Happy third anniversary of independence to Ausperity Private Wealth founders Rory O'Hara, CFP®, CRPC®", Shane Fox, CPFA, CRPC®, Geoff Degener, CPFA and Jennifer Fisher, ChFC® and their dedicated team of specialists! From designing inventive, personalized financial plans for individuals and families to actively supporting their community, these next-gen professionals exemplify the idea of doing well and doing good! We’re proud to count you among the Sanctuary family! #SanctuaryDifference #PartneredIndependence #PowerOfPartnership #FinancialServices #FinancialAdvisors #WealthManagement
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HBKS Principal and Senior Financial Advisor Stephen Schramm, CFP, CPA/PFS, explains that every high net-worth family is different and why it is critical for his team of financial professionals to understand the needs, goals, and personalities of each individual in the family to best serve the family’s interests. #HighNetWorth #WealthManagement #financialadvisor
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Being proactive
Life doesn’t always go as planned. HBKS Senior Financial Advisor Brittany Taylor, CFP® discusses how she helps families minimize stress and protect their wealth in times of difficulty. #FinancialAdvisor #FinancialPlanning
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Congratulations to Christo Schultz, MBA, CFP®, voted first runner-up for Best Financial Advisor and Best Investment Representative by our community. Your dedication and expertise shine through, and this recognition is well-deserved. A big thank you to all who voted, showing support for our local advisors, and to Effingham Daily News for the honor. We look forward to serving you now and in the future. #OneMidland #community #wealthmanagement #financialservices #financialplanning #investmentmanagement #lifevisionplanning@
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Five ways your money can help to build a better future for you, your loved ones, society and the planet. 1. Leaving a financial legacy 2. Supporting your loved ones now 3. Creating a world worth living in 4. Making a difference to others 5. Being a Greenwood/SJP client Get in touch with us today to find out more about the positive impact your money and investments can make. Contact us to find out more: https://lnkd.in/erXfwmwy Greenwood Financial Advice Limited is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority). Greenwood Financial Advice is a trading name of Greenwood Financial Advice Limited. The St. James's Place Partnership and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives. SJP Approved 30/11/2023 #FinancialWellbeing #TakeControl #WealthManagement #FinancialEmpowerment
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Regulated Financial Planner with a passion for identifying and delivering great financial outcomes for my clients.
Helping clients obtain clarity and re-assurance about their financial futures and providing clear advice to alleviate their worries and concerns is the most rewarding part of my role. #invaluableadvice #takecontrol #makeaplan
Stories of invaluable advice. Discover how expert financial advice from St. James’s Place has impacted the lives of real people and their loved ones. From dealing with a devastating diagnosis to securing their children's future, our advisers provided the guidance and support needed to fulfil their goals, gain confidence, and navigate life's uncertainties: Discover more about the invaluable advice our clients received and how it shaped their lives: https://ow.ly/JJcC50SztzU St. James’s Place Wealth Management plc is authorised and regulated by the Financial Conduct Authority. The 'St. James’s Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James’s Place representatives. SJP Approved 05/07/2024 #InvaluableAdvice
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Discover more about the invaluable advice our clients received and how it shaped their lives: https://ow.ly/JJcC50SztzU
Stories of invaluable advice. Discover how expert financial advice from St. James’s Place has impacted the lives of real people and their loved ones. From dealing with a devastating diagnosis to securing their children's future, our advisers provided the guidance and support needed to fulfil their goals, gain confidence, and navigate life's uncertainties: Discover more about the invaluable advice our clients received and how it shaped their lives: https://ow.ly/JJcC50SztzU St. James’s Place Wealth Management plc is authorised and regulated by the Financial Conduct Authority. The 'St. James’s Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James’s Place representatives. SJP Approved 05/07/2024 #InvaluableAdvice
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In his second and final installment of this series, Winn Collier shares how financial advisors can enter into the difficult moments of their clients' lives to offer hope—and how they can find it themselves when their work becomes heavy: https://hubs.la/Q02qyPnF0
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Guiding Pre-Retirees and Retirees to Preserve, Grow, and Distribute Wealth Tax-Efficiently | CERTIFIED FINANCIAL PLANNER™
Thank you Wealthtender for considering me in this article. Having an Emergency Fund is important - even if you're well off! #wealthmanagement #investmentplanning
A new article with 💬 from Zack Swad, CFP®, CWS®, Christine M Luken, Kevin Estes, Mike Hunsberger, ChFC®, CFP®, CCFC, MQFP, and Jane Mepham, CFP® published on the San Francisco Examiner. #wealthtenderquotes https://lnkd.in/ghDrYQkG
Financial Pros Say Everyone Needs an Emergency Fund, Even the Wealthy
sfexaminer.com
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Five ways your money can help to build a better future for you, your loved ones, society and the planet. 1. Leaving a financial legacy 2. Supporting your loved ones now 3. Creating a world worth living in 4. Making a difference to others 5. Being a Greenwood/SJP client Get in touch with us today to find out more about the positive impact your money and investments can make. Contact us to find out more: https://lnkd.in/eQGCyjX2 Greenwood Financial Advice Limited is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority). Greenwood Financial Advice is a trading name of Greenwood Financial Advice Limited. The St. James's Place Partnership and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives. SJP Approved 30/11/2023 #FinancialWellbeing #TakeControl #WealthManagement #FinancialEmpowerment
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Chief Corporate Affairs Officer and Group Executive Committee member at St. James's Place plc. Also qualified Senior Executive coach and mentor.
The power of the invaluable advice. Earlier this year we launched our national brand campaign showcasing the importance of taking advice from the people you trust. But how has advice really impacted people, day to day? We’ve had the privilege of talking to some of our clients to understand their journeys with financial planning, and the transformative power of invaluable advice. I’m delighted to share some of these stories today. #SJP #InvaluableAdvice
Stories of invaluable advice. Discover how expert financial advice from St. James’s Place has impacted the lives of real people and their loved ones. From dealing with a devastating diagnosis to securing their children's future, our advisers provided the guidance and support needed to fulfil their goals, gain confidence, and navigate life's uncertainties: Discover more about the invaluable advice our clients received and how it shaped their lives: https://ow.ly/JJcC50SztzU St. James’s Place Wealth Management plc is authorised and regulated by the Financial Conduct Authority. The 'St. James’s Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James’s Place representatives. SJP Approved 05/07/2024 #InvaluableAdvice
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