Cardens

Business Owners are often so focused on growing and running their company that they pay minimal attention to their own personal financial 'stuff'​. This means that they can miss out on opportunities to save tax, they leave too much money in the business and they don't protect what they've worked hard for. If that sounds familiar, you might feel that even when you do find some time or motivation to deal with it all, the problem is not just the what and how, but who can you turn to for help? Who can you trust? For more than 25 years, the team at Cardens has been working with business owners. And many of them have been with us since the start so we know a bit about what works and what doesn't. One thing most successful business owners lack is time to waste. If that's not you and you're one of the few who have time to run your business and 'do it yourself'​ financially then we're not right for you. But, if you want to focus on your business and work in partnership with a team that will do all they can to get you financially sorted personally, then we should talk. We work best with people who want expert advice and ideas, who make decisions, but don't want to get bogged down in the day to day admin or research. They're happy to leave that to us. We also work best with clients who understand and value how much better it is to deal with and speak to the same people every time. And to know that they'll always come back with the answer. If this sounds interesting, the next best step is to give us a ring on 0117 9629696 and ask to set up an initial call to discuss how you'd like us to help.

Greater Texas Wealth & Risk Management LLC

By maintaining high standards of integrity and professionalism, we endeavor to know and understand your financial situation and provide you with only the most current, high quality information, services, and products to help you reach your goals. Greater Texas Wealth & Risk Management LLC is a full-service insurance and financial firm committed to helping people protect their families and pursue their financial goals. Based in the Dallas-Fort Worth area, we operate with a "client first" philosophy, offering a wide range of insurance and financial products and services to individuals and business owners. We believe you will be better able to identify your goals, and make sound decisions to help reach them, by our providing sound financial information. Please call us at (817) 374-4780 if you have any questions about our firm or the range of insurance and financial products and services we provide. We realize that every client comes with needs and challenges as unique as they are. We are not captive to any one company, allowing us to focus solely on our clients' needs. Note: Securities offered through Worth Financial Group, Member FINRA/SIPC, 16660 Dallas Pkwy, Suite 2200, Dallas, TX 75248, 877-397-7011

Diversified Asset Management, Inc.

Diversified Asset Management, Inc. is a privately owned, independent, fee-only, wealth management firm located in Boulder, Colorado. We are licensed as an investment adviser with the State of Colorado Division of Securities. The firm was established in 1996 by Robert Pyle, CFP®, CFA. The firm provides financial planning and wealth management services to successful individuals, families, senior executives, business-owners and retirees throughout Colorado. As an independent, fee-only wealth management firm, we are committed to thoroughly understanding our clients, establishing long-term relationships, and providing ongoing personalized service. Working with Diversified Asset Management, Inc. allows our clients to develop a quality of life that enables them to spend time with their families, enjoy the outdoors, and focus on the things they love.

Aligned Independent Advisors

Aligned is a boutique independent advisory firm that provides Investments, Family Office and Trading Services. We are a group of seasoned professionals with hundreds of years of collective experience with leading financial institutions. Our philosophy is to align our interests with our clients by removing elements that create conflicts of interest. By design, we keep a complete independent and open architecture investment platform. This keeps our advisors unbiased in making investment recommendations. We do not take retainers from anyone and select investment managers and other service providers purely on the basis of their capability, performance and good work that they may have done for our other clients. We also negotiate fees with these service providers to keep our client’s cost low. Our advisory process begins with gaining in-depth understanding about our clients in order to customize the right financial solutions aligned with their specific needs. Aligned is formed under affiliation with Aegis Capital which is a licensed broker-dealer and a member of FINRA, and the group oversees over a billion dollars in assets.

Absolute Home Loan Services

The Absolute Home Loan Services, LLC Team is your premiere mortgage team serving both Georgia and Florida. We pride ourselves on offering some of the lowest rates nationwide and make the loan process simple, straightforward and fast for borrowers seeking a mortgage in both Georgia and Florida. Whether you are a first time home buyer, purchasing your dream home, refinancing an outstanding loan, or consolidating debt, our highly experienced team of loan originators can help you take that first step toward a financial solution.