retirement planning

DRH Retirement Solutions (formerly Hicks & Associates Insurance Services, Inc.) is a comprehensive insurance agency located in Grayslake, Illinois, specializing in Tax-Free Retirement, Retirement Planning, College Funding, Life Insurance with living benefits, and health insurance. The agency focuses on safe money products and a personal one-on-one approach to analyze each client's unique situation.

Federal Benefits analysisfinancial educationinsurance brokerage

EA Wealth Management, LLC is a financial planning and investment advisory firm based in Fort Worth, TX. Founded and led by CEO Ekua Anyanful, a Certified Financial Planner CFP® with over 23 years of industry experience, the firm provides trusted and independent advice, investment recommendations, financial plans, and insurance products to individuals, business owners, young investors, pre-retirees, retirees, and international clients.

Education planningfinancial planninginsurance strategiesinvestment managementrisk management

EmpowHer Planning is a financial planning and wealth management firm led by President Jennie Kim. It serves high-net-worth professionals, entrepreneurs, lawyers, founders, and immigrant medics, offering asset protection, income planning, estate planning, and retirement strategies. The firm is a DBE/SBE registered firm and a Women-Owned and Minority-Owned Business (WBE/MBE) per Nevada Unified Certification Program.

asset protectionestate planningfinancial planningincome planninginsurance planningtax optimization

Eubanks Consulting LLC is a woman-owned small business located in Waldorf, MD, run by consulting professionals with decades of experience in business services. It offers government contracting, financial services, and business services, and recruits consultants through a selective process.

Business Development & Sales SupportBusiness Development Services (Capture & Proposals)Business process improvementestate planningfinancial assessmentsHelp desk supportHR Management & Supporthuman capital managementIT Management & Supportlife insuranceLiving BenefitsLiving Trust servicesstrategic-planningTraining Management & SupportTraining & Team Building

LoneStar Wealth Management is a wealth management firm founded by Michael Byers and Mark Groom, providing investment and retirement planning solutions. The firm specializes in serving federal employees, helping them understand and maximize their benefits for retirement. It offers services including federal employee benefits advising, legacy planning, income planning, wealth management strategies, investment advising, tax planning, and Social Security maximization. The firm has offices in Texas, New Mexico, and Ohio.

estate planninginsurance servicesinvestment advisingTax planningwealth management

Federal Employees Retirement Services (FERS) works with federal, state and civil employees to help them better understand their specific benefits and retirement options. For over a decade, FERS has been taking care of federal and state employees across all 50 states, helping clients review their benefits early, understand their options, and maximize all available options for a successful retirement upon exiting federal service.

benefit analysiswebinars and seminars

Jameson Financial Solutions is a retirement planning firm that helps clients, particularly those with smaller investment portfolios, plan for retirement. It offers a complimentary, personalized retirement analysis covering tax-free income, Social Security maximization strategies, insurance planning, and maximizing IRA and 401K benefits. Its services focus on preservation, growth, and income. The firm supports the Veteran charities Folds of Honor and Team Addo.

insurance planningIRA and 401K planningretirement analysisSocial Security maximization

Federal Retirement Services PLLC is a financial advisory firm that helps federal employees plan for retirement. Formed in 2020 and led by founder Dave Baker, the team provides benefits consultations and custom financial and retirement plans to optimize federal benefits, including TSP, FERS, FEGLI, and Social Security. The company is authorized as a federal contractor (CAGE code 9MS64, UEI VR5MMUCHBYQ9) and is a DoD vendor.

benefits consultationfederal benefits educationfinancial planning

Federal Solutions Support, LLC (FSS), CAGE 16PM8, is an independent provider of federal employee benefits education, retirement planning, and HR support services. It helps federal employees understand FERS, TSP, FEHB, FEGLI, CSRS, Medicare, Social Security, and military service buybacks through complimentary benefits analyses and education. The firm states it has helped federal workers since 1988 and is licensed in all 50 states.

benefits analysisbenefits educationon-site and virtual educationwebinars and seminars

Federal Training Corporation, headquartered in Hunt Valley, Maryland, supports Federal agencies and departments and their employees across the country. The firm specializes in helping Federal Employees understand their benefits so they can make informed choices for retirement, and customizes its training programs to each client's needs. The team includes Certified Financial Planners, a Certified Public Accountant, and a Certified Retirement Planning Specialist, with over thirty years of experience.

benefits trainingfinancial planninginsurance planning

FirstBank Southwest is a community-focused bank serving the Texas Panhandle since 1907. It offers personal and business banking, mortgages, wealth management, trust services, retirement planning, and digital banking. The bank is headquartered in Amarillo, Texas, and has been recognized in the Best of Amarillo Community's Choice Awards and by the Independent Bankers Association of Texas.

business bankingdigital bankingmerchant credit card processingmobile depositmortgage lendingpersonal bankingtreasury managementtrust serviceswealth management

First State Bank is described as the oldest state bank in Texas, offering trusted community banking across North & Central Texas. It provides personal and business banking services, loans, wealth management and trust services through branches and online/mobile banking.

community bankingestate administrationmobile bankingmobile depositonline bankingtrust serviceswealth management

Fortis Capital is a boutique wealth management firm that unites every dimension of a client's financial life through a single comprehensive wealth platform. It serves individuals, families, and business owners, combining experience across planning, investment, protection, and tax strategy. The firm emphasizes clarity, confidence, and commitment, and supports a network of independent partner practices.

cash flow & distribution planningestate & legacy planninginsurance & protection planninginvestment advisorytax strategywealth management

Fortis Lux Financial is a boutique financial services firm that helps individuals, families, and business owners make confident financial decisions through thoughtful planning and a dedicated financial professional. It offers a premium advisory experience centered on long-term relationships and a disciplined process.

estate and legacy planningfinancial planninginvestment advisoryrisk managementwealth management

Francis Tax and Accounting is a CPA firm that provides tax and accounting services to businesses and individuals, describing a low-pressure approach to personal and professional services and a high client-retention rate. The firm offers business consulting, tax preparation and planning, IRS representation, and nonprofit form 990 preparation.

990 PreparationBusiness consultingEstate & Trust Tax Preparationfinancial analysisfinancial statementsIRS representationQuickBooks Onlinesales tax servicesTax Preparation & Planning

Haddad Financial Services offers financial coaching, insurance solutions, tax services, credit coaching, and business strategies. The site describes licensed experts in 18+ states, bilingual support in English and Arabic, and 20+ years of industry experience, with a client-first, holistic approach to financial wellness.

business servicesfinancial coachinginsurance planningTax preparation

Heritage Bank is a community bank offering personal, agricultural, and business banking services. Its offerings include checking and savings accounts, health savings accounts, individual retirement accounts, certificates of deposit, loans, credit cards, insurance solutions, wealth management, retirement plans, and realty services. The bank also provides professional services for farmers such as financial analysis and reporting, accounting, cash flow and bill paying, and tax planning and preparation.

Accountingcash flow and bill payingdigital bankingfinancial analysis and reportingrealty servicesremote deposit captureTax planning and preparationwealth management

Higgins Capital Management, Inc. is a San Diego, CA-based financial advisory firm founded by Debbie and Ray Higgins. The firm provides unbiased advice and clear strategies for growing family wealth, managing investment portfolios, retirement planning, 401(k) advisory, financial planning, generational wealth transfer, and estate planning.

401(k) advisoryestate planningfinancial planningportfolio managementwealth transfer planning

Jones Wealth Management Group was launched in 2001 in Memphis, Tennessee, to provide investment, retirement, and estate planning advice that educates and helps clients build, manage and maintain wealth. Led by Martavius D. Jones, a Chartered Federal Employee Benefits Consultant, the firm focuses on federal government employees but also serves individuals, families, small businesses, trusts, pension, and retirement plans.

Asset allocationBusiness retirement plan installationComprehensive financial planningEducation planningestate planningFederal retirement benefit analysisFee-based money managementInsurance needs modelingRetirement plan rollover/distribution managementTax planning

Kirby Ashley & Associates is a tax and accounting firm offering a full range of professional services with a low-pressure, individualized approach. Services include tax preparation and planning, IRS representation and tax resolution, bookkeeping, audits, reviews and compilations, business consulting, payroll, retirement planning, sales tax services, and notary public services.

auditsBookkeepingBusiness consultingCompilationsIRS representationnotary publicpayroll servicesReviewssales tax servicesTax planningTax preparation