Level Four Group

We are excited to announce that we will have a booth at the 2024 Balloon Fiesta, on October 13th in Albuquerque! If you will be in the area or attending please stop by, grab some food, and meet some of our team, as you enjoy this incredible event

We are excited to announce that our New Pooled Employer Plan is now live! This is a great team-up for us with CRI TPA Services as the third-party administrator, Group Plan Systems, LLC serving as the provider, and EPIC Retirement Plan Services as the recordkeeper. This plan will allow Level Four to provide more services for businesses looking to review and update their current retirement and 401k plans. To learn more check out: LevelFourGroup.com/PEP #levelfourfinancial #financialservices #401k #retirementplanning #PooledEmployerPlan #critpaservices

We are pleased to announce that Erik Martin Blankmeyer, Sr., President of Regroup Wealth LLC, out of Prosper Texas, has joined Level Four Financials’ Independent Network of Advisors. Welcome to the team Erik Blankmeyer!

🔓 Ready to Unlock the Full Potential of Your Business Exit? 🔓 Join us for an exclusive Exit Planning workshop designed for business owners looking to exit their businesses on their own terms. Don’t miss this opportunity to gain valuable insights from industry experts Luke Britt, CLU® RICP® CEPA® of Level Four Business Solutions, Adam Marshall of Lorium PLLC (Lorium Law), and Suzanne Durbin, ChFC, CExP of Level Four Business Solutions at the Carr, Riggs & Ingram Atlanta office. Register Here: https://lnkd.in/gb_hms8h 📅 Date: Tuesday, June 25th 7:30-9:00 AM 📍 Location: Carr, Riggs & Ingram, 4004 Summit Blvd., Suite 800, Atlanta, GA 30319 #ExitPlanning #BusinessStrategy #WealthManagement #BusinessOwners #LevelFourBusinessSolutions

Do you know about the sunset of the favorable estate, gift, and income tax laws? Join us for an exclusive Estate Planning workshop for families concerned about the law changes and are looking to discuss solutions for these challenges. Don’t miss this opportunity to gain valuable insights from industry experts Scott Pohar, Carr, Riggs & Ingram Partner, Luke Britt, CLU® RICP® CEPA® of Level Four Business Solutions & Level Four Advanced Planning. We look forward to seeing you at the Carr, Riggs & Ingram Atlanta office. Register Now: https://lnkd.in/gYDJHHM7 📅 Date: Tuesday, June 25th, 3:30-5:30 PM 📍 Location: Carr, Riggs & Ingram, 4004 Summit Blvd., Suite 800, Atlanta, GA 30319 #EstatePlanning #WealthManagement #Families #LevelFourBusinessSolutions

Level Four is pleased to announce that William "Bill" Kumm, IV, along with his esteemed team at Financial Independence, will be joining us as an independent team effective April 1st, 2024. The Financial Independence team,... Read the Press Release: https://ow.ly/1BFx50RrbHV