Purse Strings Approved Professionals
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Financial Planning Advisor,
The Alchemists, Your Wealth Concierge
OVERVIEW OF SERVICES
401K Planning, 529 Plans, Annuities, Asset Management, Life Insurance, Long-Term Care, Mutual Funds
WHY I LOVE WORKING WITH WOMEN
I help women learn more about and better understand their financial lives. Improving cashflow and being more intentional about what we do with our money Read more...
SPECIALTIES
- Financial Planning
LOCATION
37RP+3R Dearing
.
.
.
United States
.
.
.
United States
SERVING:
All 50 States
CEO, Founder,
Texas Financial Advisory
OVERVIEW OF SERVICES
Asset Management, Estate Plans, Investing
SPECIALTIES
- Collaborative Divorce Process
- Divorce
- Divorce Financials
- Family Legacy Planning
- Financial Planning
- Legacy Planning
- Personal Tax Planning
- Retirement planning
- Tax Mitigation
- Tax Preparation
LOCATION
20650 Stone Oak Pkwy
San Antonio
Texas
78258
United States
San Antonio
Texas
78258
United States
SERVING:
All 50 States
Virtual Appointments Available
SPECIALTIES
- Business Financials
- Business Succession Planning
- Business Valuation
LOCATION
Suffield
Suffield
Connecticut
06026
United States
Suffield
Connecticut
06026
United States
SERVING:
All 50 States
Virtual Appointments Available
President, Financial Coach, Certified Financial Planner,
FocusYOU
OVERVIEW OF SERVICES
Life Insurance, Long-Term Care
WHY I LOVE WORKING WITH WOMEN
William is passionate about working with women and families to achieve their financial and life goals and protect their lifestyles. He became a financial planner Read more...
SPECIALTIES
- Family Legacy Planning
- Financial Planning
- Legacy Planning
- Managing
- Money Mindsets
- Personal Tax Planning
LOCATION
San Mateo
San Mateo
California
.
United States
San Mateo
California
.
United States
SERVING:
All 50 States
Virtual Appointments Available
Sr. Mortgage Loan Officer,
Oak Leaf Community Mortgage a division of Mutual Federal Bank
OVERVIEW OF SERVICES
Divorce Mortgage Planning
WHY I LOVE WORKING WITH WOMEN
Women supporting woman is an incredible gift. I find that the relationships, bonds and friendships that I have built while helping others make sense of Read more...
SPECIALTIES
- Collaborative Divorce Process
- Divorce
- Divorce Financials
- Lending Programs
- Litigation Support
- Mediation
- Mortgage
- Spousal and Child Support
LOCATION
150 E Butterfield Rd 2nd floor
Elmhurst
Illinois
60126
United States
Elmhurst
Illinois
60126
United States
SERVING:
All 50 States
Virtual Appointments Available
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