Jean Pursley’s Post

Managing your company's 401k plan can be frustrating and time-consuming. CornerCap wealth management advisors can help you create a personalized plan that saves time and maximizes your investments. Check out this FREE guide for more information. #WealthManagement #401K #Investments https://lnkd.in/epZF4nBY

Is your 401(k) on autopilot? 🤔 Do you know where your money is invested? Many professionals are unaware that their financial advisor can help to strategically optimize their portfolio’s performance. At Endeavr, we specialize in ensuring your investments work seamlessly together and are effectively managed to enhance your entire portfolio. Let's work together to maximize your portfolio’s potential and achieve your long-term objectives. 💼📈 #401kDay #InvestmentStrategy #FuturePlanning

Managing your company's 401k plan can be frustrating and time-consuming. CornerCap wealth management advisors can help you create a personalized plan that saves time and maximizes your investments. Check out this FREE guide for more information. #WealthManagement #401K #Investments https://lnkd.in/eZ89w8jY

Is your 401(k) on autopilot? Do you know where your money is invested? 🤔 Many professionals are unaware that their financial advisor can help to strategically optimize their portfolio’s performance. At Endeavr, we specialize in ensuring your investments work seamlessly together and are effectively managed to enhance your entire portfolio. Let's work together to maximize your portfolio’s potential and achieve your long-term objectives.    #401kDay #InvestmentStrategy #FuturePlanning

Our advisors possess the essential credentials, skills, and expertise to guide you in wealth management across every stage of your business cycle. Whether you're newly incorporated, in a growth phase, or considering retirement, Blackhawk Capital Partners can craft a tailored plan for your personal economy. We enable you to concentrate on your strengths while leveraging our expertise. #Finance #WealthManagement

Do you offer a 401(k) in your business? By implementing a Mega Backdoor Roth strategy you can put away an additional $46,000 into a Roth account in addition to the standard $23,000 401(k) contribution. A Mega Backdoor Roth provides a rare opportunity at tax-efficient growth for your investments. #roth #401k #success #strategy #opportunity #growth #investments

Our advisors possess the essential credentials, skills, and expertise to guide you in wealth management across every stage of your business cycle. Whether you're newly incorporated, in a growth phase, or considering retirement, Blackhawk Capital Partners can craft a tailored plan for your personal economy. We enable you to concentrate on your strengths while leveraging our expertise. #Finance #WealthManagement

Our advisors possess the essential credentials, skills, and expertise to guide you in wealth management across every stage of your business cycle. Whether you're newly incorporated, in a growth phase, or considering retirement, Blackhawk Capital Partners can craft a tailored plan for your personal economy. We enable you to concentrate on your strengths while leveraging our expertise. #Finance #WealthManagement

There's a good chance that your active 401k is your biggest investment account—but when's the last chance you shifted your strategy based on current market conditions? 🔗 Ready to make some changes? Let's chat! Visit coloradowealthgroup.com to start your journey with CWG today.

If you’re a small business owner looking to establish a 401(k) plan for your employees, understanding the benefits and costs is essential! Whether it’s your first time or you’re optimizing an existing plan, our latest blog has you covered with key tips and insights from Personal Wealth Advisor, Charles Crowley, CFP®, AIF®. Check it out: https://lnkd.in/eWfQqAC9 #wealthmanagement #financialplanning #BIPWealth #wealth #financialadvisors #portfoliomanagement #401k #TaxPlanning #retirementplanning #businessowner #employeebenefits #smallbusiness