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Financial Strategies Retirement Partners (FSRP) is an independent financial advisory and investment management firm based in Bedford, New Hampshire. We specialize in 401(k) retirement plan consulting, fiduciary support, and personalized wealth management for individuals, business owners, and employers. Our experienced team of 24 professionals advises on over $2.43 billion in assets across corporate retirement plans and wealth management accounts (as of March 2025). We provide tailored strategies that align with each client’s goals—helping to build, protect, and transition wealth through every stage of life. Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services are offered through Raymond James Financial Services Advisors, Inc. Financial Strategies Retirement Partners, LLC is not a registered broker/dealer and is independent of Raymond James Financial Services. Please follow this link to Important Disclosure Information: http://raymondjames.com/smicd.htm Financial Strategies Retirement Partners (FSRP), 3 Executive Park Drive, Suite 205, Bedford, NH 03110, 603-627-1463. The Financial Advisor(s) associated with this profile may only discuss or transact business with residents of states in which they are properly registered. Please check FINRA’s BrokerCheck for a list of current registrations.

More than ever, it pays to consider carefully your criteria for choosing an investment professional. Access to powerful planning tools and a wide range of investment alternatives are essential. However objectivity, independence, and skilled coordination, proven through experience, are the keys. The professionals at WealthSpring Partners provide investment advice based on a philosophy of service that revolves around you. Starting with a detailed understanding of your financial situation and goals, we build a plan to match. We then monitor and manage your portfolio to keep all relevant family members informed and involved through periodic updates and scheduled reviews. ---------------------------------------------------------------------------------------------- The financial advisors of WealthSpring are registered representatives and investment adviser representatives with/and offer securities and advisory services through Commonwealth Financial Network®, member www.FINRA.org / www.SIPC.org, a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth. Financial planning services offered through WealthSpring are separate and unrelated to Commonwealth. The Financial Advisor(s) associated with this profile may only discuss or transact business with residents of states in which they are properly registered. Please check FINRA’s Broker Check for a list of current registrations. Review our Terms of Use: www.commonwealth.com/termsofuse.html. Ted Athans CA Insurance Lic.# 0C52870, Jay Douglas CA Insurance Lic.# 0C78522 WealthSpring Long Beach: 5000 Airport Plaza Drive, Suite 245, Long Beach, CA 90815 Orange County: One Park Plaza, Suite 600, Irvine, CA 92614 San Luis Obispo: 1360 Marsh Street, San Luis Obispo, CA 93401 Chino Hills/Chino Valley: 15338 Central Avenue, Chino, CA 91710 Santa Rosa: 1550 Airport Boulevard, Suite 205, Santa Rosa, CA 95403 Phone (888) 491-4410 | Fax (562) 491-4411

Kolinsky Wealth Management is a full-service wealth management firm serving high net worth individuals and business owners since 1982. We provide a comprehensive range of solutions designed to help you meet your financial goals. Kolinsky Wealth Management focuses on relationships, not products. Only after we have a full understanding of your financial picture do we begin to construct a customized solution that suits your unique needs. We succeed by developing trusting relationships with our clients, working closely with attorneys, accountants and other professionals to create personalized wealth management strategies tailored just for you. For more information about Kolinsky Wealth Management, and the services we provide, please contact Jason Kolinsky at 201-474-4014 or send an email to jkolinsky@kolinskywealth.com. Advisory services are offered by Kolinsky Wealth Management (“KWM”). Securities offered by World Investments, Inc., member FINRA/SIPC. KWM and World Investments, Inc. are affiliated through common ownership. Investments in securities involve risk, including the potential loss of principal invested. We do not provide customer service or enable financial transactions through this site. Should any client have questions or concerns that are specific to his or her account, please contact our office directly. Do not post personal, account or transaction information anywhere on this site.