Allegiant Wealth Strategies

Did you know there are several types of financial advisors with different credentials and qualifications? Here’s a quick breakdown: Certified Financial Planner®: This certification indicates that the advisor has completed extensive coursework in financial planning, passed a comprehensive exam, and is committed to ongoing education. CFPs are also held to a fiduciary standard, meaning they must act in your best interest. Chartered Financial Consultant®: ChFCs have completed advanced coursework in financial planning, covering areas such as insurance, income taxation, retirement planning, investments, and estate planning. To maintain the designation, they must adhere to strict ethical standards and continue their education. We have both these designations at Allegiant Wealth Strategies, so you can be sure you’re working with a qualified, experienced advisor who’s working for your best interests. Discover more about choosing the right advisor in our blog: https://rb.gy/hcg5qi. #FinancialPlan #FinancialGoals #WealthAdvisor #FinancialAdvisor

Want to channel your inner Simone Biles? The Olympic gymnast is sharing her top tips for mental toughness and achieving greatness. Find out how to turn your goals into reality like a champion, no matter your field: https://bit.ly/3Z8YEIH #mentalstrength #simonebiles

Are you ready to have a financial advisor working with you to achieve your financial goals? Do you know how to find one that’s a good fit for you? While we’d love for you to turn to us first, you might want to read our latest blog, “9 Essential Steps to Choosing Your Ideal Financial Advisor,” which outlines a process for finding the right advisor for you: https://rb.gy/hcg5qi. Also, if you’re wondering if you have enough money to work with an advisor, we’d like you to know that Allegiant Wealth Strategies doesn’t require our clients to have a minimum net worth before we work with them (unlike many advisors). We believe in working with you to build your wealth, no matter where you start. #FinancialPlan #FinancialGoals #FinancialPlanner #FinancialAdvisor

Is $5 million enough to retire comfortably? For many, it's more than enough, but it depends on your lifestyle and how you manage your finances. Learn how to make the most of your retirement savings and secure your future: https://bit.ly/3SUlzDv #retirementplanning

Everyone’s financial situation is different, so your financial plan should be tailored to fit your unique needs and goals. Think about what you want to achieve – perhaps it’s buying a house, traveling, or retiring early. Your financial plan can be written to accomplish these goals. At Allegiant Wealth Strategies, we do exactly that: We help our clients assess their financial situations, flesh out their goals, and create unique financial plans. Your goals become our goals, and we work with you to help you achieve them. We’re happy to meet you for a free consultation. Please get in touch with us at https://rb.gy/q4rw3y or call (269) 218-2100. #FinancialPlan #FinancialGoals #FinancialPlanner #FinancialAdvisor

Retirement redefined! Former teacher, Jeff Kellert, found a new purpose and community through volunteering. But it isn't just about giving back; it's a powerful way to boost health and happiness. Ready to make a difference post-career? Learn more: https://bit.ly/3yJt3T0 #volunteerism #givingback

Financial exploitation is a growing threat, with scammers using technology like AI to target investors of all ages. In 2023 alone, older adults lost nearly $3.4 billion due to fraud. Learn how to protect yourself and your loved ones with these strategies: https://bit.ly/46OiKd0 #fraudprevention

As we focus on financial plans this month, here’s another reason to have a financial plan: You can take advantage of compound interest. Compound interest is like money magic. It means you earn interest not just on your initial savings but also on the interest your money has already earned. The earlier you create a financial plan and start saving or investing, the more time your money has to grow before you need it for retirement or a large purchase. Please read our blog for even more reasons why you need a financial plan: https://rb.gy/tq58g1. #FinancialPlan #FinancialGoals #FinancialPlanner #FinancialAdvisor

Wondering how much you can safely withdraw from your retirement nest egg? You may want to follow the 4% rule, but it's not a one-size-fits-all approach. Discover how to tailor your post-career income strategy based on your unique circumstances: https://bit.ly/3yBverD #retirementplanning

This month, we’re focusing on the benefits of having a financial plan. A big advantage to having a financial plan is that you’ll be inspired to create an emergency fund. Your emergency fund – which should have at least 3 to 6 months of expenses – is meant to cover unexpected expenses. Once you have an emergency fund, you can easily cover surprise expenses like home and car repairs or medical bills, so you don’t have to rely on credit cards or loans, increasing your debt load. Please read our blog for more reasons you’d benefit from a financial plan: https://rb.gy/tq58g1. #FinancialPlan #FinancialGoals #FinancialPlanner #FinancialAdvisor