deferred compensation - every employee challenge in the book. We seek to make the journey easier by assisting you with knowledgeable guidance so you can focus on what matters to you - your business. We want to be your partner, aligning our top-notch people with yours. The Lifetime Companies is large enough to serve - offering a variety of strategies to help pursue your goals - yet small enough to provide the personalized attention you deserve. Our approach affects everything we do. As an example of our commitment, consider how we provide retirement plan consulting: We're ready and willing to act as a co-fiduciary [3(21)], providing you with sound recommendations for plan investment options, or as a full fiduciary [3(38)], with the sole responsibility and liability to select, monitor, and replace your plan's investment options. You're unique, and we know you by name. As a business partner, we work hard to provide you with quality service and custom solutions to your needs. We're large enough to serve, small enough to care… for a lifetime. If you wish to contact us for business reasons, please use the following email address: [email protected]. We cannot respond to any communications or questions about the financial services industry via LinkedIn. Securities and Advisory services offered through LPL Financial. A registered investment advisor. Member SIPC 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 The Lifetime Companes may discuss and/or transact business only with residents on the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

• Prepared bi-weekly, monthly, quarterly, semi-annual and annual internal financial reports for decision making. Excel in pro forma, waterfalls, and sensitivity analysis. Resulted in 15% yearly revenue growth. • Organized 4 semi-annual conventions in Gaylord National Convention Center, manage tickets and hotels for over 10,000 attendees. Prepared budget for the conventions and recorded all accounting activities for the events. • Directed 5 full-time staff to prepare over 300 tax returns annually. Responsible for monthly close, bank reconciliation, quarterly accounting reports and, leadership training materials.

Financial planning and wealth management services

Handford Financial Strategies is an independent financial consulting firm in the Northern Virginia/DC area.

What does “wealth” look like to you? How do you envision it? We believe the key to discovering your path to wealth starts with identifying your Purpose and Passion. We’ll work together to clarify your vision of wealth by defining and considering your unique objectives. The outcome is a goal-based plan tied specifically to those objectives. Through understanding your own vision, and the role money plays within that vision, you’ll have the potential to unlock the satisfaction of knowing how to Pursue your Purpose and Passion in life. *** 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. Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Buchanan Wealth Management, a registered investment advisor and separate entity from LPL Financial. The registered representative associated with this page may only discuss or transact business with residents of the following states: AZ, CA, CO, DC, DE, FL, GA, IL, IN, MA, MD, MI, MS, NY, OH, SC, TN, TX, VA, WA

We combine cutting-edge technology and a philosophy based on the idea of balance to help our clients achieve a new level of financial control and overall well-being. Securities offered through LPL Financial, Member SIPC. sipc.org. Investment advice offered through Buttonwood Wealth, a registered investment advisor and separate entity from LPL Financial. The financial professionals associated with Buttonwood Wealth 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. 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.

Headquartered in Warrenton, VA, Meridian provides holistic financial solutions to individuals and organizations nationwide. The firm offers deep expertise and services in investment management, financial planning, and strategic integration of financial resources. Meridian is one of the rare few that offers completely unbiased guidance and solutions to help clients create and manage a clear financial path to their life goals. The firm's partners have earned the unwavering trust of many long-term clients, who enjoy financial peace of mind as a result of the knowledge, customized care and - most especially, clarity - which Meridian consistently delivers.

Water Street Financial is a locally owned and operated wealth and financial management firm that specializes in comprehensive goals based financial planning for individuals and families, investment advisory to non-profits and municipalities, consulting services to retirement plan fiduciaries, and outcomes based financial wellness programs to the participants of employer retirement plans. Securities offered through LPL Financial. Member FINRA/SIPC. Investment advice offered through Wealthcare Advisory Partners LLC, a registered investment advisor. Wealthcare Advisory Partners LLC and Water Street Financial are separate entities from LPL Financial. Tommy Stine is solely an investment advisor representative of Wealthcare Advisory Partners LLC and is not affiliated with LPL Financial. The financial professionals associated with Water Street 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. 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 Wealth Management Institute (WMI) is the one of the most comprehensive financial planning and money management firms in the Mid-Atlantic region, providing a diverse array of investment initiatives, including: Money, Cash Flow & Asset Management, Life & Long-Term Care Insurance, Business Succession & Continuation, Tax Planning & Management, Retirement Planning & Pension Plan Design, and Estate Planning.

- Designed and developed a Monte Carlo Simulation for financial projections using Microsoft Excel during a one-year tenure at Variplan LLC.- Collaborated closely with the company owner to ensure the solution aligned with their specific needs.- Achieved substantial improvements in daily operational efficiency.- Successfully contributed to cost reduction initiatives within the organization.