September is Self Improvement Month! When did you last take time to plan your financial future?
It's finally fall! What's the first thing you do when the season rolls around? 🍂
We are living through unprecedented times; is your family prepared for what the future may hold? Getting on track with the right financial plan for your needs is the first step.
Kathie Kuhn Finney
September 11 at 9:59 AM ·
We will never forget the heroes of that day and their families. Prayers and thanks to all of them for their sacrifice.
9.11.01 ❤️🇺🇸
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COVID Financial Tip: Now is the time to start thinking about how your holiday travel plans may change with COVID in mind.
Sound off in the comments: would you choose going to a corn maze, making jack-o-lanterns, or something else? 👇
Certified Financial Planning professionals commit to the CFP Board's Code of Ethics and Standards of Conduct, which means they commit to work in their clients' best interests at all times when providing financial advice.
October is Financial Planning Month! If you've been thinking about Retirement Planning, Asset Management, College Planning, and more, give us a call. 📞
Slow and steady and consistency is best during a volatile market.
Find out what the milestones are for those 50 and up on our site: https://bit.ly/2MIcq06
Have questions? Contact us! https://bit.ly/3286OR5
Stop and see us on 10/31 from 10am-12pm for the Main Street Trick or Treat
Learn about a variety of financial topics when you watch our helpful videos: https://bit.ly/2ZIMOFk
This could take months, or even years, to accomplish.
Don't tackle financial planning on your own. Choose a trusted partner to help you invest in your future. https://bit.ly/3m7uNcH
Beginning at age 50, there are several key birthdays that can affect your tax situation, health-care eligibility, and retirement benefits. Check them out on our site: https://bit.ly/2MIcq06
See our site for short videos on a variety of financial topics and key financial concepts and current events: https://bit.ly/2ZIMOFk
Just about anyone can use the title “financial planner.” Only those who have fulfilled CFP Board's rigorous requirements can call themselves a CFP professional.
Every marriage can benefit from a certified financial planner. We can help you and your spouse avoid mistakes and save money in the long run. Plus, we serve as a neutral third-party during financial discussions. https://bit.ly/3m7uNcH
Chose an expert, not an app, to manage your finances. 📱
Happy Entrepreneur's Day! You've built your business from the ground up. Protect it with help from Capital Advisory Services.
It's International Fraud Awareness Week. Companies lose an estimated 5% of their revenue annually due to fraud. Be proactive, train employees in fraud prevention and regularly discuss anti-fraud policies.
Did you make a recent career change? Give us a call to discuss how it will affect your financial future. https://bit.ly/3m7uNcH
Market turbulence throughout 2020 may have caused your target asset allocation to shift toward a more aggressive or conservative profile than is appropriate for your circumstances. Now is a good time to see if your portfolio needs rebalancing. 📑 https://bit.ly/38W4SAQ
Reevaluate your savings goal to see if it still aligns with your situation. 💭 https://bit.ly/3bUiNJC
With almost a century of investment experience between us, we're able to provide a high level of service across a broad spectrum of financial services and investments. 💲 https://bit.ly/37uXcVR
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Financial Advisors In West Chester, OH | Financial Consultant Near Me | Capital Advisory Services, LLC
Retirement savings plans and IRAs not only help you accumulate savings for the future, but they can also help lower your income taxes now. Review your retirement savings strategy periodically considering your current tax situation. 👍 https://bit.ly/3bUiNJC
Is 2021 the year you retire? Share your plans for retirement with us in the comments. ☀️
It's a new year, and it's time to plan for your financial future. Contact us to get started today. ☎️
