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Whitehall Financial Advisors LLC is a Greenwich, CT-based company in the Financial Services sector.
After working in financial services for several years, Michael Littledike recognized the need for a holistic retirement planning strategy driven by results rather than products – which are often limited by the few companies offering them. Michael established Capita Financial Network to deliver comprehensive wealth management solutions through a team of independent planners and an industry-leading network of Financial advisors, Social Security experts, Medicare experts, Real-estate professionals, Mortgage officers, Insurance agents, Accountants, Estate planners and Attorneys. Capita Financial Network provides retirees and those planning their future retirement with a range of financial planning services. Capita offers comprehensive retirement plans and client education through the accumulation and distribution phases of assets. Capita`s team of advisors focus on saving and allocating funds in order to assure retirees will have sufficient resources throughout all stages of retirement. The company analyzes Social Security benefits, 401(k) accounts, pensions, and other relevant retirement accounts. Believing that a proper strategy plays a key role in providing for a comfortable retirement, the Capita Financial Network advisors apply their knowledge of business and finance to help clients plan the accumulation and distribution of their assets, ensuring lifetime income while minimizing expenses and tax burdens. Capita is dedicated to delivering results-based solutions and industry-leading service to individuals who are currently in or approaching retirement.
Shay Assets Management, Inc. is a Chicago, IL-based company in the Financial Services sector.
Daniel J. Boisvert Notary Public is a Delta, BC-based company in the Financial Services sector.
At Johnson Financial Group, we`re in the business of “20-year conversations” with leaders – be it head of a business, or head of a family (or both). During our 30+ years, we`ve built a tapestry of long-time clients who – like you – are all leaders in their own domains. Like you, leaders understand that individuals can`t be specialists in every subject. Focusing on each person`s strengths & delegating the rest is the proven path to success. By focusing on what we do best – helping our clients protect the financial well being of their families, be they relatives or employees – you can focus on what you do best. We get to know you, your goals, interests & experiences, & then help to build the financial supports for your lifestyle & business success. Our role is as advisor & counsel. Our goal is to empower you in making informed decisions for the security of your financial future. While complexity is sometimes necessary, a simpler approach is preferred. Your plan must be practical for your needs & goals, & the stage of your business and life. Our goal is to meaningfully leverage the resources available. We believe in team. A meeting of the minds of all your key advisors results in doing the right things at the right time for the sustained & strong financial health of your business and family. We understand this, & embrace it.