Foundation For Financial Literacy

Creative Planning is a nationally recognized wealth advisory firm dedicated to helping clients achieve their long-term financial goals through wealth management, investment management, retirement planning, trust and estate planning, taxes and insurance. We also provide consulting, tax, financial and technology services to business clients. Our services are delivered by a team of CERTIFIED FINANCIAL PLANNER® professionals, CPAs, estate planning attorneys, insurance specialists, business consultants and more. All this expertise is in-house to help ensure your entire financial picture is working as hard as it can, day in and day out. And Creative Planning is a fiduciary, which means all recommendations are in our clients' best interests.

Cornerstone Advisors is a company that offers benchmarking and strategic planning services. It provides vendor selection and contract negotiation solutions. The company conducts technology and risk assessment services. Cornerstone Advisors also offers assistance with concerns related to mergers and acquisitions. It serves insurance firms, credit unions and finance companies, and regional and community banks throughout the United States. The company provides project management and implementation assistance solutions. Cornerstone Advisors offers strategic technology planning and information technology spending services. It additionally provides business continuity planning solutions. The company s clients include the Northwest Credit Union, Small Northeast Credit Union and California Regional Bank.

GCG Consulting is a leading provider of payment solutions and merchant services based in Phoenix, AZ. They specialize in delivering secure and efficient credit card processing systems that enable businesses to streamline transactions and enhance customer service. With a comprehensive range of offerings including mobile solutions, countertop systems, and e-commerce platforms, GCG Consulting is committed to meeting the unique needs of each client. Their solutions are designed to maximize efficiency, support growth, and improve overall business performance. Generated from the website