Wealthtender

A new article with 💬 from Kevin Estes and Jason Gilbert published on Wealthtender. #wealthtenderquotes https://lnkd.in/ghpAbVCr

🤝 Is a Financial Coach right for you? Learn the benefits and find your coach today! 📣 Financial Coach Showcase: 1️⃣ Rick Zwelling 2️⃣ Mark Tibbs, AFC® 3️⃣ Adam Kol, The Couples Financial Coach #personalfinance #financialcoach #moneycoach #financialcounselor https://lnkd.in/eyihF9W

Struggling with financial stress? It's a common challenge for many middle-income families. There are effective strategies to help cope, such as cutting unnecessary expenses, exploring additional income sources, and prioritizing savings. #personalfinance #money https://bit.ly/3AeDDSu

A new article with 💬 from 👉 Chris Chen, CFP®, CDFA®, Chris Boyd-Witherspoon, MBA, and Mike Hunsberger, ChFC®, CFP®, CCFC, MQFP published on Wealthtender. #wealthtenderquotes https://lnkd.in/gYtNzKGf

Life Events That Trigger Financial Planning Needs Discover how major life events like marriage, childbirth, and inheritance can initiate the need for financial guidance. This video explores the correlation between significant changes and the pursuit of smart money management strategies. Start planning now for a secure financial future! #FinancialPlanning #LifeEvents #WealthManagement #MoneyInMotion #FinancialGuidance #EstatePlanning #TrustFunds #InvestSmart #SmartMoney #FuturePlanning

It’s been five years since The AGC first came together, and we're so grateful to be surrounded by inspiring and driven members who make it all possible. Advisors often face unique challenges in this industry, and having a supportive network can make all the difference 🚀 Our founders said it best: "The AGC started with a simple idea: to break down silos and empower advisors to build stronger practices and even stronger support systems with one another. I couldn’t be more proud of what we’ve created together.” - Taylor Schulte, CFP® "When we launched the community, I don’t think either of us knew how amazing it would grow to be. The idea to start a community came from our own desire to have a space to collaborate with our peers—we were already doing a lot of this in Zoom with advisors and we thought a community would foster more opportunities to connect and grow. The community was something we wanted for ourselves and we attracted some of the most amazing people and advisors in the profession." - Justin Castelli, CFP® Together, we’ve built a network that not only fosters professional growth but also creates genuine, supportive relationships. Thank you to everyone who has been a part of this mission, and here’s to many more years of growing together!

🎉 Wealthtender welcomes Chris Pape, APMA, CEPA to our growing community of financial advisors. 👩💻 Chris is an hourly fee only, advice only financial advisor focused on business owners and entrepreneurs. He can help you build your team of professional advisors or coordinate with your current team to ensure seamless integration of your financial plan. As a Certified Exit Planning Advisor, Chris helps you understand what your business is worth today and how you can maximize its value when you are ready to transition ownership. ✅ Visit Chris's profile page on Wealthtender to learn more: https://lnkd.in/grXAMATG #financialadvisors #financialplanning

A new article with 💬 from Carman Kubanda, CFP®, ChFC®, Dale Hershman "The Sick Economist" 🇺🇸🇮🇱, and Jason Gilbert published on Financial Planning. #wealthtenderquotes https://lnkd.in/gtD4w4-e

✅ Is an advice-only financial advisor right for you? Learn why a growing number of people are hiring these financial advisors to help them achieve their money goals. 💸 Currently in the Spotlight (randomly selected): 1️⃣ Marcel Miu, CFA, CFP 2️⃣ Dale Hershman "The Sick Economist" 🇺🇸🇮🇱 3️⃣ Stephen Lay 4️⃣ Jenn Steliga, CFP®, CFT™ #financialadvisors #advice #diy https://lnkd.in/gA6xJSdS

A new article with 💬 from William Hortz published on Wealthtender. #wealthtenderquotes https://lnkd.in/gsuBT__M