Marketplace

Fixed Annuities vs. Bank CDs

Offered by Atha Financial Solutions
Financial
Annuity CD Safety of principal Yes Yes Tax-deferred accumulation Yes No Interest rate guarantee Yes Yes Early withdrawal charges Possibly Yes Liquidity without charges Yes...

College Plans

Offered by DLR Financial
Financial
Investing in education is an investment in the future. At DLR Financial, we offer tailored college planning solutions to help you save and prepare for the educational needs of your loved ones, ensuring they have access to quality education...

Financial Planning

Offered by Kivi Financial Group
Financial

Tax Preparation

Offered by Saber Financial Group
Financial
Our services encompass federal and state tax form preparation for individuals and businesses alike. Whether you're seeking assistance with your current business returns, navigating taxes related to rental properties, or need support to catch up...

Disability Insurance for Physicians and Dentists

Offered by Northwestern Mutual
Financial
Recognizing the substantial investment and unique capabilities that physicians and dentists bring to their careers, we understand that your ability to earn a living is paramount. Unlike other professions, the impact of injury or illness on your...

Financial Modeling

Offered by Fortis Construction Inc.
Financial
Crafting Success Through Financial Intelligence Fortis Construction, Inc. presents a transformative service: financial modeling. Our experts blend the art of construction with financial acumen to create comprehensive models that empower...

Collaborative Divorce Neutral Financial Specialist

Offered by Kivi Financial Group
Financial

Financial Planning

Offered by Education Trust Board Of New Mexico
Financial
The best savings plans offer significant tax advantages, like a 529 college savings plan: contributions are not taxable, meaning there is no withdrawal fee for legitimate college expenses. Contributions are also compounded, meaning that your...

Tax-Efficient Investing

Offered by Guardian Investments
Financial
Maximizing your after-tax returns is crucial. We employ tax-efficient investment strategies to help you minimize tax liabilities while optimizing your investment portfolio for growth.

Business Advisory Services

Offered by Pulakos CPAs
Financial
In addition to being excellent accountants, Pulakos CPAs’ advisors bring insights to clients based on decades of actual experience managing and growing profitable businesses. Our clients gain valuable advice and assistance from an...

Tax-Free Retirement

Offered by MARIO PEREZ
Financial
Tax-Free Retirement with IUL is a smart and strategic approach to building your retirement nest egg.

Living Benefits

Offered by MARIO PEREZ
Financial
Are you still protecting your family and finances with the "old kind" of life insurance that only pays out if you die?

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