WMS Financial

WMS are specialists in tax, inflation, and cash flow strategies. In order to retire comfortably it is necessary for people to have all of their assets working in concert with their employment income and government tax rulers. For over 30 years, they been providing peace of mind by helping people protect their lifestyle and alleviate their anxiety and uncertainty about retirement. They have accomplished this through the development of a suite of proprietary strategies that they have branded the RSIP. An RSIP is a Retirement Strategic Income Plan. Some of the unique strategies of the RSIP are The RRSP Offset; The OAS Balloon; The Spousal TAX Arbitrage, among others. Regardless of one's specific strategy each individual will have their own personal RSIP Advantage Number. This number represents the increased cash flow you can expect in retirement. WMS clients typically increase their after tax cash flow in excess of 30%.

Croft and Oakes Financial Planners Ltd.

Croft and Oakes helps clients make the best financial plans by demystifying the complex, drawing on the expertise of highly qualified and experienced independent advisers with a professional yet friendly approach. Founded in 2016, Croft and Oakes was built on the like minded approaches of Keith Croft and Chris Oakes. Our approach is to provide high quality, holistic and unbiased advice to clients in Shropshire and the surrounding areas. Qualified In the advisory team we are Chartered Financial Planners and highly experienced in helping clients achieve their needs. The support team ensures we deliver an excellent level of customer service. Experienced Not only do our advisers have the right pieces of paper, but they also have a practical knowledge and experience of financial services. Each adviser has at least 20 years' experience in the industry with some of the biggest banks and wealth management providers in the world. Excellence We are professional in our approach and aren't afraid to deal with the complexities of our business. In fact, we specialise in these highly complex matters and are always seeking to better ourselves. This includes working with our clients throughout their lives as their needs change.

Adams Financial Concepts, LLC

Adams Financial Concepts, LLC was founded in 2000 by A. Michael Adams. Our passion is creating wealth for you, the investor. We believe that returns are the most important aspect of any portfolio and work hard for our clients to beat our benchmarks net of fees. Mike also hosts a radio show on KLFE 1590am every Saturday at 12pm in the Puget Sound area where he shares his market insights and talks with a new guest each week. Disclosure: Any "like"​ on this page cannot and should not be construed as an endorsement of Adams Financial Concepts, LLC's services.

MENTOR1 FINANCIAL ADVICE

Our Financial Planning services make planning for your future easy. Wherever you are at on your financial journey, whether you are just starting out, expanding your investments, or making retirement plans, advice from our qualified Financial Planners can help you achieve your goals sooner. Mentor1 Financial Planners look at your current financial situation, help you identity your financial goals and develop a financial plan to meet your needs. Like you, your financial plan will be unique, tailored to your circumstances, and at each decision point you stay in charge of your future. Our services include: - Retirement Planning - Superannuation - Estate Planning - Personal Insurance - Business Insurance - Investment Solutions - Debt Management - Cashflow and Budgeting In the first complimentary session we will ask questions about your current finances, so we can work out exactly how we can help you. We'll give you a few things to think about, along with some financial strategies to consider. Speak to the friendly team at MENTOR1 FINANCIAL ADVICE today to see how we can ensure you achieve your financial and life goals.

Darwin Wealth Management Ltd

Darwin Wealth Management Ltd is a qualified firm set up in 2005. With a client-centered approach, we aspire to be Shropshire's premier fee-based Personal Financial Planning practice.