Divorcing without a certified divorce financial analyst by your side sets you up for unwanted financial surprises in the future. As you negotiate a settlement through mediation or litigation, what may seem like a fair division of assets may result in an unfair situation in the future. I am Laurie Itkin, a certified divorce financial analyst (also known
Shelley S. —
Laurie was such a helpful resource to have as I was going through my divorce. I highly recommend her. It was wonderful to
Finally, an educational, consumer friendly financial software that will provide resources and tools to help you be more financially responsible!. Lettuce Tracker will show your true financial potential to build a solid financial portfolio and create your own economy!.
Wingonomics is our proprietary objective financial planning strategy created by our
William Flowers —
New Beginning Financial Group played a significant role in dissecting a business opportunity from a financial and tax perspective
Taxes are the biggest barbarian you'll face. We can help you in the fight with him right now and develop a plan for continuing to fight the battle in the future. Healthcare is the second biggest barbarian you'll face. We can transfer the risk of this barbarian to other avenues like insurance and long-term care.
Your own behavior is the sneakiest barbarian
Chuck Hamilton —
Positive: Professionalism, Responsiveness
Nic's insight has been very helpful with my retirement planning. He's always
Our Professionals combine 35+ years of experience with the technical know-how to offer the best client experience possible. Our team takes a holistic approach in helping individuals and families meet their personal goals and reach financial independence. Our team is focused on serving the needs of business owners to help them grow, protect, and ultimately
Chris Shemmer —
As a professional in the financial industry, I thought I could handle everything for my family. I eventually realized it
RHS Financial is a boutique wealth management firm helping tech professionals think bigger about their wealth through the power of aspirational financial planning and institutional quality investment management strategies. Alex is one of the best financial advisors I have had the pleasure to work with.
The investment management he provides to his clients
Alex Greer —
Alex is one of the best financial advisors I have had the pleasure to work with. The investment management he provides to
At Asset Strategies, Inc., we know that financial planning can be complex, which is why we aim to make working with an experienced advisor, like us, simple. Since 2002, we have helped clients successfully manage their finances and reach their retirement goals while building meaningful relationships along the way.
As a fee-only, comprehensive advisory
Annette G. —
Asset Strategies' leader, Alan Rothstein, has been my financial advisor for over ten years now. During the financial
(1) (1)
(612) 578-4377
The premier one-stop shop for the financial, tax, estate planning, and personal general counsel needs of high net-worth individuals. We pride ourselves on the breadth of our skills and the quality of our service. The high quality of our services stems from our ability to provide unbiased advice that has your best interests in mind; this is possible
Mike Arnold —
Steve is very professional. The moment I met him, I could tell he knew what he was doing! I’ve used a ton of different
The Money Matters with Ken Moraif Radio Show is brought to you by Retirement Planners of America. Originally founded as Money Matters with Ken Moraif, the company changed its name to Retirement Planners of America in 2019 to better reflect our commitment to our clients retirement planning needs. Find local show times or listen to the latest podcast
John C. —
Thier strategy is in timing the Market resulting in losses. Selling thier stocks at the lows and then advising listeners
It is my pleasure to welcome you to the CEI Financial Planning website. I encourage you to take a moment to explore the site and become more familiar with CEI, myself and my staff. This site is designed to provide our existing and future clients with useful information and updates. By working in close partnership with our clients we can better help
Related categories
Investment advisors
Wealth management
Financial services
Retirement planning
Financial advisors
Asset management