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Sam T

CFP®, Series 63, Series 65, AIF®

Castle Rock, CO

Fidelis Wealth Advisors

Sam began his wealth management career in 2000. He was previously a partner in a registered investment advisory firm in Denver, acting as its Director of Financial Planning, Chief Financial Officer, and OSJ. Sam completed his CERTIFIED FINANCIAL PLANNER™ designation from the CFP® Board of Standards in early 2006. He holds insurance licenses in the State of Colorado for life, accident, property, casualty, and health. He’s also a member of the Financial Planning Association (FPA) and very active in his local chapter. Sam’s been featured on the local Channel 9 news affiliate segment, Moneyline 9 and currently serves his community providing pro bono financial advice to families in distress. He has a unique ability to relate to his clients, help them feel comfortable with difficult topics, and offer advice to meet their individual and family needs. His exceptional talent to see the big picture helps direct specific pieces of the planning puzzle to meet the overall needs of each client. PERSONAL Sam graduated from the University of Phoenix with a major in Finance. He enjoys spending time with his seven children. They participate in many sports activities, and Sam coaches several of his kids’ basketball teams. Sam resides in Castle Rock, Colorado.

Wealth management Business ownership considerations Business exit / sale strategy Retirement plans for business owners (SEP, solo 401k) Charitable giving tax strategies Dentist Attorney Retired Founder/Business Owner Executive Established Professionals Approaching retirement Mid-Career Professionals Divorced

Advisors near 49404

Out of 400,000+ nationwide

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Thaddeus P

CFP®, Series 63, Series 65

Grand Rapids, MI

Advance Wealth Management Service, LLC

College savings (529s, UTMA, etc.) Charitable giving & philanthropy General estate planning guidance General tax planning Options & derivatives strategies
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Adam L

Series 66

Spring Lake, MI

SkySail Wealth Management LLC

Options & derivatives strategies Private / alternative investments Concentrated stock management Real estate investing
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Jerome M

Series 65

Sparta, MI

Compound Value Advisers, LLC

Passive / index investing Options & derivatives strategies Real estate investing Founder/Business Owner
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Robert B

Series 63, Series 65

Grand Rapids, MI

Robert Charles Capital Management

Wealth management Private / alternative investments Founder/Business Owner
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Christopher V

Series 65

Grand Rapids, MI

Villaire Financial, LLC

General retirement planning College savings (529s, UTMA, etc.) Wealth management Passive / index investing
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James V

Series 65

Grand Rapids, MI

Vermeulen Capital Management

Options & derivatives strategies
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Tyler H

Series 65

Grand Rapids, MI

Clarity Wealth Management LLC

Wealth management Real estate investing
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Andrew J

Series 65

Grand Rapids, MI

Adestella Investment Management LLC

Active portfolio management Options & derivatives strategies
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Scott G

CFP®

Jenison, MI

Socrates Financial Planning

I was a college professor for many years and now I teach fellow professors how to manage their finances with confidence. I teach early-career professors how to create an effective financial plan and teach seasoned professors how to adjust their plans as retirement approaches. As a professor, I prepare for the first day of class. As a money mentor, I help professors prepare for their first day of retirement. As a professor, I help students develop an academic plan to meet their career goals. As a money mentor, I help professors develop a financial plan to achieve their life goals. Unlike most financial professionals, I work with you as a fee-only fiduciary planner. This means I am paid directly by you for objective advice without sales commissions, hidden fees, or conflicts of interests. My earliest money memory is saving my allowance and birthday money to pay for a toy when I was seven years old. I went to the sales counter with my piggy bank and dumped out coins and crumpled dollar bills. To this day, I value the ability to save for future goals. And yes, I still own the ceramic piggy bank! Investments are important, but so are income taxes, insurance, education funding, daily spending habits, estate planning and our relationship with money. I look forward to helping you achieve clarity and confidence with all aspects of a comprehensive financial plan.

Cash flow / budgeting College savings (529s, UTMA, etc.) Retirement income strategy General tax planning Educators, Teachers, and Academics University Employee
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Steven U

Series 65

Grand Rapids, MI

Freedom Financial Planning Solutions, LLC

RSUs / ISOs / NSOs Social Security optimization Medicare planning Tax strategies for small businesses Founder/Business Owner Retired Executive HENRY (High Earners, Not Rich Yet)
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