Directory > Business > Financial Services > Financial Planning
- Kirk Capital Advisors, LLC
Kirk Capital Advisors, LLC is a Vienna, Virginia based wealth management firm offering personalized investment management, retirement planning, multigenerational wealth planning, and executive coaching services. The firm is a registered investment adviser dedicated to helping individuals, families, and executives achieve their long term financial goals. www.kirkcapitaladvisors.com/ - Janice Berner, CLTC, CPA*, MBA, CDFA
Janice Berner, CDFA®, is a knowledgeable Certified Divorce Financial Analyst supporting clients throughout Bonita Springs and the Southwest Florida region. Her focus is high-net-worth and financially complex divorce, where she helps individuals, families, and business owners navigate the division of assets, executive compensation, stock options, property holdings, retirement funds, tax matters, and sustainable cash-flow planning. Drawing on detailed, evidence-based analysis paired with genuine, individualized care, Janice gives clients a clear picture of how each decision shapes their financial future. She works alongside attorneys, mediators, accountants, and estate planning professionals to build well-aligned strategies. Across Bonita Springs, clients rely on her strength in business valuation, trusts, inherited wealth, and blended-family considerations to reach lasting financial clarity and security. We are located: 3551 Bonita Bay Blvd, Bonita Springs, FL 34134. Call us: 239-908-5770 www.janiceberner.com/ - Trajan Wealth
Trajan Wealth specializes in peace of mind that comes from understanding and planning for your financial future. We can help you prepare for retirement with wealth management, tax planning, and estate planning. Save time and money with advisors and estate attorneys that work together under one roof. We will dedicate the time needed to listen to your goals and educate you on the options. Speak to one of our fiduciary advisors today. trajanwealth.com/ - India US Tax Filing Service|US Income Tax|Expat Tax Houston
Mytaxfiler provides efficient tax filing service for business and individuals. We are CPA specialized in Accounting , tax & business consulting services. www.mytaxfiler.com/ - Time To Become More
Wakeupnow is a financial wellness company that is changing the lives of thousands of people. Wakeupnows vision focuses on helping people do 3 things: Save Money, Manage Money & Make Money. www.timetobecomemore.com