Financial Services

Welcome to the Financial section of the AgingOptions Resource Guide

Most people think that by having a healthy nest egg, they will be fine financially in retirement. However, the truth is that no matter how big your nest egg, without proper planning your money will not help you avoid institutional care and hardships in retirement. There are many problems that money can’t solve.

If you are having trouble determining what kind of professionals help you need, check out the AgingOptions Free Learning Center. You’ll find a variety of free information, including what to look for in a professional, how to choose the right provider, how to hold them accountable, and much more.

Financial Services

  • John Bird, BA, CFA®, CFP®, MBA 

    Albion Financial Group

    Salt Lake City, UT - 84106-1832

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    Rugh Financial, LLC

    East Palo Alto, CA - 94303-3220
    (650) 642-6624

  • Jeanette Rhyan 

    Bill Ladies

    Phoenix, AZ - 85054
    480-213-8703

  • James Reardon, CFP®, JD 

    ProActive Capital Management, Inc.

    Topeka, KS - 66604-3742
    (785) 215-8080

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    Kuhl Financial Services

    Lake Bluff, IL - 60044-2303

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    Dorothy J. Cole

    Lexington, MA - 02420-0002

  • Marc Jimenez, CFA®, CFP® 

    CAM Investor Solutions

    Land O Lakes, FL - 34638
    (844) 247-0787

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    Clear View Wealth Advisors, LLC

    Burlington, MA - 01803

  • Richard Durso, AEP, CFP®, MBA 

    RTD Financial Advisors Inc.

    West Chester, PA - 19380-2917
    (215) 557-3800

  • Jane Heine 

    JMH, LLC

    Manchester, MO - 63021
    314-225-8208

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    Everest Wealth Management

    Leawood, KS - 66224-7900

  • Grant Olson, CFP®, MBA 

    Ronald Olson, Inc.

    Pleasant Grove, UT - 84062

  • Robert Lindstrom, CFP®, EA 

    Provision Financial Planning

    Birmingham, AL - 35233
    (410) 870-7054

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    AG Wealth Management, PLLC

    Ann Arbor, MI - 48104-6188
    (734) 747-0049

  • Amanda Fitzgerald 

    Help Unlimited, Inc.

    Silver Springs, MD - 20901
    301-452-2232

  • Jonathan Gardey, CFA®, CFP 

    Gardey Financial Advisors Inc

    Saginaw, MI - 48638-6095
    (989) 791-3880

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    Modera Wealth Management, LLC

    Boston, MA - 02116-3785
    (617) 247-0518

  • Angela Furubotten-LaRosee, CFP® 

    Avea Financial Planning, LLC

    Richland, WA - 99352-4254
    (509) 366-0032

  • William Callahan, CFA®, CFP®, RLP 

    Callahan Financial Planning Company

    Centennial, CO - 80111
    (303) 222-7100

  • Nestor Vargas, CFP 

    Green Mountain Planning

    Littleton, CO - 80120-4457
    (970) 620-8688

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