Mach 1 Financial Group

Come play a round of golf with us for a good cause! Team signups are still open: https://lnkd.in/g8puhFUz

We had a great afternoon yesterday hosting our Retirement Tax Planning course! Eli helped attendees better understand the tax landscape as they near retirement! We enjoy hosting opportunities for learning in our office!

We are proud to welcome Graham Funderburk to the Mach 1 Financial Group advisor team! Graham is a graduate of the University of Arkansas where he earned a degree in Finance with an Investments concentration. Graham is eager to build his relationships with clients and colleagues and looks forward to furthering his financial knowledge. When Graham is not at work, he enjoys playing golf, hanging out with his friends, and spending time with his wife and his dog. Welcome, Graham! #DreamTeam

LOCATION CHANGE: This course will now be held in our classroom at the Mach 1 Office! (1001 S 52nd St #100 Rogers, AR 72758) It is not too late to eat lunch with us this Wednesday and hear from speaker Eli Freeman CFP® about Retirement Tax Planning! Sign up here: https://lnkd.in/gswnn49k

We still have a few seats open for this course! Join us on your lunch break for a free meal and to get some of your questions answered about taxes in retirement!

Mach 1 Financial Group, formerly known as Beale Lee and Associates, is celebrating its 20th year of business in 2025! Here is a little #ThrowbackThursday to our 5th-year celebration. Time sure does fly!

We are hosting a FREE lunch seminar on Retirement Tax Planning next Wednesday, March 5th! Watch this brief video on what to expect from Eli Freeman CFP® who will be teaching this course! Register here: https://lnkd.in/gh8tBphN

Mach 1 Financial Group is proud to welcome Laura Parker to our Client Services team! Laura comes to Mach 1 with several years of experience in the financial technology industry. Laura says she is "looking forward to building on that experience and contributing to the work we do here at Mach 1". Welcome, Laura!

Mach 1 Financial Group is proud to present the first annual Next Gen Golf Classic! Save the Date for April 28th, 2025! All proceeds will benefit 5 local charities that Mach 1 proudly supports: Loving Choices Pregnancy Resource Center, Northwest Arkansas Children's Shelter, Children & Family Advocacy Center, The CALL in NWA, and Fellowship of Christian Athletes. Join us as we "drive" change in the lives of the next generation! Register your team here: https://lnkd.in/gWixex97

TEAM REGISTRATIONS ARE NOW OPEN!  The Next Gen Charity Golf Classic presented by Mach 1 Financial Group is coming up on Monday, April 28th, 2025! Register your team today to help us "drive" change in the next generation! ⛳️ Register your team here: https://lnkd.in/gWixex97? All proceeds from this tournament will benefit the 5 next-generation-focused organizations that we proudly support: LOVING CHOICES PREGNANCY CENTERS OF NWA The CALL in NWA Children & Family Advocacy Center Northwest Arkansas Children's Shelter Northwest Arkansas Fellowship of Christian Athletes Watch the video below to hear from our Partner and President, Lee Mackey, on how to get involved!