Betcher Financial Group

Betcher Financial Group (BFG) is a leading independent financial firm that strives to uphold the highest standards of service to help ensure businesses succeed, families are protected and people enjoy a comfortable retirement. We specialize in wealth management, retirement planning and estate planning by offering a diverse range of options that are tailored to our client's needs. BFG Team Includes: Investment Advisor Representatives Estate Planning Specialists Estate Attorneys Business Planning Specialists Retirement Planning Specialists Personal and Liability Insurance Consultants Certified Public Accountants Insurance Advisors Group and Individual Health Licensed in: Michigan, California, Colorado, Florida, Georgia, Hawaii, Illinois, Indiana, Kentucky, Louisiana, Maryland, Missouri, North Carolina, Ohio, Oregon, Pennsylvania, Rhode Island, Texas, Virginia & Washington. For disclosures please see our website. Third-party comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.

Pine Grove Financial Group

We understand the impact that one small financial decision can have on the entirety of a retirement plan. That's why we delve into each client's unique goals and challenges by asking the big and the little questions. Our mission is to create clarity and build long-term relationships through proactive, straight-forward advice so you can live retirement on your terms. No matter where you are at on your journey, most families make various transitions throughout their life. Our goal is to help you work though those transitions by listening and understanding what is most important, building a plan around that and then navigating you through the various decisions and roadblocks you will face on that journey. Our proprietary process: the Retirement H.E.A.L.T.H. Stress-Test (tm) , helps navigate you through these transitions while strictly following our six core values. Our 6 Core Values: 1. Organization - Help you get organized so you understand what you have, where it is and what it means. 2. Transparency - It is hard to make formal decisions without having transparency around where you are at today and what needs improvement 3. Fiduciary - To act in the best interest of those you are serving goes without saying. Not every financial planning firm does this. We remove conflicts of interest. 4. Proactive plan - A plan is a working blueprint that serves as the foundation for making financial decisions. A great plan anticipates future needs and helps you make decisions proactively before you run in to trouble. 5. Communication - Trust is built through honest, proactive and transparent communication. 6. Accountability - Do what you say you are going to do. We take a blue collar approach to your money.

California Financial Partners, Inc.

California Financial Partners has the expertise and knowledge to assist you and your accountant and attorney in order to bring together all the pieces of the financial puzzle to create an overall financial plan for clients. We also specialize in 401k accounts for companies. Currently, our consultants manage approximately 190 million in advisory assets for individuals and companies. Advisory platforms are offered through LPL Financial. The consultants of California Financial Partners Inc are registered representatives with, and securities offered through LPL Financial Member FINRA/SIPC. For a list of state in which I am/we are registered to do business, please visit www.calfp.com. www.finra.org www.sipc.org

WallStreet*E Financial Services

WallStreet*E Financial Services is a unique broker dealer and Registered Investment Advisor, singularly positioned to service the brokerage, advisory, custodial, banking and insurance needs of investment professionals and their clients. Through the continuous evolution of its trading technology, rated "Site of the Week" by Barrons and The WallStreet Journal, and among "The Best of the Web" by Forbes and Smart Money, WallStreet*E technologically enables investment professionals, financial institutions and their clients with customizable technology, backoffice and operational support, custody, execution services, investment, risk and compliance management tools. Most significantly, WallStreet*E, uniquely supports the success of investment professionals and financial institutions by providing the right investment tools and solutions from cash management, retirement planning, wealth management to scalable technology platforms to support their operational and backoffice needs. All accounts held by our clearing firm Ridge Clearing & Outsourcing are protected through the Securities Investor Protection Corporation (SIPC) and customers are afforded the benefits under the Securities Investor Protection Act of 1970. SIPC provides protection up to a $500,000 limit, of which $100,000 may be for cash balances. In addition our clearing firm has arranged supplemental account protection through Customer Asset Protection Company (CAPCO), a licensed Vermont insurer which provides "Excess SIPC" protection of Full Net Equity of Securities and Cash, with no limitation on aggregate firm or per customer coverage. The additional securities and cash protection is of the same type and nature as provided by SIPC, but at a higher limit. WallStreet*E Financial Services does not engage in proprietary trading or derivatives activity which would subject your independent practice to added risk.

Canossian Sisters