Toby C. Anderson, CFP®’s Post

With Super Bowl just a few weeks away it's important to remember, just like a football team, your financial plan needs to have a strong offense, defense, and special teams! Your offense is responsible for growing your wealth, your defense is responsible for protecting your wealth ✅ and your special teams are responsible for helping you achieve your financial goals 👍 A well-rounded financial plan will help you build a strong financial foundation for the future 📈 The team at NALN helps customers achieve those financial goals. #superbowl #financialgoals

Ever wonder what life would be like with your own personal CFO? That's a role we take on for you —with The Oasis Master's Program! This extensive program is designed to defend your financial position from erosion, misinformation, and you. There are 6 steps that we use to analyze the inner workings of your financial life: ➡️ Our Philosophy Meeting ➡️ A Deep Dive of Your Data ➡️ Your Defense Plan ➡️ Your Offense Plan ➡️ Game Time ➡️ The Alumni Circle Stay tuned this week as we dive into each of these 6 steps!

Investing is a game of offense & defense. Offense: - Knowing when to buy - Taking calculated risks Defense: - Diversifying - Studying your portfolio The best investors harmonize the two.

Are you ready for the Super Bowl? Whether you are rooting for the 49ers or the Chiefs, you can enjoy the game with peace of mind knowing that your practice is in good hands with EXPAND. Schedule a meeting today and score a touchdown for your future. 🏈 #financialadvisor #superbowl2024

The battlefield mentality thrives on strategic challenges. Conquer your financial goals with the same meticulous planning and unwavering determination. What's one battlefield tactic you can apply to your financial strategy? Is it meticulous planning, unwavering discipline, or the relentless pursuit of your goals? Share your war cry in the comments and inspire your fellow warriors! https://lnkd.in/egHiEEjt #FinancialDomination #StrategicVictory #ConquerYourGoals #AntonyDraper #UkMentor #UKbasedcoach

Navigating with speed and confidence requires an understanding of the bogeys around you. Even the perception of potential hazards can lead to a slower journey. The removal of catastrophic financial risks allows for greater wealth building. A good defense is the beginning of a great offense.

The battlefield mentality thrives on strategic challenges. Conquer your financial goals with the same meticulous planning and unwavering determination. What's one battlefield tactic you can apply to your financial strategy? Is it meticulous planning, unwavering discipline, or the relentless pursuit of your goals? Share your war cry in the comments and inspire your fellow warriors! https://lnkd.in/eDFTFAXC #FinancialDomination #StrategicVictory #ConquerYourGoals #AntonyDraper #UkMentor #UKbasedcoach

Risk = Reward Pushing your known boundaries can be scary, and make you feel more than a little out of your depth... but you'll learn things along the way. I had one of those 5 a.m. notions you wake up with sometimes: "Why... can't we do this?", and I chased it. It led to a 3.5-month side project in one of my busiest seasons; which if we're being honest, was a miscalculation. However, along the way, I met new contacts, gained new skills, and learned more about my industry. It also led to the creation of new football analytic measurement that has been seen by over half a million people. Yeah, I invented a new stat (2 actually). Not exactly what I set out to do, but it's where we ended up. Moral of this story? Try new stuff, step outside what you know, and risk looking like an idiot. It just might lead to some very unexpected (and productive) places. https://lnkd.in/dcmn9MzQ

🏈 Tough loss for our beloved Baltimore Ravens in the AFC Championship game this past weekend. Although we may not be headed to the Super Bowl this year, their journey exemplifies resilience, teamwork, and dedication. Just like in sports, setbacks can occur in our financial endeavors. As financial planners, Stephen Lee and I understand that setbacks are opportunities for growth. We're here to guide you through the challenges, strategize, and pivot when needed, so you can achieve your financial goals. Let's tackle your financial future together!

Trying to understand the CFPB's proposed rule implementing section 1033 of the Dodd-Frank Act? Orrick's got you covered. For some initial smart analysis, spend 20 minutes listening to my partners Jeremiah Buckley, Sasha Leonhardt, Sherry-Maria Safchuk, and Caroline Stapleton as they break down the proposed rule and its implications.