11 Financial

We’re excited to share that Taylor Kovar, CFP, has been named a finalist for the 2024 ThinkAdvisor Luminaries Awards in the Thought Leader of the Year category! This recognition honors individuals who lead their firms with innovative approaches, providing clients with fresh insights that make a real difference. Join us in celebrating this fantastic achievement and his dedication to advancing the financial services industry!

It's crucial to be prepared during uncertain times. Taylor Kovar, CFP and CEO of 11 Financial, discusses the importance of keeping money liquid and secure during a recession. Read the full article by AOL to learn how to safeguard your finances: https://lnkd.in/gwjHeUjz .

In times of market volatility, having the right strategies in place is essential. Claudia Valladares, Director of Client Relations, shares key insights on what you should never do when the stock market plunges. Read the full article to ensure you're prepared: https://lnkd.in/gQ-TPafx .

Last month, Taylor had the privilege of speaking at The Closer Conference, a transformative weekend dedicated to helping couples strengthen their relationships. He reminded us that marriage is more than just the big moments—it’s about growing together, day by day, and fulfilling the purpose that God has for you as a couple. It’s not just about the wedding, the kids, or the house, but about being a team that supports, loves, and uplifts one another through every season of life. The conference also featured other renowned marriage counselors and speakers, offering practical advice, engaging workshops, and a chance to connect with other couples on the same journey. The event provided valuable tools to invest in and nurture relationships, helping build a strong foundation that brings couples closer, no matter the challenges they face.

Meet Matt Williamson, an enthusiastic advisor at 11 Financial! Matt's passion for markets and finance began with an influential third-grade teacher, igniting a lifelong interest in investing. While his musical pursuits guided him through college, his dedication to finance remained strong. Matt believes financial literacy is the foundation of financial freedom and has coached thousands on responsible financial practices. He emphasizes risk management and uses proprietary methods for investment selection, ensuring prudent and informed decisions for his clients. Outside of work, Matt enjoys tennis, music, and golf, and cherishes time with his daughter. He believes in the importance of valuing wealth found in gratitude, spirituality, and kindness, helping his clients achieve not only financial security but also a balanced and fulfilling life. To read more about Matt, please visit https://lnkd.in/gzsPsGSt.

Meet Frank Vestal! Born in San Luis Obispo, California, and raised in Bullhead City, Arizona, Frank was inspired by his mother's financial struggles to pursue a career in finance. Now based in Kingman, Arizona, Frank specializes in budgeting and creating actionable plans for clients to achieve their financial goals. Balancing his career as a firefighter with his role in finance, Frank is committed to community service and financial education. In his free time, he enjoys snorkeling, hiking, running, and pickleball. His passion for lifelong learning and financial literacy empowers his clients to make informed decisions and achieve financial success. Frank's dedication to making a positive impact in his clients' lives drives his work every day. To read more about Frank, visit Choose11.com/FrankVestal.

Say hello to Ashley Owens, one of our fantastic advisors at 11 Financial! Ashley grew up on her grandparents’ farm in Rogersville, Missouri, where she developed a strong work ethic and a passion for community. With a degree from Missouri State University, she’s spent nearly 12 years helping farmers with financial planning. Now living in Virginia, Ashley loves homesteading with her husband Frankie and their kids, Huck and Alyvia. They enjoy gardening, outdoor adventures, and renovating their charming 1800s farmhouse. To read more about Ashley, visit Choose11.com/AshleyOwens

With our recent expansion and rebranding to 11 Financial, we're excited to introduce our team of fantastic advisors over the next few weeks. Today, we’re thrilled to spotlight Josh Vinson, based out of Florida, who has been with us for several years. A top graduate of Albany College of Pharmacy and Health Science, Josh developed a passion for financial stewardship while working as a pharmacist. Having experienced his own financial transformation, he now helps high-income earners build lasting wealth through strategic tax strategies, smart investing, and passive income, enabling them to reclaim their most valuable asset: time. To read more about Josh, visit Choose11.com/Josh-Vinson.