Founder and Financial Advisor helping thriving families, women, and small businesses plan a future worth working toward.
In your 20s? Congratulations, you’ve arrived at just the perfect time to begin saving for #retirement. Watch for easy tips on how to get started! #retirementsavings #fusionfinancialgroup #CFPpro #financialplanning #moneytips #getstarted #retirementplan #goals #DenverCFP #fusionfinancialadvisor #moneymatters #thetimeisnow
Founder and Financial Advisor helping thriving families, women, and small businesses plan a future worth working toward.
Our second #dineanddash event had us hosting #clients at Maggiano's, where our most requested dish was fettuccine alfredo! We were thrilled to have key #moneymanagement partners State Street SPDR ETFs and Russell Investments, at this centralized event location. One more to go! Chris Marshall, AIF® Melanie Harbaugh Martin Roche, CIMA®, AIF Juan Calderon #clientappreciation #maggianos #teamfusion #weloveourclients
Founder and Financial Advisor helping thriving families, women, and small businesses plan a future worth working toward.
In case you missed it, the enrollment window for Medicare just opened! 📢 📢📢 Key benefits of enrolling, during this period, are making changes to coverage, low to no premiums, and avoiding late enrollment penalties. There are many tools, including Fusion Financial Group’s networked #medicare experts, to help answer questions. But, hurry, the window closes on December 7th! #MedicareOpenEnrollment #fusionfinancialgroup #CFP #HealthcareCoverage #fusionfinancialadvisor #CFPPro #MedicareEnrollment #femmefinance
Don't forget: Medicare open enrollment is approaching!
Founder and Financial Advisor helping thriving families, women, and small businesses plan a future worth working toward.
The S&P 500's current #bullmarket just turned 2-years old! Over that period, we've seen total return nearing 63%. What's next for this young bull? It is sure to encounter volatility from lurking bears, but history has shown that 12 of the last 16 bull markets rang in their 3rd birthdays with gains! #BullMarket2024 #happybirthdaybull #investmentadvisor #stockmarket #fusionfinancialgroup #bullishmarket #investing #stockmarketinvesting #fusionfinancialadvisor #birthdaywishes
Founder and Financial Advisor helping thriving families, women, and small businesses plan a future worth working toward.
Fusion Financial Group's first of three inaugural dine-and-dash #clientappreciation events was a blur of conversation, food, and fun! One of our key #moneymanagement partners, T. Rowe Price joined us to connect with clients over a wine and an appetizer spread to die for (can you say bacon-wrapped dates?!!), at Biaggi's Ristorante Italiano’s – Colorado Springs, before sending folks home with dinners and desserts. The most popular dish? Based on client orders, this group liked the Chicken Parmesan the most! Chris Marshall, AIF®Melanie Harbaugh Jae Shin, CIMA® #clientappreciationparty #wineanddine #fusionfinancialgroup #weloveourclients #dineanddash #gratefulthankfulblessed
Founder and Financial Advisor helping thriving families, women, and small businesses plan a future worth working toward.
Did you know that #alternativeinvestments can be a useful tool to mitigate risk in an #InvestmentPortfolio? Alts consist of a variety of offerings from real estate to precious metals, many of which can be accessed through readily accessible vehicles like REITs, hedge funds, and ETFs. Once we know which option to use, we can then decide "how much" of an airbag is needed in an investment strategy to help support our client's financial goals! I share more, in the article below. Thanks, Blue Vault, for the feature! #alts #investmentadvisor #CFP #fusionfinancialgroup #riskmanagement #moneymanagement #altinvesting #InvestmentStrategy #CFPPro #fusionfinancialadvisor #portfoliorisk #moneymatters #femmefinance
Celebrate Women's Small Business Month with us as we spotlight Fusion's lead financial advisor, Keri Pugh. Keri was recently interviewed by Blue Vault. Discover why the Fusion team chooses to partner with Blue Vault and why you should consider them for your financial planning needs: https://lnkd.in/g33p5kFP
Founder and Financial Advisor helping thriving families, women, and small businesses plan a future worth working toward.
Fusion Financial Group is proud to continuously incorporate ways in which we can give back to our local communities! Chris Marshall, AIF® showcases that commitment through his volunteer position on the Development Committee at Building for Kids Children's Museum. Thanks for the positive and impactful representation, Chris! #volunteering #fusionfinancialgroup #GivingBack
Check out this month's second team spotlight featuring Chris Marshall and his partnership with the Building for Kids Children’s Museum. As a Development Committee Member, Chris has been making a meaningful impact by promoting hands-on play in arts and sciences for children. Let's show our support for Chris and his dedication to this great cause!
Founder and Financial Advisor helping thriving families, women, and small businesses plan a future worth working toward.
My shoulder and bicep pain and limited mobility have kept me from hitting the links for years. Now, while I was never skilled enough to make the PGA TOUR, I enjoyed what #golf brought to my life: time outdoors with an early evening tee time being a fave, giggles with friends or my husband over shanked shots, and the peacefulness of a quiet course. Four months post-surgery and endless PT appointments have seen me to my #goal of getting back to the sport. Witness, my first swing! ⛳️ #backinthesaddle #golfing #reachinggoals #gettingbacktome #getoutside #goalachieved
Founder and Financial Advisor helping thriving families, women, and small businesses plan a future worth working toward.
As a member of the planning task force for the 2025 Blue Vault #AltsSummit, I am thrilled to have worked with other #financialadvisors to build an agenda that includes content on alternative #investments and also speakers from Ryan Detrick, CMT to Erin Botsford, CFP® to Michael Kitces! I am especially excited to have helped create a panel geared towards #alts and the #female investor, a first for the Summit. See below on how to register with early bird pricing and look forward to seeing you there! #conferenceplanner #alternativeinvestments #paneldiscussion #InvestmentAdvisor #taskforce #alts #paneling #investing
#wealthadvisors, it's time to Unlock Your Growth Potential. We can help you with strategies to elevate your wealth advisory practice. 🔓💼 #financialplanning #growthstrategies. Registration is now open for the Blue Vault Alts Summit March 10-12 at the Omni PGA Frisco Resort. Power your business growth. Register here today. $100 off to first 50 advisors. https://lnkd.in/dyDggcr. Hear from Michael Kitces, Erin Botsford, CFP®, Jackie Wilke, Ryan Detrick, CMT, and more. #ria #rias
Founder and Financial Advisor helping thriving families, women, and small businesses plan a future worth working toward.
Reaching your #financialgoals starts with a vision. Your vision! Everyone's feelings and values around #money are entirely individual and personal. Start with envisioning a financial future that motivates and excites you; I suggest writing your ideas down to solidify your commitment. Then, take regular steps to work towards those goals. You'd be surprised how impactful small actions can make a big difference, over time. Need help? Fusion Financial Group can support you with a customized #financialplan, in alignment with your goals, as well as accountability throughout your journey! #goals #FinancialPlanning #CFP #fusionfinancialgroup #FinancialFuture #financialplanner #CFPPro #fusionfinancialadvisor #femmefinance
Founder and Financial Advisor helping thriving families, women, and small businesses plan a future worth working toward.
Happy first day of Fall, my favorite season! 🍁 I love the changing leaves, cozying up by a fire with a book, and the crispness in the air. What about you? #fallvibes #changeofseasons #FallFavorites
Happy first day of Fall! What are some of your favorite fall traditions?
