Planning For Retirement Financial Advisors
Showing 81-88 of 125 advisors
Wilmington, NC
Brett Tushingham
Farther
Specialties and Expertise
Retirement IncomeTax Minimization Investment StrategiesEquity Compensation+1
Typical Clientele
RetireesDoctors+7
Pricing Model:
AUM
Number of Clients
40
Years of Experience:
22 years
Manchester, NH
Christopher June
Sweeney Financial Management (SFM)
Specialties and Expertise
Portfolio ConstructionRetirement IncomeAlternative Investments+6
Typical Clientele
RetireesNew Investors+7
Pricing Model:
AUM
Number of Clients
80
Years of Experience:
23 years
Augusta, GA
Steve Marbert
Richard Young Associates
Specialties and Expertise
Retirement IncomeWealth Accumulation and Preservation StrategiesCollege Planning
Typical Clientele
RetireesBusiness Owners+2
Pricing Model:
AUM
Number of Clients
N/A
Years of Experience:
30 years
Chandler, AZ
George Kao
Reach One Teach One Financial
Specialties and Expertise
Philanthropic Planning and GivingTax Minimization Investment StrategiesHigh Net Worth Planning+3
Typical Clientele
TeachersRetirees+4
Pricing Model:
Flat Fee
Number of Clients
N/A
Years of Experience:
6 years
Ripon, CA
Danielle Miura
Spark Financials
Specialties and Expertise
Tax Minimization Investment StrategiesRetirement IncomeWealth Accumulation and Preservation Strategies+1
Typical Clientele
InheritorsRetirees+2
Pricing Model:
AUM
Number of Clients
10
Years of Experience:
6 years
Downers Grove, IL
Gregory Kurinec
Specialties and Expertise
Trust ServicesHigh Net Worth PlanningTax Minimization Investment Strategies+5
Typical Clientele
RetireesSurviving Spouses
Pricing Model:
AUM
Number of Clients
50
Years of Experience:
18 years
Denver, CO
Alec Quaid
American Portfolios Denver
Specialties and Expertise
Cash Flow AnalysisTax Minimization Investment StrategiesRetirement Income+2
Typical Clientele
New InvestorsRetirees+2
Pricing Model:
Flat Fee
Number of Clients
N/A
Years of Experience:
7 years
Rockford, IL
Steve Hofmann
RIDGELINE PRIVATE WEALTH
Specialties and Expertise
Business Ownership StrategiesTax Minimization Investment StrategiesHigh Net Worth Planning+7
Typical Clientele
Business OwnersWealthy Families+5
Pricing Model:
Flat Fee
Number of Clients
N/A
Years of Experience:
17 years