Peters Township Chamber of Commerce dba PT Chamber’s Post

Oprah Winfrey suggests that investing in a house is a wise financial decision because unlike stocks or mutual funds, a home provides both financial security and a stable living environment for you and your loved ones. 🏘️ #propertyinvestment #financialwisdom #familyprotection #OprahWinfrey #TrustArtRealty

Did you know that 90% of American small businesses are family-owned, but only 30% successfully transition to the second generation? On this week’s episode of THE FINANCIAL COMMUTE, I sit down with Wealth Advisor Joe Seetoo, CFA®, CFP®, CEPA® to talk about building generational wealth in family businesses and the nuances of succession planning, like family dynamics, non-family employees, and how working with financial experts and advisors can help. 👀 Watch now: https://lnkd.in/g77K7XUG

So honored to be heading to the Season 2 premiere tonight of Opportunity Knock$ on PBS, supporting the one-woman world changing force of nature that is my dear Jamie Strayer. Have you watched season 1 yet? I can't recommend it highly enough (but make sure you have some tissues nearby, trust me.) So proud of you Jamie! Financial literacy for all! #financialliteracy #financialeducation

As summer fades into the horizon, we're reminded that every season brings new opportunities to navigate your financial journey. At Fairvoy Private Wealth , supporting your goals resonates deeply with our vision and purpose: to build a wealth management firm entirely focused on you. Learn more about Our Approach: https://lnkd.in/ef5SUeTZ

Are you feeling squeezed? This article from Forbes addresses many of the challenges facing community financial institutions. What it doesn’t share is how to move from defense to offense! Building out a stronger retail investment and trust services program can provide recurring fee income and offer the services the next generation expects. If you are just checking the box of having a financial advisor to meet with your customers, and that advisor is focused on selling high-commission products rather than value-added fee-based portfolio management and financial planning, you are missing a huge opportunity! And you are risking your reputation and risking losing assets in the great wealth transfer. The millennials and Gen Y who will inherit will not be satisfied with a high-commission annuity! Start going on the defense now! #ExpectMore #CommunityBanking #CULeaders #MidwesternSecurities https://lnkd.in/gxZSqG78

Appreciate Josh Welsh for letting my voice be heard! 👊💥 Traditional financial planning? Not my style. As the founder and CEO of Black Mammoth , I've always believed there's more to this game than just numbers. We’re not just another Iowa-based firm; we're redefining what it means to manage wealth by diving deep into our clients’ psychology, emotions, and mindsets. When I launched Black Mammoth, I envisioned a modern family office under the RIA space, offering the same elite services but tailored for everyday people. Our secret sauce? Focusing on the emotional side first and letting the numbers follow. It’s this unique approach that’s landed me the InvestmentNews Awards 2024 Excellence Award nominee spot. 🎉🏆 The pandemic shifted so much, including how we connect with clients. Now, more than ever, understanding the psychology behind financial decisions is crucial. It’s not just about moving money; it’s about truly getting what financial planning is all about and making sure our clients feel heard and understood. I’m pumped to see where this journey takes us and honored to be recognized alongside some fantastic folks in this industry. It’s not a competition; it’s a family. We lift each other up and serve as many people as we can. Here’s to more growth, more understanding, and a brighter financial future for everyone. 💪 #FinancialPlanning #WealthManagement #BlackMammoth #InvestmentNewsAwards #FamilyOffice #ClientFirst #FinancialPsychology #HolisticWealthManagement https://lnkd.in/e-UZbZrQ

Philip Fessler, AIRE Advisors Senior Partner and Head of Sports and Entertainment Group, sat down with Bold Journey for an interview all about his journey in the financial services industry, how he found his purpose, and what inspires him most. Read the full interview here: https://lnkd.in/gss3VwHs #BoldJourney #FindingPurpose #AireAdvisors #WealthAdvisory #FinancialPlanning #RetirementPlanning #FinancialEmpowerment #EstatePlanning #HolisticFinance 

🎉 Big News! 🎉 We’re excited to announce that Beau Bryant has been promoted to Senior Wealth Advisor! His dedication and hard work have been invaluable, and this promotion reflects his continued commitment to helping clients achieve their financial goals. 👏 #SeniorWealthAdvisor #WealthManagement #FinancialPlanning

Say hi to Lewis! 🐾 He excels at snuggles, and has a knack for treat-taking, but let's be honest, his financial advice is more 'barkonomics' than Wall Street wisdom. 🐶💼 #cornerstonecommercial #cashflow #investments #realestate #northwest #propertyinvestment #passiveincome Don't worry, he's the best in the business when it comes to spreading joy and tail-wagging happiness! #LewisTheGolden

My Mid summer challenge: Pick one! In baseball, we're about to step into the dog days of summer. In our financial lives, it seems for many, it's always the dog days. Financial planning can seem to be challenging at times, as well as time consuming. It's not. If we take it one step at a time. Here's the summer challenge for my lawfirm and business owners. I want you to pick one. Pick one of the six L's in the image that you want to talk about. One of those six questions has to be burning in your mind. Or something that you've been thinking about, but done nothing about. Or maybe it's something you never asked yourself, and you realize you should. No matter what, I there has to be something on this list that concerns you. Which one of these six is something you know you want answers to? I'm the Wealth Guardian. 😎 Minimizing your burden to Uncle Sam while you accumulate, distribute and transfer your wealth, so you can live abundantly and with dignity. *** Ready to have your discovery meeting? *** Click book an appointment above and let's get on the calendar. Remember, it's okay to leave a gratuity for your server. You don't have to leave one for Uncle Sam. Can I have 30 minutes of your time? --------------------------------------------------------------------------------- Most advisors start with a product to sell. We start with a person to serve. 💞 I'm a personal CFO of successful attorneys and business owners. Your gonna love the way we work. We just know it. #franklyspeaking #financialplanning #protection #wealthbuilding #lawfirmavengers #wealthguardian #ALP #MPG #attorneys #lawfirmsuccess