Financial Planners

In general terms, financial planners help their clients to first define their long-term financial goals, and then to achieve those goals through investments, insurance and other financial products utilizing tax planning, retirement planning, and estate planning strategies that are appropriate for each client. Financial planners can be compensated by commissions they earn from the products they recommend to you, by fees they earn from you without regard to the products they recommend, or a combination of both. For more information about some specific financial planners, click on the link for the website you would like to visit.

Free Comprehensive ElderCare Referral Service - ElderCarelink — This free online referral service helps you find everything from Adult Day Care, Home Care and Assisted Living to Financial Planning and Personal Emergency Responses.

Jeffrey K Kolsin CPA, Inc. (California) — Licensed independent tax and financial advice, counsel and services - over 25 years of experience helping people with their aging parents.

Jerry E. Bartram, CPA — Whether you are an individual, family, professional practitioner or small business owner, helping our clients reach or exceed their financial and life goals is the passion that drives our firm.

Home | Table of Contents | Submit Your Site | Privacy Notice | Terms of Service | Contact Us | California - Do not sell my info   
© QuinStreet, Inc. 2020 All rights reserved   

McAfee Secure sites help keep you safe from identity theft, credit card fraud, spyware, spam, viruses and online scams

    Send this page to a friend
     Enter friend's email address

The material on this site is for informational purposes only, and is intended as a supplement, not a substitute for medical advice, diagnosis or treatment provided by a qualified health care provider. More

Helpful Resources

Adult Day Care
Aging – General
Air Ambulance Services
Alzheimer's Disease
Assisted Living – Facilities
Assisted Living – General
Assistive Devices
and Services

Benefits for Seniors
Books and Videos
Care Managers
Continuing Care
Retirement Communities

Elder Care – General
Elder Law
Elderly Drivers
End of Life Issues
Family Caregivers
Financial Planners
Geriatric Professionals
Geriatrics Education Resources
Health / Medical Products
Home Health Care – Agencies
Home Health Care – General
Medical Alert Systems
Money Managers
Moving – Relocation
Nursing Home Abuse
Nursing Homes – Facilities
Nursing Homes – General
Other Health Resources
Other Medical Conditions
Professional Journals
Reading Aids
Respite Care
Retirement Planning
Reverse Mortgages
Senior Housing –
all categories

Social Security
Support Groups
Therapy – Rehab