Retirement

We aim to be the leading provider of Retirement Fund administration, delivering service of the highest quality and adding tangible value to our clients.

Welcome to Greystone, where we live and breathe senior living. Our team is passionate about using its knowledge, experience, and abilities to help our clients transform people’s lives. In over 35 years of service, Greystone has advised more than 500 organizations in strategic planning, project fina

Our mission at Everett Wealth Management is to provide advice for major life decisions including retirement transitions, building wealth, educating children, starting or divesting a business, estate planning, portfolio management and risk aversion. We desire to help you understand complicated issues

If you've been trying to pay off debt faster, OR saving for retirement...you're probably doing it...WRONG. Come see why at www.WealthSage.com You CAN pay off your Mortgage in 8-11 years on average, while at the same time increasing your retirement cash flow by 20-40%! Without changing your li

You and your loved one deserve a place to support a healthy lifestyle, encourage wellness, and provide a comfortable environment until you get home. Whatever your needs, long or short- term care, special medical treatment, or simply a location close to family and friends, Lorien is the place for you

Established in 1996, we're an administrator and custodian to self-directed IRAs, specializing in private placements, real estate, LLCs, notes, and other non-traditional investments. We work with financial and real estate professionals who incorporate self-directed IRAs into their strategy to grow

Sagewood is a life plan community in northeast phoenix, often known as a continuing care retirement community. They provide residents with a variety of resort style amenities and services that allow them to live life to the fullest. Residents can live an active, independent lifestyle while also bene

At Momentum Wealth, our team of experts believe that you’ve worked too hard not to enjoy every minute of your retirement. Let us help you get from here to there… always moving forward.

From fintech start-up to scale-up, we are driven by our passion for innovative technology and a vision for addressing cross-industry challenges. We enable seamless, frictionless and compliant pension transfers through our unique end-end solution; from locating pensions and efficiently gathering pol

Amitim is the unified organization that incorporates the eight Defined Benefit pension funds, with a combined AUM of approx. US$100 Billion. The funds are all under special management of Mr. Ephy Senderov, appointed as the Special Manager of all eight funds in 2021. Amitim's vision: "Strive to en

Qualified Plan Advisors (QPA) utilizes a team approach for each client, serving as an independent, unbiased fiduciary partner built on its foundation of in-house ERISA attorneys. QPA focuses on plan health and participant outcomes by providing retirement plan sponsors with professional services th

Prime Capital Financial is a dynamic, growth-oriented company with offices spread across the United States. We provide full-service financial planning, including fee-based asset management, qualified plan design and implementation, and wealth management for high net worth individuals. Prime Capital

Founded in 2010, Covenant Wealth Advisors is an award winning* independent, fee-only wealth management firm and fiduciary financial advisor located in Richmond, Reston, and Williamsburg, VA. We help individuals age 50 plus achieve financial peace of mind leading up to and through retirement. Our wea

Welcome to Cambridge Enhanced Senior Living, a charming residential senior community ensconced on a 12-acre campus that offers an extensive continuum of care. Distinguished by our age-in-place support, our sprawling community provides the perfect balance of safety and comfort, assistance, and suppo

Welcome to the Norden Group. We are a team of experienced financial professionals – licensed fiduciaries – with expertise in investment management, tax optimization, estate planning and asset protection. Our clients include business owners, working professionals, retirees, and corporations. We as

Our mission: The UK’s population is ageing, fast, but the country cannot currently cope with the rising demand for active, independent later living. Too many people are therefore forced to live in inappropriate housing or move into care far too soon. As a pioneer of later living in the UK we recogn

BrightPensioen - Zelf eenvoudig je pensioen regelen bij BrightPensioen: ✔ Je eigen online pensioenrekening ✔ Gezamenlijk beleggen tegen kostprijs ✔ Een vaste vergoeding voor onze dienstverlening ✔ Flexibele inleg, flexibele pensioendatum ✔ Fiscaal vriendelijk ✔ Deelnemers worden mede-eigena

Established in 1978, Benistar is a nationwide leader in the design, installation, and administration of post-65 group retiree health benefits. We are specifically focused on administering retiree medical and prescription drug plans. We work with brokers and consultants to provide retiree medical and

1031 EXCHANGES AND DST Deferring tax for commercial real estate investors and business property owners. Are you looking to retire from the real estate business? DST is a great option to defer tax and plan for your legacy. PLANNING AND INVESTING Plan for something! Your goals come first. To achie

TCARE’s Medicaid-approved, SaaS platform reduces caregiver burnout and delays nursing home placement. TCARE’s evidence-based predictive technology saved Washington State Department of Social and Health Services over $10M in a 2,300-caregiver pilot by delaying nursing home admissions by 18-24 months.

The Kensington White Plains is an assisted living and memory care community located in the heart of White Plains, New York. We have an enhanced license that allows us to care for older adults with needs beyond what a traditional assisted living community can manage, and also have two specially desig

Kintura was established in 2024 through the merger of Brightspire and The Well-Spring Group, allowing us to better serve the needs of older adults. At the heart of our mission are our life plan communities, which offer a wide range of independent living options. Each community has its own unique e

Modern Wealth Strategies, PLLC is a fee based advisory practice which originated from a pure desire to help individuals attain and maintain financial independence. Our team of Financial Planners are fully licensed and provide our clients with greater insight into their financial health so they can h

We have been helping our clients with Wealth Management, Retirement Planning, and Insurance services for over 40 years. Our first priority is helping you secure a bright financial future for yourself and your family. We want to learn more about your personal situation, identify your dreams and goals

SANTA MARTA RETIREMENT COMMUNITY is a company based out of Olathe, Kansas, United States.

The road to finding more time and financial freedom starts here. Freedom for Founders provides a snapshot of your personal and professional decisions around Why, When and How you should exit your business. Whether you’re ready to sell or transition today, or you’re planning for the future, don’t le

Building the best retirement plans possible with employers and achieving Work-Life-Money Balance with their employees. Choosing a retirement plan consultant and financial wellness provider is an incredibly important and impactful decision for your organization and employees. Yet, with so many fact

Erickson Senior Living is the leading developer and manager of continuing care communities and home to 28,000 seniors across the United States. Each day, our 15,000 employees strive to provide the very best in care and service to the residents who choose to call us home. With first rate amenities an

Founded in the rural northwest four decades ago, Regency Pacific has held a singular focus: deliver quality housing and services for seniors while “Bringing Independence to Living and Quality to Life”.As one of the premier providers of long-term health care and senior housing, Regency Pacific Manage

Capitol Financial Solutions is an independent financial services firm with a team of experienced professionals who are licensed and trained to help their clients achieve their financial goals. Headquartered in Raleigh, NC, the firm has offices in Virginia, North Carolina, South Carolina and Georgia.

Since 1932, Homewood communities have been revolutionizing the way people view aging. America’s older adults are more active than ever, so we have adapted to their changing needs by creating amenity-rich campuses that cater to virtually every preference. Our success has made Homewood a premier prov

A trusted name in health care, the St. Barnabas Health System has grown to become a visionary leader in providing compassionate, quality care. Founded in 1900 as a charitable nursing home, St. Barnabas now spans across three alluring campuses in Allegheny, Butler, and Beaver Counties. Each day, we

Workplay is transforming the way people approach their personal finances by making financial planning more accessible, engaging, and actionable. Our innovative platform offers tailored financial guidance that empowers users to take control of their money and build a secure future, regardless of wher

Simple, clear and personal face-to-face advice. As Principal of Lethbridge Wealth Management since 2016, I have partnered with over 300 clients with total funds of more than £32m. I pride myself on offering easy to understand, bespoke advice that helps people achieve their financial goals and aspi

Logos Living Capital is redefining senior living investment in the United States, creating communities that resonate with Logos or "meaning." Through a vertically integrated private equity model alongside our captive management company, Viva Senior Living, we offer a full range of care—from Assisted

Developer and manager of senior living communites

Legacy Private Trust Company is among the region's preferred wealth advisory firms, with assets under management and advisement exceeding 2 billion dollars. We are also one of the few independent and closely held trust investment advisory firms in the state. As fiduciaries, we provide our clients wi

For Purpose Aged Care Australia is dedicated to providing exceptional residential aged care services across Australia. In line with this commitment, Signature Care has established a network of care homes across Australia that prioritises the wellbeing of our residents, visitors, and staff. We are ac

Welcome to Highlands Senior Living, where we offer dignified living in happy, healthy, and highly affordable communities. We believe every individual deserves purpose, respect, and joy, and we're committed to delivering exceptional care. In our vibrant communities, happiness thrives through individ

United AMG Partners offers employee benefits, retirement, financial planning, human resources, medicare and business insurance services.

KCM is a privately held, 100% employee owned corporation, founded in 1989 by John C. Kornitzer. Prior to founding KCM, Mr. Kornitzer was Vice President of Investments for Employers Reinsurance Corp (ERC). He joined ERC in 1978, and managed corporate assets for the company through acquisitions by Get

EmVision Capital Advisors is a comprehensive wealth management firm that helps clients navigate their financial journey from the accumulation phase to becoming financially independent in retirement. As every investor’s definition of financial independence is different, we focus on the personal rela

The Colorado Retirement Association, formerly known as Colorado County Officials and Employees Retirement Association, has provided retirement benefits to employees of Colorado local governments for more than 50 years. With a mission to provide "the best retirement plans, products and services at th

Welcome to Woodward Markwell Financial Advisers. Here you will not only find information on us as a business but interesting and useful content relating to the financial services industry. Providing financial advice to both the corporate and personal sector. We are continually ensuring our staff ar

Strongpoint Partners provides retirement plan administration, payroll, financial, recordkeeping, HR, and fiduciary services.

At Dworetsky Financial, we have built our business on the foundation of crafting individualized and detailed plans, carving a pathway towards a peaceful future. We prioritize the time spent getting to know you- your needs, wants, and goals. We place emphasis on protecting the assets that you have wo

Bayshire Senior Communities provides world-class service to residents and gives owners results that exceed their expectations. In an industry fraught with mistrust, medical professionals and families want integrity, sincerity, and unfeigned goodness. We give it to them. We create assisted living, me

Vive is a smart goal-driven investment app offering smart, fully-managed investment services. Vive's smart wealth management platform combines financial planning, investing, and personal financial advice.Vive is headquartered in Amsterdam.

On Tap Credit Union is a full-service financial institution with assets in excess of $360 million. With a robust online banking mobile platform as well as our Arvada and Golden branch locations, On Tap Credit Union has provided exceptional financial service to members for over 60 years. Our members

River Landing at Sandy Ridge is a Life Plan Community located in the heart of the Triad. Situated on 150 acres of rolling woodlands, yet only minutes from area shopping, entertainment, and dining destinations, River Landing offers adults 62 years of age and older a variety of spacious apartment and