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Scott Newhouse, CFP®

Forthright Finances LLC

Thousand Oaks, CA

Client Specialties: Gen Y/Millennials, Retirement Planning, Social Security, Young Professionals

Quick Bio:

Hi there! I’m Scott, and I help people sort through the financial confusion they have and deliver financial clarity to their lives.
Too many people feel anxiety, nervousness, doubt, and worry about their finances.
It shouldn’t be that hard, or confusing, to make wise financial decisions.
That’s why I help guide people to financial clarity so that they can live the life that they deserve.

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Amy Irvine, CFP®, MPAS, EA

Irvine Wealth Planning Strategies

Corning, NY

Client Specialties: Gen X, Mid-Career Professionals, Young Professionals

Quick Bio:

Irvine Wealth Planning Strategies, LLC was established out of a desire to provide financial planning to not only those with a certain asset size, but those who want to focus on their total financial picture.

Its a practice based on a passion to work with people in the financial planning capacity. To offer on going financial advise that does not start with the investment strategy, but includes one. After many years of joining firms and trying to get them to do what I love, I made the leap to control that opportunity!

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Kaleb Paddock, CFP®

Ten Talents Financial Planning, LLC

Parker, CO

Client Specialties: Christian Faith Based, Gen X, Medical Professionals, Offers Free Assistance to Furloughed Government Workers

Quick Bio:

Hi, I’m Kaleb Paddock. Thanks for checking out my profile. 🙂

I’m blessed to be the Founder of Ten Talents Financial Planning, LLC. Everything I do as a financial planner, I do because I believe in helping families take control of their financial future!

Whether you’re a physician, business owner, or young professional, we’ll work together to design and implement a comprehensive financial plan, one that puts your interests first and brings confidence and context to your life.

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Jason Speciner, CFP®, EA

Financial Planning Fort Collins

Fort Collins, CO

Client Specialties: Career Changers, Gen X, Public Service Employees

Quick Bio:

Since 2004 Jason has served clients of all ages and backgrounds, with a focus on members of generations X and Y. Jason specializes in serving those who are relocating and/or going through a career change, as well as employees of public service institutions throughout Colorado. His background in both financial planning and income tax helps Jason excel in providing advice related to multi-state property ownership, employee benefit/stock plans, and tax-efficient wealth accumulation/distribution strategies.

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Justin Pritchard, CFP®, PPC®

Approach Financial, Inc.

Montrose, CO

Client Specialties: Business Owners, Gen X, Remote Professionals, Retirement Planning

Quick Bio:

Justin has over 14 years of experience as an advisor, with a focus on 401(k) and an MBA to bring business skills to your life. Retirement plans for small business (including self-employed entrepreneurs), and planning for individuals working toward a secure future. Remote planning by phone, in person meetings in Western Colorado, or work face-to-face in an encrypted virtual session. Let’s get started!

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David McPherson, CFP®

Four Ponds Financial Planning LLC

Falmouth, MA

Client Specialties: Gen X, Outdoor Enthusiasts, Retirement Planning, Socially Responsible Investing (SRI)

Quick Bio:

David enjoys working with motivated savers who understand the importance of planning for retirement and avoiding common investment mistakes. He works from offices on Cape Cod and in Boston, but also serves clients from across the country and sometimes other parts of the world. He is happiest when outdoors, whether that be biking to work, hiking in the mountains or running to stay in shape. David strives to treat all clients with respect and an open mind.

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Scott Draper, CFP®, CPA

THRIVE Financial Planning

El Dorado Hills, CA

Client Specialties: Gen X, Medical Professionals, Scientific Professionals, Technology Professionals

Quick Bio:

Scott works with individuals and families in the medical, scientific and technology fields to understand their financial goals and dreams and develop a uniquely tailored financial plan.

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Randy Gantt, CFP®

Fiduciary Wealth Group, LLC

Centerville, OH

Client Specialties: Baby Boomers, Cash Flow/Budgeting, Military & Veterans, Retirement Planning

Quick Bio:

Randy has over 20 years of experience helping clients navigate their financial futures, and has been a CFP Certificant since 2008. Taking his fiduciary duty to heart, Randy founded Fiduciary Wealth Group in 2019 to continue offering true comprehensive planning and asset management. Randy is also a 23 year veteran of the United States Air Force Reserve which provides him unique skills when it comes to planning for military members and their families.

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Chris Brown, CFP®

Patriot Investment Management Group

Knoxville, TN

Client Specialties: Financial Coaching, Gen X

Quick Bio:

I help driven, passionate professionals leverage their human capital and manage their finances to balance their lifestyles and help them achieve and maintain financial fitness.

Financial Fitness is an ongoing process of developing and modifying your life goals, and determining whether and how you can continue to meet those goals through proper management of your financial resources.

With my own balanced lifestyle, I enjoy traveling, reading, being physically active, and spending time with my friends, family, and wife, Amy.

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Reshell Smith, CFP®, MBA, BS

AMES Financial Education & Consulting

Ocoee, FL

Client Specialties: Divorce, Female Entrepreneur, Gen X, Offers Free Assistance to Furloughed Government Workers, Self-Employed Individuals

Quick Bio:

I am Reshell Smith the Founder & Owner of AMES Financial Education & Consulting. Many know me as “The Transition Money Pro.” I help professional women transition from financial chaos and clutter to financial independence and flexibility so that they can live the life that they desire.

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Matthew Seppanen, CFP®

Newpark Wealth Management

Park City, UT

Client Specialties: Baby Boomers, Estate Planning, Tax Planning, Wealth Management

Quick Bio:

Matthew Seppanen is a CERTIFIED FINANCIAL PLANNER™ and Financial Advisor located in Park City, UT. Newpark Wealth Management is a Fee-Only Fiduciary specializing in Tax Planning, Financial Planning and Investment Management.

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Joseph Kuo, CFP®, CMA

Abundance Wealth Planning LLC

Newark, CA

Client Specialties: Business Owners, Family Business, Financial Coaching, Gen X

Quick Bio:

Born to a family business and growing up around business owners, I saw many families – my own included – experience significant financial and relationship setbacks due to lack of communication and planning. After 15 years in corporate Financial Planning as well as training in Motivational Interviewing and Grief Recovery, I became a financial life planner to help business owners get their lives back and be the spouse, parent, kid, or boss they want to be.

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From the Blog

May 21, 2019

What You Need to Know About HSAs

10.5 MIN READ

Health Savings Accounts: The Triple Tax Shelter, by Britton Gregory

Although they've only been around since 2003, Health Savings Accounts (HSA's) have become a common sight in employee benefit packages, and HSA-eligible plans cover about 3 in 10 employees, according to EBRI. Speaking as a financial planner, I love them, and hope that statistic goes up in the future.

But what is an HSA, exactly? How is it similar to, and different from, an FSA? Why would you want one, why wouldn't you want one, and what's involved?

Read the full post →

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You Deserve Trusted Financial Advice.

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Find Your Ideal Financial Advisor

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Scott Newhouse, CFP®

Amy Irvine, CFP®, MPAS, EA

Kaleb Paddock, CFP®

Jason Speciner, CFP®, EA

Justin Pritchard, CFP®, PPC®

David McPherson, CFP®

Scott Draper, CFP®, CPA

Randy Gantt, CFP®

Chris Brown, CFP®

Reshell Smith, CFP®, MBA, BS

Matthew Seppanen, CFP®

Joseph Kuo, CFP®, CMA

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From the Blog

What You Need to Know About HSAs

Health Savings Accounts: The Triple Tax Shelter, by Britton Gregory

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From the Blog

Health Savings Accounts: The Triple Tax Shelter, by Britton Gregory

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