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

  • Daniel Johnson, CFP®, MBA 

    Parsec Financial Management, Inc.

    Winston Salem, NC - 27104-3823
    (336) 659-0050

  • George Lock 

    Principled Money Management, LLC

    West Chester, PA - 19382
    484-678-5605

  • Rachel DeCarolis, BA, CeFT®, CFP®, MBA 

    Northstar Financial Planning, Inc.

    Windham, NH - 03087-2353

  • Anthony DeVito, CFP®, PhD 

    ADV Investment Management

    White Plains, NY - 10601
    (914) 738-6313

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    Lynchburg Wealth Management

    Lynchburg, VA - 24502-0247
    (434) 515-0380

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    Medicus Wealth Planning, Inc.

    Salt Lake City, UT - 84102-1142
    (801) 994-4777

  • Claudette Paage 

    Paage et Cie Personal Management Services

    Scarsdale, NY - 10583
    914-725-0343

  • James Blakeway 

    Dynalogic Personal Services

    Edmonds, WA - 98020
    206-533-1050

  • J. Mark Joseph, CAP, CASL, CFP, ChFC®, CLU, CPA 

    Sentinel Wealth Management, Inc.

    Reston, VA - 20190-4737

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    Family Investment Center

    Lenexa, KS - 66215-4040
    (913) 942-2500

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    ISI Financial Group, Inc.

    Lancaster, PA - 17601
    (717) 393-3353

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    Bluerock Wealth Management, LLC

    Alpharetta, GA - 30022-3068
    (678) 527-2800

  • Edward Mahaffy, CFP®, ChFC®, MBA 

    ClientFirst Wealth Management, LLC

    Little Rock, AR - 72207-5235

  • Terri Holley 

    Holley Financial Services, LLC

    Polk City, FL - 33868
    3524602319

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    Rooted Planning Group

    Valliant, OK - 74764-9124
    (580) 743-0576

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    Advance Capital Management

    Independence, OH - 44131-6808
    (800) 345-4783

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    Matterhorn Financial Planning LLC

    Inkom, ID - 83245-0541
    (801) 472-0744

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    AIO Financial, LLC

    Las Vegas, NV - 89104-3707
    (702) 848-3033

  • Michael Zung, CFP® 

    Java Wealth Planning

    Lees Summit, MO - 64081
    (816) 656-3210

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    Clear View Wealth Advisors, LLC

    Wilmington, MA - 01887

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