Christina Vittitow Obryan Cfp

Beacon Asset Management is an independent, fee-only financial advisory firm located in Owensboro, Kentucky, with over 30 years of professional experience. They provide personalized financial planning and investment advisory services, helping clients navigate various financial decisions such as retirement planning, government benefits, college funding, and insurance coverage. With a strong commitment to ethics and integrity, Beacon Asset Management is led by Christina O'Bryan and has built a solid reputation for its client-centric approach and community engagement. Their experienced team works diligently to create tailored action plans that align with clients' individual needs and goals, ensuring that their finances work cohesively to achieve their dreams.Generated from the website

Our company is made up of professionals who are dedicated to providing assistance to help take the guesswork out of financial planning, investments, insurance, and estate planning. We know our clients are our most important asset. We promise to help you obtain the service and products to meet your personal and business needs. We will guide you through the intricate web of planning and help you keep your promises to those who matter most...family, business associates, and employees.

Wolk Financial is a well-established financial services company based in Evansville, IN. With a pragmatic approach to wealth management, they offer personalized financial planning services tailored to the unique goals, time frame, and risk tolerance of their clients. Whether it's families, retirees, or individuals experiencing sudden wealth, Wolk Financial's experienced team provides guidance and support to confidently manage assets and pursue financial goals. With proven expertise and the ability to effectively apply it, Wolk Financial ensures that clients' important financial affairs are in capable hands. They offer a depth of resources and investment opportunities to help clients make the most of their financial assets. As a part of Raymond James, one of the largest and most respected independent financial services companies in the country, Wolk Financial is committed to delivering exceptional service and helping clients achieve their financial aspirations.Generated from the website