Carol W. Ochoa, Certified Financial Fiduciary Finally, a Comprehensive Estate Plan will help pass your estate quickly and tax efficiently to your heirs. Finley Wealth Advisors is a Fee-Only Fiduciary Wealth Management Firm, Purposefully Designed for the Middle-Class Millionaire, With $2 to $20 Million of Wealth, as Big Fish in Our Right-Sized Pond. 3400 Sweeten Creek Road Suite A CLTC: Certified in Long Term Care: Ms. Hartquist is uniquely qualified to advise clients on Medicare, Medicaid, Long Term Care coverage, and other alternative planning strategies for incapacitation. More importantly, a good advisor must find out exactly what each client needs and then do the homework to find the solution. Investments A distinctive approach, backed by our exceptional qualifications. In fact, he has assisted over 400 retirees to safely invest more than $15,000,000 into secure investments. Tim is also a member of the Lincoln Chamber of Commerce and the Lincoln Independent Business Association (LIBA). Rick McClanahanhas been working in the financial sector for over 15 years, helping clients protect their assets and invest wisely. Custody services offered through Charles Schwab & Co., Inc. CFF: As a Certified Financial Fiduciary, and a charter member the National Association of Certified Financial Fiduciaries, Ms. Hartquist adheres to the CFF Code of Conduct and the strict guidelines of the NACFF, and is required to give you advice that is in your best interest, not her own, practicing the Duties of Loyalty, Good Faith, Good Care for her clients, educating them first, using a Holistic Approach, with full disclosure, comparisons of suggested products, full confidentiality and adhering to strict professional practice management. Learn More Contact Us Tim grew up just north of Kearney before moving to Lincoln in 2013 to open a new Stonebridge location. Each advisor is a fiduciary, legally bound to work in your best interest, and rigorously vetted by SmartAsset. Because I believe that if you make life better for someone else, then youre worth something. This results in an unsatisfied client with a very happy broker. Glenn often provides public financial education courses and workshops at local Libraries, Colleges and Universities. After graduating from high school Mr. McClanahan served 8 years on three different ships in the United States Navy and is a proud veteran of Desert Shield and Desert Storm. As a Master Elite IRA Advisor Ms. Hartquist provides a Comprehensive IRA Plan to maximize your IRA, minimize taxes and pass it efficiently to your heirs. Upcoming Webinars Patti Lerch came to us from the field of engineering, bringing with her an enviable ability to sort, analyze and solve problems. Certifications: ChFEBC: A Chartered Federal Employee Benefit Consultant since 2010, Ms. Hartquist conducts retirement workshops for the Federal Government and creates customized retirement plans for current and retired Federal Employees, assisting with completion of Retirement Packages, as well as planning for the incorporation and tax efficient use of the TSP during retirement. The firm works primarily with high-net-worth individuals and families, requiring a minimum of $5,000,000 to open an account. Phone: 704-845-9030 Ms. Hartquist's currently available classes can be found by joining a free membership at myafea.org, and specifying Chapter 983. Close Together they enjoy spending time with their daughter and grandson. Investment Advisory Services offered through Brookstone Capital Management, LLC (BCM), a Registered Investment Advisor. St Louis Park, MN. Rick McClanahanhas been working in the financial sector for over 15 years, helping clients protect their assets and invest wisely. Read More We will act with skill, care, diligence, and good professional judgment. Website Fiduciaries maintain a legal and ethical standard that requires them to act in the best interests of their clients. The CNBC FA 100 celebrates the advisory firms that top the list in 2020 when it comes to offering a comprehensive service that helps clients navigate through their financial life. Nick graduated from The University of Delaware's Lerner College of Business and Economics, with a Bachelor of Science degree in Marketing and minor in Economics. 109 Muirs Chapel Road We develop unique wealth management strategies to minimize taxes, protect assets, maximize growth, distribute retirement assets, and transfer wealth. Timothy Kulhanek, Certified Financial Fiduciary , CRPS Per Stirpes, Every Plan Is Customized to Your Specific Circumstances, Simplifies Your Financial Decision Making, FREE Guide To Finding A Fiduciary Advisor. Jaris strives to help his clientsSleepWellAtNight, especially when it comes to making their money last through retirement. With over 200,000 financial advisors in the United States, how do you pick one? Companies She is 1 of 9 planners nationwide chosen to serve on The Estate Plan Source Advisory Council, and recipient of the Chairmans Award for Outstanding Service in Estate Planning. This results in an unsatisfied client with a very happy broker. Huntersville NC 28078. If you attend one workshop this year looking for ways to protect your capital, dont miss Nora Hartquists workshop! Charlotte North Carolina 28269 He enjoys exercising, spending time with his wife and three sons, and following the St. Louis Cardinals baseball and Indiana University basketball teams. Schedule an appointment Find an Investor Center Search or view all Investor Centers Can we save you a trip? Estate Planning. Close Patti L. Lerch, Certified Financial Fiduciary , CEP, MCEP, ChFEBC, CLTC Contact 3400 Sweeten Creek Road Suite A GuidedQuest, LLC and Hartquist & Noblet, LLC, 15 Francis Ct. Which Country Will Outperform in 2023? Glenn's work qualifies him for the Million Dollar Round Table, considered the standard of excellence in the financial services industry. To help accomplish that, he engages a team of financial, legal and tax professionals who provide multi-disciplinary solutions to a clients financial needs solutions not just from a legal perspective, a tax perspective, or an investment perspective, but from many integrated fields. Jacksonville FL 32256 Also, he is a sought after advisor requested to teach estate preservation, retirement income for affluent attendees and business continuation strategies for business owners at various businesses throughout the country. Financial fraudsters are after your assets. Website Captcha is invalid. Identity thieves steal your personal information (often to then commit financial fraud). Away from work, David serves the community as an elder at his church. We develop unique wealth management strategies to minimize taxes . Glenn W. Mosseller, Certified Financial Fiduciary , RFC When dealing with clients, or anyone, David says, my mantra is to comfort, to strengthen, to guide a philosophy espoused by the famous words of the late minister Dr. W. Frank Harrington.. Carol W. Ochoa, Certified Financial Fiduciary Phone: 828-681-8574 Mr. McClanahan's philosophy is that every client is different and should be treated as such. Therefore, she chose to join Finley Wealth Advisors because of the firm's fee-only fiduciary culture of always putting the client first at all times, in all matters. Phone: 970-663-3211 Doug, after nearly a decade in the financial services industry, founded Finley Wealth Advisors in February of 2006 as a fee-only fiduciary. The NSSA certification is not affiliated with or endorsed by the Social Security Administration or any other government agency. Read More He has advised Executive Retirees of IBM, AT&T, Duracel, Springs, and Comporium just to name a few. Close Close Office Location 121 Continental Drive, Suite 110, Newark, DE 19713 Phone Number 302-366-0366 Nick Vali is an Associate Partner and Wealth Manager at Diamond State Financial Group. Attracted to the beauty of the Blue Ridge Mountains, Glen and his wife of 25 years, Irene, reside in Arden, North Carolina. Therefore, the firm is markedly different from the fee-based brokerage firms. Contact He is delighted to be working as president of the Asheville Chapter of AFEA where he promotes financial literacy. During his time in the military he was also able to complete his undergraduate studies as well marry and begin raising 3 wonderful children. He realizes that Social Security and income planning, although complex, are integral pieces of the retirement puzzle for many people, and Jaris is confident that the time you spend at this workshop will be time well spent. Close We have chosen to structure our firm as a Registered Investment Advisor (RIA). Pleasanton CA 94588 Contact Glen Pier, Certified Financial Fiduciary Individuals often need cash to pay for items like a down payment on a new home, unexpected medical bills, or just simply to consolidate debt. Nora L. Hartquist, Certified Financial Fiduciary , CEP, CEPP, CLTC Stonebridge Insurance & Wealth Management In addition, Steves a financial instructor for a non-profit (AFEA) where he teaches retirement & safe money strategies for affluent attendees. Contact Copyrights 2017 All Rights Reserved. Stafford VA 22554. Personal Loan Which Should You Choose? Contact Glen Pier, Certified Financial Fiduciary 4651 Salisbury Rd. Captcha is invalid. We have taken it a step further by providing a comprehensive fiduciary training program and certification process that will further establish qualified financial professionals as a Certified Financial Fiduciary. Worth is more complex. 109 Muirs Chapel Road Your Secure Retirement, Inc. It's about Helping You Become The Hero Of Your Own Financial Story. Business Description. Huntersville NC 28078 Stafford VA 22554 wid = ""; Close Website Primary Contact Jeff Daye, CFP, CRPS, RPA As a Master Elite IRA Advisor Ms. Hartquist provides a Comprehensive IRA Plan to maximize your IRA, minimize taxes and pass it efficiently to your heirs. Her informative retirement workshops have been requested and attended by retirees of Fairfax County Public Schools, Orleans Parish Public Schools, Waste Management, Inc., the Federal Government, and the armed services including both the United States Marine Corps and the U. S. Army. Jaris Hansen, Certified Financial Fiduciary A peace of mind with a retirement income distribution strategy. NEA: National Ethics Association: By joining the National Ethics Association (NEA) Ms. Hartquist has placed herself in a position of scrutiny. (920) 383-1617. Captcha is invalid. While serving our country he worked in the finance department where he got his start assisting other service members with their finances. Arden NC 28704 Jaris' expertise helps him to do just that make the options simple to understand so folks can make the right decisions with confidence. David Morgan, Certified Financial Fiduciary , MSFS, CEA Glenn graduated with a BA in Economics and Business from Emory & Henry College. As a fiduciary, Glennfocuses on holistic financial planning that encompasses all aspects of retirement, tax and estate planning. Glen is a comprehensive wealth manager specializing in working with professionals and retirees. var correctCaptcha = function(response) { We will not mislead you, We will provide you an open disclosure of all important facts. We meet you as a fiduciary wherever you are in the life cycle of your wealth. Finally, a Comprehensive Estate Plan will help pass your estate quickly and tax efficiently to your heirs. As a result, you will learn more about Fee-Only Fiduciary Wealth Management and Evidence-based Investing because as a well-informed investor you will be better positioned for the future. 15 Francis Ct The National Social Security Advisor (NSSA) certification is obtained by completing eight hours of course work, passing a certification exam, and requires sixteen hours of biennial continuing education. While serving our country he worked in the finance department where he got his start assisting other service members with their finances. Read More
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