Purse Strings Approved Professionals

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Kyle hogen
Financial Advisor Financial Planner
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Kyle Hogan, CFP®

Financial Planner, Holistic Planning - Kansas City
OVERVIEW OF SERVICES
401K Planning, 529 Plans, Asset Management, Investing, Mutual Funds
COMPLIANCE DISCLAIMER
Purse Strings is not a client of this financial professional or the financial professional’s Registered Investment Advisor firm. Purse Strings receives compensation from this financial Read more...
SPECIALTIES.
  • Financial Planning
  • IRA
  • Personal Tax Planning
  • Self Directed IRA
  • Tax Mitigation
  • Trust Planning
  • Wealth Preservation
LOCATION
1901 West 47th Place #103
Westwood
Kansas
66205
United States
SERVING:
KS
Virtual Appointments Available
1730303138457
Financial Advisor Financial Planner
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Guli Fager, CFP®, MPH

Financial Advisor, Toler Financial Group, LLC
OVERVIEW OF SERVICES
401K Planning, 529 Plans, Asset Management, Budgeting, College Savings, Debt Consolidation, Disability insurance, Employee Benefits, Investing, Life Insurance, Long-Term Care, Socially Responsible Investing
WHY I LOVE WORKING WITH WOMEN
As a teenager I worked summers for a financial newsletter and read the Wall Street Journal. But in college, I didn't see myself reflected in Read more...
COMPLIANCE DISCLAIMER
Purse Strings is not a client of this financial professional or the financial professional’s Registered Investment Advisor firm. Purse Strings receives compensation from this financial Read more...
SPECIALTIES.
  • Financial Planning
  • IRA
  • Retirement planning
  • Wealth Protection
  • Wealth Preservation
LOCATION
1100 Wayne Avenue, STE 670
Silver Spring
Maryland
20910
United States
SERVING:
CA,CO,FL,KY,MA,MD,ME,NC,NJ,NY,PA,TX,VA,VT
Virtual Appointments Available
Headshot 3 3
Divorce Financial Analyst Financial Advisor Financial Planner Mediator Settlement Consultant
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Samm Pring, CDFA®. CRPC®, Financial Planner, Wealth Advisor

Founder and Certified Divorce Financial Analyst, Healthy Divorce Options
OVERVIEW OF SERVICES
401K Planning, 529 Plans, Alternative Investments, Annuities, Asset Management, Budgeting, Divorce Financial Neutral, Divorce Mediator, Divorce Mortgage Planning, Investing, Post-Divorce Matters
WHY I LOVE WORKING WITH WOMEN
Working with women during a divorce settlement is profoundly rewarding because it is fundamentally about empowering a woman who has dedicated her life to the Read more...
FINRA's BrokerCheck
COMPLIANCE DISCLAIMER
Purse Strings is not a client of this financial professional or the financial professional’s Registered Investment Advisor firm. Purse Strings receives compensation from this financial Read more...
SPECIALTIES.
  • Divorce
  • Divorce Financials
  • Executive Compensation Packages
  • Financial Planning
  • IRA
  • Litigation Support
  • Mediation
  • Pension
  • Retirement planning
LOCATION
McKinney
McKinney
Texas
75071
United States
SERVING:
All 50 States
Virtual Appointments Available
Karen
Business Coach Financial Advisor Money / Financial Coach Financial Planner Insurance Planning Specialist
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Karen Koenig

Founder and Owner, KK Financial Solutions - Financially Empowering You
OVERVIEW OF SERVICES
401K Planning, 529 Plans, Annuities, Asset Management, Budgeting, Buy a Business, College Savings, Disability insurance, Employee 401K Programs, Estate Plans, Investing, Life Insurance, Long-Term Care, Post-Divorce Matters, Socially Responsible Investing, Sell a Business
FINRA's BrokerCheck
COMPLIANCE DISCLAIMER
Investment advice offered through Wealthcare Advisory Partners LLC dba KK Financial Solutions. Wealthcare Advisory Partners LLC is a registered investment advisor with the U.S. Securities Read more...
SPECIALTIES.
  • Business Coaching
  • Business Financials
  • Business Growth
  • Business Insurance
  • Business Planning
  • Business Valuation
  • Collaborative Divorce Process
  • Daily Money Management
  • Divorce
  • Divorce Financials
  • Divorce Mortgage Planning
  • Financial Planning
  • Legacy Planning
  • Money Mindsets
  • Retirement planning
  • Socially Conscious Investing
  • Special Needs Planning
  • Trust Planning
  • Wealth Protection
  • Wealth Preservation
LOCATION
18112 N Plaza Ct
Surprise
Arizona
85374
United States
SERVING:
All 50 States
Virtual Appointments Available
J Michael Cole
Business Advisor Divorce Financial Analyst Financial Advisor
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J. Michael Cole, CFP®, CDFA®

Financial Advisor and Small Business Advisor, Cole Wealth Management | Northwestern Mutual
OVERVIEW OF SERVICES
401K Planning, 529 Plans, Budgeting, Disability insurance, Employee 401K Programs, Employee Benefits, Employee Pension Plans, Investing, Life Insurance, Long-Term Care
FINRA's BrokerCheck
COMPLIANCE DISCLAIMER
Purse Strings is not a client of this financial professional or the financial professional’s Registered Investment Advisor firm. Purse Strings receives compensation from this financial Read more...
SPECIALTIES.
  • Business Planning
  • Business Succession Planning
  • Divorce
  • Family Legacy Planning
  • Financial Planning
  • IRA
  • Personal Cash Flow Analysis
  • Retirement planning
  • Special Needs Planning
  • Wealth Protection
  • Wealth Preservation
LOCATION
201 Sigma Drive, Suite 100
Summerville
South Carolina
29486
United States
SERVING:
All 50 States
Virtual Appointments Available