Our team at Clearfork Wealth Management would like to show our appreciation for those on the front lines of this crisis. Stay safe. Stay healthy. Stay strong!
Clearfork Wealth Management
September 29 at 1:01 PM ·
You’ve worked hard for your money. Is it working hard for you?
We invite you to join Justin Nnabuife, APMA®, BFA™, Associate Financial Advisor at Clearfork Wealth Management on Wednesday, October 14th at 12:00pm CDT to learn valuable skills to invest for the life you’ve earned - today and tomorrow.
Register here:
http://www.yourconferencecenter.com/r.aspx?p=1&a=UEIWGyNXVVfpVb
Planning for your financial future is just like cooking a great paella!
You must have the right ingredients, the right equipment, a good recipe to follow, and the patience to carefully monitor your progress.
But what if the stove is too hot or too cold?
What if you need to add more salt or chicken stock? What if the plans change and require adjustments?
This is why we follow a process to continually review our clients' financial plans; adjusting as needed just like we would to make the perfect paella.
We're here to help you design a plan to help you accomplish your goals – and if making paella is one of those goals, all the better!
Money pit or valued asset?
When making improvements, keep the buyer in mind.
#homeremodel #financialplanning
Where on this spectrum do you find yourself?
This Memorial Day, we remember and honor all the brave men and women who gave their lives in service to this country.
Clearfork Wealth Management
7 hrs ·
It's not just business...it's personal!
Top 5 Traits to Look for in a Financial Advisor - Day 5 with Shawn Smith
Achievement: The most noteworthy financial advisors are those that constantly evolve to create lasting impacts on the lives of their clients. These advisors do not just help you to make great money decisions, but they inspire you to become empowered in striving for your goals.
Top 5 Traits to Look for in a Financial Advisor - Day 4 with Sanger Smith
Excellence: The families we serve deserve the very best, most distinguished advice-giving professionals at their service. We do this at Clearfork by committing to exceeding common standards through a model of continual education!
Top 5 Traits to Look for in a Financial Advisor - Day 3
Relationships: We are extremely grateful for the thriving relationships we have fostered with our clients through the years. Can you say the same about your advisor? A great financial planner will cheerfully and proactively provide you with ethical and informed money management advice and insights.
Top 5 Traits to Look for in a Financial Advisor - Day 2 with Jason Fisk
Integrity: When it comes to creating and maintaining a successful financial planning relationship, trust is essential. You should feel confident relying on your Planner's honesty, professionalism, and abilities to help you achieve your goals.
“Resist the urge to pull the brakes!”
Whether you are on the verge of retirement, or selling your business to start a new journey, it can be tempting to slam on the brakes and clam up for fear of getting hurt.
If you do that - in the words of Sanger’s paragliding instructor Jorge - “you’re gonna have a bad time.”
I’ll host our next call Thursday, Feb. 11th at 6pm with Kurt Reiman of BlackRock. Kurt is a frequent contributor to CNBC, Bloomberg, etc. looking forward to the conversation. Details below.
Clearfork Wealth Management
January 28 at 10:10 AM ·
It has been an eventful start to 2021.
SAVE THE DATE!
Thursday, February 11th at 6:00pm CST, we will have an informative U.S. Wealth Market Outlook discussion with Linc Campbell and Kurt Reiman, Senior Strategist for North America of BlackRock, Inc.
REGISTER HERE: http://www.yourconferencecenter.com/r.aspx?p=1&a=UEnIpzkMsaCxwf
For more information: Morgan.McKittrick@ampf.com
It has been an eventful start to 2021.
SAVE THE DATE!
Thursday, February 11th at 6:00pm CST, I will have an informative U.S. Wealth Market Outlook discussion with Kurt Reiman, Senior Strategist for North America of BlackRock, Inc.
REGISTER HERE: http://www.yourconferencecenter.com/r.aspx?p=1&a=UEnIpzkMsaCxwf
For more information: Morgan.McKittrick@ampf.com
Hearing the origin story of Apollo Support & Rescue for Abandoned Dogs was a joy. Glad we could support and look forward to supporting all the organizations that participated in #ClearforkCares 2020.
Clearfork Wealth Management is at Apollo Support & Rescue for Abandoned Dogs.
January 26 at 8:10 PM · Justin, TX ·
Today, Linc Campbell had the privilege of hand delivering our #ClearforkCares donation to Danielle and Jennifer at Apollo Support & Rescue!
Thank you to Apollo Support and Rescue and to everyone who participated in this year’s #ClearforkCares contest.
Finally, a special thank you to our Anonymous Donor who turned our $5,000 gift into $10,000!
Wow, Trey Elsesser! Glad you were prepared!
WWW.CLEARFORKWEALTHMANAGEMENT.COM
A Scene from Jaws
Clearfork Wealth Management
January 25 at 9:34 AM ·
Shark fishing sounds like fun...until your guide decides to take a swim with his chum bucket! Trey Elsesser shares his story and what it taught him about life and wealth.
As you strive for the best in 2021, keep an eye on the future with financial advice tailored to you and your family.
Clearfork Wealth Management
January 14 at 2:00 PM ·
If you have taxable investments, it's possible your portfolio could benefit from a different approach.
Let's talk about the benefits and limitations of tax-advantaged investing!
