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

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    Doyle A Ranstrom Consulting, LLC

    Oro Valley, AZ - 85755-9347

  • Rand Spero, CFP®, M.Ed., MBA 

    Street Smart Financial, LLC

    Lexington, MA - 02421-4705
    (781) 860-7878

  • Carl von dem Bussche, AIF®, CFP® 

    Financial Guidance Group, Inc.

    Franklin, TN - 37064-2848

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    Freedom Wealth Management, LLC

    Bedminster, NJ - 07921-2118

  • Linda Richter 

    Personal Paperwork Solutions and More, Inc.

    East Windsor, NJ - 08520
    609-529-7230

  • Anne Seline 

    EveryDay Checks & Balances

    Southern Pines, NC - 28387
    910-683-0606

  • Megan van den Bergh 

    Painted Porch

    Santa Barbara, CA - 93105-6127
    (805) 567-4288

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    Sax Wealth Advisors, LLC

    Parsippany, NJ - 07054-1132

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    Syverson Strege

    West Des Moines, IA - 50266-5928

  • Mark Chapin 

    Lincoln Daily Money

    Lincoln, NE - 68508
    402-610-2947

  • Tracy Sherwood, CFP® 

    Sherwood Financial Management

    Williamsville, NY - 14221-4133
    (716) 302-4265

  • Lucas Casarez, CFP® 

    Level Up Financial Planning, LLC

    Fort Collins, CO - 80525-6600
    (970) 222-6783

  • Paul Sydlansky, CFP®, MBA 

    Lake Road Advisors

    Garden City, NY - 11530-1693
    (516) 614-5853

  • Alan MacIntosh 

    Alan MacIntosh, Fiduciary

    Las Vegas, NV - 89133
    702-439-4982

  • Silvia Rappaport 

    Organization Matters, LLC

    Fountain Hills, AZ - 85268
    480-528-1432

  • Eden Bowen, BS 

    Fee-Only Financial Planning, L.C.

    Roanoke, VA - 24025
    (540) 342-7102

  • Dave Mandleblatt 

    Garrett Investment Advisors, LLC

    Pittsburgh, PA - 15243-0236
    (412) 215-9496

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    Frontier Financial Planning

    Fairbanks, AK - 99709-6629
    (612) 888-7741

  • Cristina Guglielmetti, CFP®, EA, MBA 

    Future Perfect Planning, LLC

    Brooklyn, NY - 11209-1607
    (646) 543-8065

  • Dorie Fain, CFP® 

    &Wealth

    Baltimore, MD - 21231-3696

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