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

  • Joyce Streithorst, CDFA, CFP®, MSFS 

    Frisch Financial Group, Inc.

    Melville, NY - 11747-3601

  • William Cox, BBA, CFP®, CPA/PFS, MBA 

    William W. Cox CPA/PFS CFP

    Paducah, KY - 42002-8064

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    Keener Financial Planning

    Dallas, TX - 75201
    (817) 993-0401

  • John Hipps 

    Hipps Financial Partners, LLC

    Bridgewater, VA - 22812
    540-421-8083

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    Thalheimer Financial Planning, LLC

    Silver Spring, MD - 20910-6346

  • Bernard Kiely, BA, CFP®, CPA, MBA 

    Kiely Capital Management, Inc.

    Morristown, NJ - 07960-4125

  • Jason Bernal, CFP® 

    Blue Jay Financial Group

    Defiance, OH - 43512-2633
    (419) 785-4525

  • Corrine Markey 

    The Seniors Answer

    Miami, FL - 33129
    305-646-1833

  • Mickey Abeshaus, CFP®, MD 

    TCI Wealth Advisors, Inc.

    Flagstaff, AZ - 86001-4539
    (928) 226-0868

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    William W. Cox CPA/PFS CFP

    Paducah, KY - 42002-8064

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    Verisail Partners

    Lilburn, GA - 30047-3835
    (404) 220-7662

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    Better Financial Education

    Roseville, CA - 95678-2471

  • Christopher Glaeser 

    ACTIV Trusting Management

    South Pasadena, CA - 91030
    626-497-2081

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    The Mather Group

    Austin, TX - 78731-2627
    (512) 454-5459

  • Bill Holliday, AIF®, CFP®, MS 

    AIO Financial, LLC

    El Paso, TX - 79936-3963
    (915) 671-1345

  • Marea Santos 

    Santos Organizational Strategies, LLC

    Needham, MA - 02492
    617-834-7315

  • David Deller, AAMS, CFP® 

    Deller Wealth Management

    Royal Oak, MI - 48067-1813
    (248) 565-3777

  • Maggie Panagakis 

    Strategies for Organizing, Inc.

    Chicago, IL - 60614
    773-251-3083

  • Cary Cates, CFP®, EA, MBA 

    Cates Financial Planning, LLC

    Denton, TX - 76210-4623
    (940) 368-0909

  • Donna Burke 

    Burke's Bookkeeping

    Calistoga, CA - 94515
    415-306-1199

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