Founder & CEO at 49 Financial | Unlocking the potential of the next generation of financial advisors.
Proud of all the hard work from each and every person here at 49 Financial this year! Excited to see all we do together in the back half of the year.
April 1st ! what you celebrate???? okay! As we know 1st April properly known for fool's day among youngest to oldest group of people. April fools day is a fun and lighthearted occasion for pranks and jokes. But wait wait: On the other hand many peoples knows one more thing about 1st April, that 1st April the commercial year refers to the fiscal year or financial year of a business entity. It is a 12 month period used by business and organisation to report their financial performance, pay taxes and make strategy decisions. While April fool's day is a fundamental , the commercial year is a serious and essential concepts in the business world for financial planning, reporting and compliance purposes. 1 - 4 - 24 BEST WISHES May you be able to break new records of success this year 🎊
Holistic financial planning supports your goals and helps you to be prepared for the unexpected events that come up along the way. Learn how our experienced financial professionals think about the future you plan for and surprises you can’t foresee. Let’s connect now for more personal support.
Financial Professional | Wealth Management, Retirement Planning, Insurance Planning | Guide clients toward their financial goals | Confidence through Education and Implementation |Lic. OK & CA #4392065 |
Holistic financial planning supports your goals and helps you to be prepared for the unexpected events that come up along the way. Learn how our experienced financial professionals think about the future you plan for and surprises you can’t foresee. Let’s connect now for more personal support.
Holistic financial planning supports your goals and helps you to be prepared for the unexpected events that come up along the way. Learn how our experienced financial professionals think about the future you plan for and surprises you can’t foresee. Let’s connect now for more personal support.
Clear Retirement Guidance, in Plain English | Assisting Individuals at Early-Stage, Mid-Term, or On the Cusp of Retirement | Life Insurance & Retirement Planning | Tax-Favored Strategies | Reducing Financial Stress
Should you add an annuity to your Retirment Plan? This is a question that I don't feel I gets asked enough when I meet with potential clients. I heard someone say one time, "While Annuities Are Not Bad, There Are Some Bad Annuities." I think the biggest question that you need to ask yourself is how confident are you that your money will last as long as you do. The best way to figure this out is to sit down with a trusted advisor and just have a conversation. If you don't have an advisor, I'm always ready to talk. Just give me a call at 912-385-1000 or simply click this link, https://lnkd.in/dWGTZ227 to schedule a meeting.
Continuous Improvement Lead at Reynolds Consumer Products
5moWow! Impressive growth on 49 Financial! The results of your hard work, and being able to recognize and hire talented people. Very proud and happy for you and the lucky ones collaborating with you!