Fed Up With the Status Quo?
Customer Software Developer Has the Fix
In 1999, in his dorm room at Georgia Tech, computer engineering major Nikolas Downey was itching to do something big. He understood how to program Internet software better than most, knew a handful of clients willing to pay, and had meticulous standards he was determined to meet. With passion and promise, he founded his own custom software development firm, Nead Werx, Inc.
Word of mouth was the engine that drove Nead Werx in its earliest days, just as it does today. Downey was the firm’s sole proprietor and employee until …Read More
The Golden Rule of Financial Management
Preparing for retirement is more challenging than ever. The stock market goes up and down. Politicians debate raising taxes on the rich, while the definition of “rich” keeps changing. The future structure and eventual cost of health care remain unclear. Lifelong, steady employment is no longer assured.
Indiana-based Tillett Financial works with individuals and families from all walks of life to help protect what they have earned and prepare for a comfortable retirement, regardless of …Read More
Putting Clients First, Offering Independent, Objective Financial Advice
Comfort was a key component when Mark Dahlenburg started Financial Planning Consultants: his comfort in offering objective, independent advice, and clients’ comfort in knowing he wasn’t out to sell them the product of the week.
Dahlenburg has 30 years in the financial services industry, beginning with a captive company in 1983. Realizing this was not a good fit as the company was constantly pushing products instead of putting the client first, he wanted more freedom to guide clients in ways that were beneficial for them. …Read More
Exceptional Retirement Living on Delaware’s Beautiful Coastal Shore
Nearly everyone finds something to love about Cadbury at Lewes, a continuing care retirement community on Delaware’s Coastal Shore. And there is much to love, from nearby beaches and bike trails to year-round cultural offerings and volunteer opportunities in historic Lewes.
Residents are encouraged to pursue an enriching and active retirement as they enjoy a lifestyle free of property maintenance cares, and a variety of amenities and services. The 35-acre campus offers a wide range of activities, based largely on residents’ input, and is only two miles from the Atlantic Ocean and two hours from Baltimore, Washington, D.C., and Philadelphia. Plus, Delaware offers significant tax advantages for retirees, says Paula Schatz, Cadbury at Lewes Director of Marketing.
Home choices range from spacious apartments to beach-style cottages with garages. “We believe your home should be a reflection of you and your personality, whether that means choosing your favorite paint color, upgrading appliances or countertops, or removing or installing walls,” Schatz says.
An affiliate of Cadbury Senior Services, a Quaker-guided organization, Cadbury at Lewes believes a life of potential, growth, friendship and contribution to others is both possible and desirable in one’s later years. “Ours is a lifestyle based on choice, independence and respect for individuals, with a continuum of services to meet residents’ changing needs,” Schatz says. “This is the ideal community for retirees who wish to maintain their independence while living their future. And our residents enjoy peace of mind knowing they have a plan in place should their health needs change.”
17028 Cadbury Circle | Lewes, DE 19958
302-645-6400 | 800-390-8298
Financial Planning Toward a Reliable Retirement Income
A welcome kit for newcomers,
client appreciation events, phone check-ins from the firm, an ongoing positive experience –
everyone gets red-carpet treatment
at Guardian Wells Financial.
Most important is the element designed to keep clients in the black – solid advice about financial instruments – and this is where President Jason P. Hutchins and his team excel. Every day, about 75 people in the Indianapolis metropolitan area retire, and Hutchins is determined to help those who come to him retire with confidence. …Read More
For Financial Planning and Implementation, a ‘One-Stop Shop’
Maybe you’re an individual wondering, “Am I planning well for my financial future?” Or maybe you’re a financial adviser asking yourself, “Am I serving my clients at the very highest level?”
“If you’re working with Creative Financial Designs or its sibling company cfd Investments®, the answer in both cases is ‘Yes,’ ” says Brent A. Owens, president. “As our business’s motto says, ‘You gotta have a plan,’ and we help you create it and put it to work.” …Read More
Differing Perspectives Allow Firm to Focus on Serving Families
Mike and Jodi Engelstad of Engelstad Wealth Advisors relate to their clients personally. Married for 33 years, this husband-and-wife team understands how each half of a couple can bring a different perspective to investment planning.
“We have the ability to look at financial issues from both a male and a female point of view,” says Mike Engelstad, Certified Financial Planner. “The trend has been that the husband may be more interested in the financial aspect, having enough money to live a certain lifestyle through retirement. …Read More
Financial Family Practice
You can draw a parallel between financial health and physical health. In the care of an experienced practitioner, better outcomes are likely.
It is therefore telling that so many doctors and physicians have their portfolios with the advisors at Gagne Wealth Management Group. As Raymond James financial advisors, the mother-and-son partnership focuses on providing the most appropriate financial advice to high-net-worth clients. Jay Gagne and mother Paula Gagne, senior financial advisor, apply nearly five decades of combined experience – and a partnership of 18 …Read More
Aligning Your Technology to Achieve Your Business Goals
Local or Cloud-based. Microsoft or Apple. Office or Salesforce.
“It doesn’t matter what technology a company uses,” says Darrell Rodgers, president of Emerald Data Networks, Inc. “I’m vendor agnostic. The important thing is that a company’s technology achieves its business objectives.”
The Atlanta-based IT firm works with businesses of a variety of types and sizes, on both an ongoing and project basis, setting up data networks, implementing communication solutions, installing security and audiovisual systems. …Read More
Where Aging Well Is a Choice
Just ask Lambeth House, a retirement community located in the heart of New Orleans’ Uptown neighborhood. As a continuing care retirement community, Lambeth House offers a LifeCare program. For residents, the program is an investment in peace of mind—one that addresses their changing levels of care at a comprehensive level should the need arise.
When Hurricane Katrina struck in 2005, Lambeth House witnessed firsthand the importance of holistic care. “New Orleans has experienced a tremendous rebirth since 2005,” says Scott Crabtree, Lambeth House president and CEO. “Lambeth House has been an important part of that renewal through an intentional focus on body, mind and spirit.” …Read More