Jacky L Petit-Homme, CFP®

Are your clients looking to learn more about the importance of #LifeInsurance for their #FinancialFuture and get help to find the right coverage for their needs? Hear about it from our Chairman, CEO & President, Paul Quaranto, in his kitchen table conversation with American Council of Life Insurers - ACLI's President & CEO, Susan K. Neely. #WholeLifeInsurance #PermanentLifeInsurance #LifeInsuranceNearMe #LifeInsurance101 #ProtectingEveryFuture #CertaintyForEveryFuture

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Fraud detection and prevention have never been more important. At UBS, we help you protect yourself and your money. Cyber safety starts with you. Learn more here. The Rochester Group at UBS

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Tax planning for wealth preservation. CAP STRAT's Neil Davies CPWA and Carrie Walters Shapiro, CFP dive into the importance and power of proactive tax planning, providing valuable insights into the actions you can take to manage potential tax liabilities and preserve your wealth. https://bit.ly/3UHb8mX CAP STRAT is not a tax advisor and does not provide tax, legal or accounting advice. This material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal and accounting advisors before engaging in any transaction. CAP STRAT assumes no liability for any information or recommendation contained in this presentation.

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Serving successful professionals, executives, and business owners across New England and beyond. Our clients trust us with their financial decisions, allowing them to focus on what truly matters: their families, communities, and passions. Reach out for a consultation👇 📩 [email protected] 📞 (781) 690-1500‬ #FinancialPlanning #RetirementGoals #RetirementPlanning #FinancialGoals #FinancialAdvisor #PrivateWealth #FinancialFreedom

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Serving successful professionals, executives, and business owners across New England and beyond. Our clients trust us with their financial decisions, allowing them to focus on what truly matters: their families, communities, and passions. Reach out for a consultation! 📩[email protected] 📞 (781) 690-1500‬ #FinancialPlanning #RetirementGoals #RetirementPlanning #FinancialGoals #FinancialAdvisor #PrivateWealth #FinancialFreedom

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❓ Does your shareholder vote matter? 🌎 Andrew Behar, CEO of As You Sow, discussed this topic with our CEO and host Elysabeth Alfano in a recent episode of the Upside & Impact: Investing for Change podcast. This episode, a highlight clip, and an article are now on NYSE’s ETF Central website. Links to the website and to the podcast are in the comments. 🎙 Want to always get the latest Upside & Impact podcast? Subscribe on iTunes and sign up for the VegTech Invest newsletter at www.VegTechInvest.com. #shareholderengagement #impactinvesting #finance

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Charlie Rocco, JD/MBA, CFP®, CIMA® and Managing Partner at MONECO Advisors in Fairfield, Connecticut, was recently quoted in the Financial Planning publication on the topic of financial wellness and the confirmation that parents would rather speak with their family members about politics than speak with them about money! It is no secret that money often triggers discomfort in conversations because it touches on one's insecurities and fears. Rocco confirms, "By fostering open discussions about finances with our children, we can pave the way for greater financial literacy." At MONECO, we develop personalized financial plans that help our clients tackle the common challenges of discussing money with their children (including their adult children) to clarify the language of wealth and its significance, thereby fostering a better understanding and healthier conversations. Access the article here: https://lnkd.in/egKWmyu7 #financialliteracy #financialplanning #financialwellness Image by www.freepik.com

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How has the Family Office space evolved for clients and for the firms that work with them? Wilmington Trust’s Family Office practice leader, Don DiCarlo, shared some thoughts with Professional Wealth Management (PWM) as part of a comprehensive look at this growing, changing, and important part of the wealth management industry. Take a look at the story below! #familyoffice #wealthmanagement

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🎙️ Podcast ALERT: Why You Shouldn’t “Worry” About Retirement Planning 🎙️ Do you find yourself comparing your financial situation to that of family and friends, worried about whether you'll be ready for retirement? SFA’s Director of Financial Planning, Camden Miracle, joins the Building Wealth Podcast once again to discuss the fearmongering about retirement preparedness in the media. Camden shares why comparing your situation to non-customized, general estimates in the news can increase unnecessary worry, 😟 and he talks about how to really know when you are ready to live the retirement of your dreams! 😀 Join us on the Building Wealth Podcast! 🎧 https://loom.ly/ccY74FE ++++ For regular market insights, tips, and important retirement planning information, follow us right here and join our email list at: https://loom.ly/T5bkz28 ++++ Spectrum Financial Alliance utilizes a concentrated and predictive investment style that attempts to put our clients' money in front of events that our firm's analysis shows are highly probable. You owe it to yourself to discover the difference that a forward-looking and results-oriented investment management firm like SFA can make in your portfolio. If you are not yet a client of SFA and have assets totaling $500k or more, our firm will provide you, at no cost, a customized and detailed investment and financial plan – that can help you with leaving a legacy, receiving a legacy of any size! 𝐃𝐨𝐧’𝐭 𝐰𝐚𝐢𝐭 𝐚𝐧𝐲 𝐥𝐨𝐧𝐠𝐞𝐫 𝐭𝐨 𝐩𝐮𝐭 𝐚 𝐭𝐫𝐮𝐞 𝐟𝐢𝐝𝐮𝐜𝐢𝐚𝐫𝐲 𝐭𝐡𝐚𝐭 𝐡𝐚𝐬 𝐲𝐨𝐮𝐫 𝐛𝐞𝐬𝐭 𝐢𝐧𝐭𝐞𝐫𝐞𝐬𝐭 𝐢𝐧 𝐦𝐢𝐧𝐝 - 𝟏𝟎𝟎% 𝐨𝐟 𝐭𝐡𝐞 𝐭𝐢𝐦𝐞, 𝐭𝐨 𝐰𝐨𝐫𝐤 𝐟𝐨𝐫 𝐲𝐨𝐮! Choose how we can best work for you: • Call or text our office at 859-223-6333 • Click here https://loom.ly/5Gkhkuo to schedule a convenient time for us to call you • Click here https://loom.ly/NJKs_QQ for our brief connect form • Click here https://loom.ly/TLCmtq4 to browse our website to learn more • Click here https://loom.ly/agQfNgw to see our firm’s actual client investment performance! -See the full list of disclosures at bit.ly/3ImVwjZ

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