Purse Strings Approved Professionals

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Elana Cepa
Healthcare Planning Specialist Insurance Planning Specialist Life Insurance Specialist Long-Term Care Specialist
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Elana Hokin Cepa

Life & Health Insurance Specialist, The Life Lady
OVERVIEW OF SERVICES
Annuities, Asset Management, Disability insurance, Healthcare Insurance, Life Insurance, Long-Term Care
WHY I LOVE WORKING WITH WOMEN
When women are empowered with the education and tools they are unstoppable. I am passionate about supporting women and allowing them to be in control Read more...
SPECIALTIES.
  • Business Insurance
  • Divorce
  • Divorce Financials
  • Healthcare Insurance
  • Family Legacy Planning
  • Financial Planning
  • Financial
  • Legacy Planning
  • Mortgage
  • Retirement planning
  • Wealth Protection
  • Wealth Preservation
LOCATION
707 Skokie Boulevard
Northbrook
Illinois
60062
United States
SERVING:
AR,GA,ID,IL,IN,KS,LA,MA,MD,ME,MI,MO,NC,NH,NJ,NM,OH,PA,SC,TX
Virtual Appointments Available
ginaportrait
Financial Advisor Life Insurance Specialist Retirement Coach / Advisor
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Gina C. Wells, CLU, ChFC, RICP

Advisor and Infinite Banking Practitioner, Financial Design Strategies
OVERVIEW OF SERVICES
401K Planning, 529 Plans, Annuities, Asset Management, Budgeting, College Savings, Debt Consolidation, Disability insurance, Employee 401K Programs, Employee Benefits, Employee Pension Plans, Estate Plans, Infinite Banking Concept (IBC), Life Insurance, Long-Term Care, Mutual Funds
WHY I LOVE WORKING WITH WOMEN
I believe every woman deserves to understand her finances well enough to make confident decisions—regardless of her stage of life or previous financial experience. Over Read more...
COMPLIANCE DISCLAIMER
Investment advisory services offered through Brookstone Wealth Advisors, LLC (BWA), a registered investment advisor and an affiliate of Brookstone Capital Management, LLC. BWA and Financial Read more...
SPECIALTIES.
  • Business Succession Planning
  • College Financial Prep
  • Family Legacy Planning
  • Financial Planning
  • Mortgage
  • Pension
  • Personal Cash Flow Analysis
  • Personal Tax Planning
  • Social Security Specialist
  • Trust Planning
LOCATION
2415 Owen Rd., Ste A Fenton MI
Fenton
Michigan
48430
United States
SERVING:
CA,AZ,CT,FL,GA,IL,IN,MI,MN,MS,NC,NE,NJ,NY,OH,OK,SC,TN,TX,VA,WA
Virtual Appointments Available
Mitchell Nelson
Financial Advisor Life Insurance Specialist Medicaid / Medicare Specialist
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Mitchell Nelson

Senior Wealth Manager, Wealth Pathfinders
OVERVIEW OF SERVICES
401K Planning, 529 Plans, Alternative Investments, Annuities, Asset Management, Auto insurance, College Savings, Disability insurance, Downsizing and Relocating, Employee 401K Programs, Employee Benefits, Healthcare Insurance, Home insurance, Investing, Life Insurance, Long-Term Care, Mutual Funds, Socially Responsible Investing
WHY I LOVE WORKING WITH WOMEN
Most of my clients are women, and that’s not by accident. Women often seek an advisor who listens without judgment, explains without jargon, and provides 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.
  • Financial Planning
  • IRA
  • Retirement planning
  • Wealth Protection
  • Wealth Preservation
LOCATION
960 Starkey Road, Unit 10406
Largo
Florida
33771
United States
SERVING:
CA,CO,FL,MA,MO,NJ,NY,TN,TX
Virtual Appointments Available
Randall White
Financial Advisor Financial Planner Insurance Planning Specialist Life Insurance Specialist Long-Term Care Specialist Medicaid / Medicare Specialist
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Randall Journeay White, MBA, CFP®, ChFC®

Owner & Director of Planning, ASB Financial Services
OVERVIEW OF SERVICES
401K Planning, 529 Plans, Annuities, Asset Management, College Savings, Investing, Life Insurance, Long-Term Care, Mutual Funds
FINRA's BrokerCheck
COMPLIANCE DISCLAIMER
Investment Advisory Services Offered Through CreativeOne Wealth LLC, a Registered Investment Advisor.  ASB Financial Services and CreativeOne Wealth LLC are not affiliated. Licensed Insurance Professional. Read more...
SPECIALTIES.
  • Financial Planning
  • IRA
  • Legacy Planning
  • Medicare
  • Retirement planning
  • Self Directed IRA
  • Social Security Specialist
  • Trust Planning
  • Wealth Protection
LOCATION
2506 Lakeland Drive, Ste. 505
Flowood
Mississippi
39232
United States
SERVING:
All 50 States
Virtual Appointments Available
Steve Hartel
Financial Planner Life Insurance Specialist Retirement Coach / Advisor
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Steve Hartel, MBA, AIF®

Wealth Advisor / Financial Planner, Maia Wealth
OVERVIEW OF SERVICES
401K Planning, 529 Plans, Alternative Investments, Annuities, Asset Management, Budgeting, College Savings, Divorce Mortgage Planning, Downsizing and Relocating, Employee 401K Programs, Employee Benefits, Infinite Banking Concept (IBC), Investing, Life Insurance, Mutual Funds, Post-Divorce Matters, Socially Responsible Investing
WHY I LOVE WORKING WITH WOMEN
I grew up in a "traditional for the times" household where my mother didn't work outside the home and my father was the sole breadwinner. Read more...
FINRA's BrokerCheck
COMPLIANCE DISCLAIMER
Investment Advisory Services are offered through Maia Wealth, a Registered Investment Advisor. This profile does not constitute investment advice. This profile contains information from Steve Read more...
SPECIALTIES.
  • Business Insurance
  • Charitable Planning
  • Debt Elimination
  • Divorce
  • Divorce Financials
  • Divorce Mortgage Planning
  • Executive Compensation Packages
  • Family Legacy Planning
  • Financial Planning
  • Financial
  • IRA
  • Legacy Planning
  • Pension
  • Personal Tax Planning
  • Philanthropy
  • Retirement planning
  • Socially Conscious Investing
  • Student Loan Management
  • Tax Mitigation
  • Wealth Protection
  • Wealth Preservation
LOCATION
1401 17th St Suite 850
Denver
Colorado
80202
United States
SERVING:
All 50 States
Virtual Appointments Available