Financial advisors for Retirement Planning

Offering comprehensive financial planning and investment management or one-time project plans for young families and professionals. Gain balance, clarity, and peace of mind in your financial picture.

Hi, I’m Matt. My job as a financial planner is to make your life simpler. To help you efficiently and effectively narrow down your options, so you can make the right decisions. And be confident in those decisions for the long-term. Financial planning and investment management are often muddied by unnecessary complexity (usually in an effort to sell you something). It doesn’t need to be this way.

The Financial Planning Co. specializes in working with individuals and couples within 5 years of retirement into the early years of retirement, helping them create plans to lower taxes and thereby having more money to spend in retirement.

The Lindenwood Promise is our commitment to strength, resilience, interconnectedness, and truthfulness in every client relationship. These values happen to mirror the traits of the mighty linden tree, which our founder Katie is proudly named after.

Skee founded Kinetic Wealth to pursue his passion for influencing others to positively impact themselves and those around them. Truly comprehensive services are offered using over a decade of service experience coupled with cutting edge technology.

Hi, I'm Jason Stepanik CFP® CIMA®. I founded SF Planning Group LLC after 27 years in the industry, with the goal of providing a simple, straightforward and stress-free financial planning experience.

Travis is the Founder of Custom Wealth Planners, a fee-only financial planning firm located in Ankeny, Iowa, serving clients virtually across the U.S.

Joseph Alfonso, CFP®, ChFC, EA, RICP is the founder and owner of Aegis Financial Advisory. Joe works with pre-retiree couples to help them successfully transition to a life in retirement. He is a certified tax professional and performs “tax-aware” financial planning.

Columbus Street’s flat-fee planning structure allows you to focus on your family and your dreams, not decimals. We help clients achieve their short- and long-term planning objectives based on their goals and values.

Spencer Financial Planning exists to empower people through financial health. We’re a fee-only, fiduciary firm. We look out for our clients’ best interests and help them make fantastic money decisions. We help you: - Make smart financial decisions - Cultivate good habits with your money - Navigate the complexities of your finances