Herr Wealth Managment

We believe it's difficult to help our client achieve their important financial and estate objectives without a proper plan that is clear on goals and values. We believe your economic status is not relevant and that everyone can benefit and afford a financial blueprint tailored to their specific circumstance. The old saying, if you don't know where you are going any road will get you there comes to mind. Creating your financial blueprint delivers clarity of direction, the road to achieve your goals and peace of mind. As the principal of this firm with over 34 years of experience I'm amazed at how little planning is being offered or being done in our industry. We are building this firm around client first and plan first. We believe that by having a plan we can better position our customers to make better decision around the solutions or products they need to meet their goals. We want to know what the issues and opportunities are for each of our clients and then help them solve for that. We also believe that a plan needs to be dynamic. By this I mean it needs to be reviewed regularly and adjusted for the life changes and economic changes occurring every day. So an annual review is a must in our view to ensure the goals area achieved.

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.

Financial Directions Group, Inc.

Since 1989, we have provided businesses and individuals with a broad range of financial services including employer retirement benefits programs, executive benefits, investments and financial planning. No matter what stage you may be in, we have one goal: to help you make smart choices with your money. RETIREMENT PLANS – Our goal is always to find the investment and administrative platform that meets your needs. To meet your fiduciary responsibilities, we can serve as 3(21) fiduciary and we commit to providing employee education. Based upon your objectives, we help you select the appropriate design from 401(k) or 403(b) to more sophisticated designs such as new comparability profit sharing or defined benefit plans. WEALTH ADVISORY – It all starts with the financial future you envision for your family. We listen, help you define your goals and get organized, and then devise and implement a plan that includes retirement planning, education planning, disability and long term care planning, life insurance needs and estate planning – all offered with support of our team of trusted advisors. INVESTMENT MANAGEMENT – We design and implement investment portfolios tailored to your risk profile and objectives. We offer a full range of investment products including mutual funds, annuities, private money managers, stocks and bonds, structured products and alternative investments. http://www.financialdirections.com/ www.finra.org www.sipc.org Securities offered through Cetera Advisors LLC, a registered broker-dealer, member FINRA/SIPC. Advisory services offered through Cetera Investment Advisers LLC, a registered investment adviser. All Third party posts are the responsibility of their respective authors. These opinions and information are subject to change at anytime without notice or obligation of notification. The information is intended for informational purposes only and is not intended to provide tax, legal, or investment advice.

The Sterling Group - Registered Investment Advisors

The Sterling Group exists to provide comprehensive wealth management to its clients. Based out of Pasadena, CA, The Sterling Group provides fee-based financial planning and investment management at the core of what we do. Overseeing our clients'​ assets requires the skill and knowledge of people with exceptional legal, tax, economic, and market analysis capabilities. We have built a team of professionals centralized around these qualifications. Striving towards long-term success in creating and attaining financial goals requires more than just investment management. It requires formulating and executing a comprehensive financial strategy—a strategy that combines all the considerations that have a role in your financial and personal life. For many of our clients, these considerations include retirement planning, tax planning, estate planning and insurance protection. There is a close and complex interplay between these factors, all of which must be considered simultaneously in order to seek the optimal result. The Sterling Group excels at assisting clients in formulating and implementing complex wealth management strategies. Our organization was created in response to a demand for comprehensive financial counsel that was objective, professional and personalized. Our success in pursuing these goals is reflected in the continuity of our clientele, and the fact that we have been serving some families for three decades. ***Securities offered through LPL Financial. Member SIPC www.sipc.org. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. For a list of states in which we are registered to do business, please visit tsgadvisor.com.

US Mortgage Capital

In 1982, Jay Steren believed that a lender could offer affordable loans to its customers and still run a profitable business. He never understood the practice of charging large points or fees and therefore, was determined to provide the lowest possible interest rates and fees available to his mortgage customers. With that philosophy in mind, he founded Mortgage Capital Associates (MCA). The mortgage professionals at MCA strive to build lasting business relationships based not only on offering you low rates, but on sound business practices. Today, 25 years later, our honesty, integrity and outstanding customer service have helped us achieve our status as one of the nation's top 200 lenders. In 2009, Jay Steren partnered with Robert Shamie to create US Mortgage Capital (USMC). USMC is a division of (MCA). USMC's prime objective is deliver the highest level of service to its clients while maintaining the absolute BEST RATES and service levels in the industry. USMC leverages the latest in technology combined with seasoned professionals to deliver the best online lending experience. While our competitors staff their online call centers with novice loan officers, USMC staffs professionals with at least 5 years' experience. These seasoned individuals are all considered to be the best at what they do. Our secret is our people and the difference shows up in our customer satisfaction.