Johnson Brunetti Retirement & Investment Specialists’ Post

Meet our 𝗳𝗼𝘂𝗿-𝗹𝗲𝗴𝗴𝗲𝗱 𝗳𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗴𝘂𝗿𝘂, 𝗦𝘁𝗲𝗹𝗹𝗮. 🐾 As we help our clients plan for the future, Stella is here to remind us that a well-structured retirement can be like being bundled up for a nap - 𝗰𝗼𝗺𝗳𝗼𝗿𝘁𝗶𝗻𝗴, 𝗿𝗲𝘄𝗮𝗿𝗱𝗶𝗻𝗴, 𝗮𝗻𝗱 𝗶𝗻 𝗮 𝗽𝗲𝗮𝗰𝗲𝗳𝘂𝗹 𝘀𝘁𝗮𝘁𝗲 𝗼𝗳 𝗺𝗶𝗻𝗱! At Duell Financial Strategies, we are not just financial advisors - we are committed to 𝗰𝗿𝗮𝗳𝘁𝗶𝗻𝗴 𝗮 𝗿𝗲𝘁𝗶𝗿𝗲𝗺𝗲𝗻𝘁 𝗽𝗹𝗮𝗻 𝘁𝗵𝗮𝘁 𝗮𝗹𝗶𝗴𝗻𝘀 𝘄𝗶𝘁𝗵 𝘆𝗼𝘂𝗿 𝗮𝗻𝗱 𝘆𝗼𝘂𝗿 𝗳𝗮𝗺𝗶𝗹𝘆'𝘀 𝗱𝗿𝗲𝗮𝗺𝘀. From thoughtful investment strategies to personalized savings goals, we've got it all covered. ✅ As we navigate the twists and turns of financial planning, Stella shows us that we can all 𝗿𝗲𝘀𝘁 𝗲𝗮𝘀𝘆 𝘄𝗶𝘁𝗵 𝗮 𝗰𝗼𝗺𝗽𝗿𝗲𝗵𝗲𝗻𝘀𝗶𝘃𝗲 𝘀𝘁𝗿𝗮𝘁𝗲𝗴𝘆 𝗶𝗻 𝗽𝗹𝗮𝗰𝗲. See my 𝗹𝗶𝗻𝗸 𝗶𝗻 𝗯𝗶𝗼 to schedule a visit with the team today! 🦴 #doglovers #animallover #retirementplanning

Happy Summer Solstice from Key Wealth Management! 🌞 As we welcome the longest day of the year, it's the perfect time to shed light on your financial goals. Just as the sun reaches its peak, let your financial plans shine brightly. Whether you're planning for retirement, saving for a dream vacation, or investing in your future, we're here to guide you every step of the way. #SummerSolstice #KeyWealthManagement #FinancialGoals #InvestInYourFuture #LongestDay

Ever wondered how to make financial planning less confusing and more about living your best life? This week on No Pricks Allowed, Aaron Buchner dives into what a comprehensive financial plan truly entails, dispelling common misconceptions and emphasizing the importance of setting and achieving diverse life goals beyond just retirement. Check it out! https://buff.ly/3W7hFYS

Navigating today's complex financial landscape can be tough, and knowing the right time to consult a financial advisor is crucial for hitting your long-term goals. Whether you're nearing retirement, experiencing significant life changes, or simply want to ensure your financial strategy is on track, our latest episode of the Money Wisdom Question Series provides guidance for navigating various life stages. Discover how early planning can ease your transition into retirement, the importance of adapting your strategy during major life events, and more with Jake Doser, CFP®, CPWA®. 💡 Watch the video below! #MoneyWisdomQuestionSeries #RetirementReady #FinancialAdvisor

Turn your early retirement dreams into reality—start planning your financial journey today! 🌅💸 #RetireEarlyDream Appreciate the value we bring? Engage with us – like, comment, and share with a friend who could benefit. For a continuous stream of insights, be sure to follow us. Your journey to knowledge and growth starts here. 🌐📚 #ProfessionalInsights #FollowForUpdates

As an independent financial advisory firm, we’re dedicated to taking care of our community and 𝗽𝗿𝗶𝗼𝗿𝗶𝘁𝗶𝘇𝗶𝗻𝗴 𝘆𝗼𝘂𝗿 𝗻𝗲𝗲𝗱𝘀! With our proven track record, we provide 𝗰𝗼𝗺𝗽𝗿𝗲𝗵𝗲𝗻𝘀𝗶𝘃𝗲 𝗳𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝘀𝘂𝗽𝗽𝗼𝗿𝘁 to ensure you’re equipped with all the tools you need for retirement success. 🛠️ Ready to take the next step in securing your financial future? 📲 Give us a call at 𝟴𝟰𝟳-𝟰𝟵𝟳-𝟬𝟰𝟯𝟰 today and head to our YouTube channel to check out the rest of this episode of 𝙍𝙚𝙩𝙞𝙧𝙚 𝙔𝙤𝙪𝙧 𝙒𝙖𝙮, "How to Combat Inflation in Retirement" to learn more! #retireyourway #thrivewealthgroup #retirementplanning

Short-term and long-term financial goals act as the compass guiding our saving strategies. 🌟 Short-term goals like building an emergency fund or saving for a vacation demand consistency and immediate action. Long-term goals, such as retirement planning or buying a home, require sustained effort and investment. By aligning our savings habits with these goals, we pave the way for financial success. Ready to take charge of your future? Start by defining your goals and crafting a savings plan today! 💼 #FinancialGoals #SavingsStrategy #PlanForSuccess Ready to turn your financial goals into reality? Start crafting your personalized savings strategy with our expert guidance today! 💡💪 #FinancialPlanning #StartSaving #SecureFuture

In the next episode of the Modern Wealth Management Educational Series, Kade Messner, CFP®, AIF® explains how to incorporate a big family vacation into your financial plan, and other important details to consider before taking a trip during retirement. Subscribe to our channel so you don't miss it: https://lnkd.in/gjQKGqyr #financialeducation #financialplanning #vacation

Now that we are in a new year, it's a great time to reassess your financial plan and see how it aligns with your goals. When planning for your future, there are several crucial factors to take into account, including your savings, lifestyle, desired retirement age, and more. Heath Grossman, CFP® offers a set of insightful questions that can help set you on the right path. Let's start the new year off on the right foot and make sure we're setting ourselves up for financial success. Watch below! 👇 #MoneyWisdom #FinancialGoals #RetirementPlanning

Take charge of your financial future! Whether it’s saving for that dream vacation or planning for retirement, we’re here to support you every step of the way. Join us at TruPoint, and let’s make your financial goals a reality! #FinancialFreedom #FinancialPlanning #BankWhereYouMatter