✨🎉 Happy New Year 🎉✨ From all of us at Hawthorne Wealth Management, we wish you a year filled with joy, good health, and prosperity. Stay tuned for exciting updates, financial tips, and valuable insights throughout the year. Together, let's make 2024 a year of financial abundance and fulfilment. 💪🚀 #HNY #LifePlanning #FinancialWellbeing
Peter Hawthorne DipPFS, NDip Marketing & Sales’ Post
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✨🎉 Happy New Year 🎉✨ From all of us at Hawthorne Wealth Management, we wish you a year filled with joy, good health, and prosperity. Stay tuned for exciting updates, financial tips, and valuable insights throughout the year. Together, let's make 2024 a year of financial abundance and fulfilment. 💪🚀 #HNY #LifePlanning #FinancialWellbeing
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🌟 Embrace Calm, Trust in Yardley Wealth Management! 🌿 In the midst of life's whirlwind, here's my personal mantra for financial serenity: 🧘🏾♀️ Stay Calm: Life can be chaotic, but with Yardley Wealth Management by my side, I stay calm. Their expertise is my anchor, guiding me through the ups and downs with unwavering confidence. 💼 Trust in YWM: Trust is the heartbeat of my financial journey. With Yardley Wealth Management, I've found a partner committed to securing my financial well-being, turning trust into tangible results. 🚀 Confidence in Navigation: Navigating the financial landscape can be daunting, but with Yardley Wealth Management as my compass, I move forward with confidence. They illuminate the path, ensuring every step is purposeful. 🌟 Peace of Mind, Financial Wellness: Hand in hand with Yardley Wealth Management, I achieve the tranquility of financial wellness. Worries fade away, replaced by the security of a well-planned future. Ready to embark on a serene financial journey? Trust Yardley Wealth Management – where calm meets financial expertise! 💚💹 #YardleyWealthManagement #FinancialSerenity #TrustInFinance #FinancialWellnessJourney
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Did you know that we work with St. James’s Place to provide our wealth management services? Just like us, the St. James’s Place team believe in a personalised and reliable service. Find out more: https://heyor.ca/kdHvrT #AAGWealthManagement #StJamesPlace #WealthManagement
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Find your success at Leeward Financial Group. Whatever success looks like for you, our advisors will help you get there. With guidance from our experienced financial advisors, you will be able to enjoy your summers on the yacht you’ve been wanting or laying by the pool of your new vacation home. Success isn’t just about the destination, it’s about the journey, the growth, and the impact along the way. Let Leeward Financial Group be your trusted partner during your financial journey. #LeewardFinancialGroup #FinancialServices #PersonalWealth #ElevateYourBusiness #LighthousePoint #SuccessfulClients #SuccessJourney #FinancialJourney
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I can kind of understand why only 12% of financial advisers in the UK are under 35... Like many people, I used to think financial planning was something you got into later in life, after you’d 'figured things out.' But financial stability (or instability) affects everyone, and making plans earlier in life can only ever be beneficial for you. What happens when this generation of older advisers is looking to retire soon? Who will step up to guide the next generation? That’s why working at Hoxton Wealth inspires me. We have such a diverse group of advisers—and not diverse in age, but all kinds of backgrounds and experiences. They’re proving that financial planning careers aren't just for one type of individual—it’s for anyone passionate about making a difference to people's lives. Subscribe to our Hoxton Life podcast to hear the stories and perspectives of my incredible colleagues, and how they're reshaping the future of financial advice: https://shorturl.at/MhBN2
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Celebrating a milestone — or looking toward one in the future? From starting a new job to selling a company to welcoming a grandchild, significant life events require thoughtful financial planning. Watch wealth management advisor David Schlitt’s message from beautiful Hawaii as he celebrates one of his own milestones, and learn how #MeritWealthAdvisors can help you navigate important moments in life with greater confidence. #LifeMilestones #FinancialPlanning #WealthManagement
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Great video on the “Great Wealth Transfer”, have you thought about how you wish to best pass on your wealth whether now while alive or when you pass? Reach out if you need to chat.
Join with Jen is back with a brand new video discussing the buzz around the 'Great Wealth Transfer.' CEO Jenny Brown dives into what this phenomenon means for you, from evaluating your own preparedness to assessing the readiness of your beneficiaries. Don't miss out on this insightful conversation that will shape your approach to wealth management and legacy planning. Take a moment to empower yourself! #JoinWithJen #GreatWealthTransfer #LegacyPlanning #FinancialAdvice #WealthManagement #estateplanning
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Waldorf Mom. Financial Literacy and Brighter Life Advocate. Sales Manager & Agency Leader at Sun Life Financial. Million Dollar Round Table (MDRT) Power Leader. Field Management Excellence Triple A Awardee.
🌳 𝑻𝒉𝒆 𝒔𝒉𝒂𝒅𝒆 𝒘𝒆 𝒆𝒏𝒋𝒐𝒚 𝒕𝒐𝒅𝒂𝒚 𝒘𝒂𝒔 𝒎𝒂𝒅𝒆 𝒑𝒐𝒔𝒔𝒊𝒃𝒍𝒆 𝒃𝒚 𝒔𝒐𝒎𝒆𝒐𝒏𝒆’𝒔 𝒇𝒐𝒓𝒆𝒔𝒊𝒈𝒉𝒕 𝒂𝒏𝒅 𝒅𝒆𝒅𝒊𝒄𝒂𝒕𝒊𝒐𝒏. 🌳 In our lives, we are not just living for the present, but we’re also planting seeds for the future—whether for our family, loved ones, or the generations that follow us. 🌱 As financial advisors, we’ve seen how intentional financial planning can create a lasting impact, not just for today, but for years to come. Building a legacy isn’t about leaving behind money alone; it’s about ensuring that your loved ones are protected, comfortable, and secure, even when you’re not around. Each decision you make today—no matter how small—adds up to the bigger picture of providing stability, safety, and hope for tomorrow. So, what shade do you want to create for your family’s future? 💭 #legacybuilding #financialplanning #livebrighter
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Our DSB Rock Island Wealth Management team rocks, pun intended! I'm lucky to work alongside our deep bench of advisors and office staff. Want to learn more about how we can guide you as you pursue financial success? Drop me a DM! #financialplanning #retirementplanning
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Each legacy plan is unique, just as each family is distinct. Through research with Northwestern Mutual, we discovered that the stories shared by our participants differed significantly. However, they all had a fundamental sense of immense happiness and appreciation for the possibilities. The challenging part is taking the first step. Anchor Financial Partners can assist you in planning purposeful legacy conversations with your loved ones and then help you navigate through the intricacies. #GenerationalWealthWednesdays.
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