Could you use a committed ally? For 6 years running, we’ve earned more National Association of Plan Advisors Advisor Allies awards than any other provider. Thanks to our financial professional partners, and congrats to the winners. Learn more about NAPA’s Advisor Allies: https://lnkd.in/e3ZHKnk7
Awesome 👏
🚀 Ready to take your home service business to new heights? Don't miss our virtual event on May 14, 2024! 📈 For the month of April, we are offering a BUY ONE GET ONE Entry . So, if you sign up for $99, you can give a ticket for free to someone else you know in the business who could really benefit from this opportunity, or bring someone from your team. Join us for our Business Acceleration Workshop with Erik Flegal, Founder and CEO of Fortune Tax Alliance LLC. With expertise honed at Morgan Stanley and Wells Fargo, Erik leads the way in tax optimization. He's not just a financial wizard; as Managing Partner at Fortune Tax Alliance LLC and Founder of Red Carpet Charleston, he's dedicated to community integration. Don't miss this opportunity to learn from his leadership at the National Small Business Association. 🌟 Here's what you can expect at the workshop: ✅ Dive into insights from seasoned professionals like Erik Flegal. ✅ Get clarity on top business topics broken down for easy understanding. ✅ Engage in real-time Q&A sessions with each speaker for personalized guidance. ✅ Experience a sales pitch-free environment focused solely on imparting valuable knowledge. ✅ Walk away with actionable strategies to implement immediately and drive your business forward. Register now at: https://lnkd.in/gyn_9huM Reserve your spot now and get ready to unlock your business's full potential! #TheOpusAndGoldsGroup #WitDigital #HomeServiceExcellence #VirtualConference #BusinessStrategy
Is your CPA a historian? …always focused on last year vs. this year ahead and your future? It's time to change that. We're being forward-looking in 2024. ... Plan your future, the Whitwell Way. #whitwelladvisors #wealthmanagement #taxsmart #forwardthinking #planahead
Sought after wealth advisor and tax planner for business owners, executives, investors and philanthropists.
Is your CPA a historian? …always focused on last year vs. this year ahead and your future? It's time to change that. We're being forward-looking in 2024. ... Plan your future, the Whitwell Way. #whitwelladvisors #wealthmanagement #taxsmart #forwardthinking #planahead
Is your CPA a historian? …always focused on last year vs. this year ahead and your future? It's time to change that. We're being forward-looking in 2024. ... Plan your future, the Whitwell Way. #whitwelladvisors #wealthmanagement #taxsmart #forwardthinking #planahead
Is your CPA a historian? …always focused on last year vs. this year ahead and your future? It's time to change that. We're being forward-looking in 2024. ... Plan your future, the Whitwell Way. #whitwelladvisors #wealthmanagement #taxsmart #forwardthinking #planahead
I recently touched down in Florida to celebrate something big... My client's film just won a very deserved award. It's a dream that came up often. One that we discussed in our financial strategy sessions time and time again. So, when it became reality, I couldn't just send a congratulatory text; I had to be there to witness the joy of this win firsthand. This might not be the typical 'financial advisor' move, but I'm not your typical financial advisor. To best serve our clients, I need to know your business ambitions AND your personal aspirations. I want to celebrate your wins, understand your setbacks, and be fueled by the same fire that drives you every day. Sure, my role is to guide your financial strategies. But knowing YOUR dreams? That's the secret sauce that allows me to do my job exceptionally well. So, I’ve got to ask: What are the dreams fueling your financial decisions? Let's talk about them. Share in the comments. #financialadvisor #businessadvising #clientsuccess #businessgoals #financialstrategy
In our world, it is easy to get caught up in all the details…what do we own, not own, what strategy should we implement or not implement. As important as those details may be, we should recognize how impactful these observations are to successful financial outcomes.
Drawing from over 40 years of experience in financial planning and wealth management, Dave Perkins, JD, CPA, CFP® shares some terrific nuggets in the most recent Verum blog post. From navigating the complexities of estate planning to understanding the nuances of behavioral psychology in investing, each observation is a gem of practical advice. Among the many tips shared, the reminder to embrace humility in investing and the significance of planning for unforeseen curveballs really underscore the importance of holistic financial planning. Enjoy the read! 🔗 https://lnkd.in/gxCaR42J #wealthmanagement #financialplanning
Is your CPA a historian? …always focused on last year vs. this year ahead and your future? It's time to change that. We're being forward-looking in 2024. ... Plan your future, the Whitwell Way. #whitwelladvisors #wealthmanagement #taxsmart #forwardthinking #planahead
Is your CPA a historian? …always focused on last year vs. this year ahead and your future? It's time to change that. We're being forward-looking in 2024. ... Plan your future, the Whitwell Way. #whitwelladvisors #wealthmanagement #taxsmart #forwardthinking #planahead
Well done!