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Navigating Your Financial Future. Our approach and equation is simple – our focus is on you. We will - help you get on the path to your financial success. We will - work together with you to get you to your destination, by focusing on your unique goals, values and priorities, by creating a financial plan that is suited to your distinctive situation. Our experienced advisors will take a holistic approach to your financial plan, and by reviewing your plan regularly, adjustments can easily and quickly be made as your life changes and evolves, which can impact your financial goals and needs. In addition, our long history working with non-profit organizations has positioned us as a trusted resource for retirement and pension plans, and helping our clients make better decisions going into retirement, based on their plans and contracts. Let EFS Advisors take care of you, so you can focus on the more meaningful things in your life. Important Disclaimers - https://efsadvisors.com/site/assets/files/2593/social_media_disclaimer.pdf
The First National Bank of Shelby is a Shelby, NC-based company in the Financial Services sector.
Universal Wealth is lead by Andre L. Pennington, an Inc. 5000 CEO and Forbes Finance Council member, and one of the nations foremost leading Firms in financial planning, estate planning, asset protection, and tax strategies for high-net-worth clients. Universal Wealth is at the forefront of integrating financial planning, asset protection, estate planning, and tax strategies into a unified discipline. Universal Wealths innovative approach includes utilizing irrevocable trust to help clients eliminate capital gains tax on the sale of appreciated real estate and businesses. This enables clients to eliminate capital gains tax, preserving their wealth and allowing for strategic reinvestment. Additionally, Universal Wealth specializes in business tax strategies that leverage taxable income into exemptions and usable money for business growth, ensuring clients maximize their financial potential and operational expansion. Andres thought leadership and pioneering strategies have earned the him features in prestigious publications such as Forbes, Fortune, The Wall Street Journal, The New York Times, USA Today, and Super Lawyers Magazine.
Ambulance Billing Services is a Elkhart, IN-based company in the Financial Services sector.
First State Bank of Beecher City is a Beecher City, IL-based company in the Financial Services sector.