At Aerial Wealth Advisors, our goal is to offer financial insights. Led by Jim and Megan Sandbothe, our team’s diverse experiences, from military precision to strategic financial planning, serve to help guide you in building a financial plan for your future. Our mission is to offer a personalized approach to financial planning, aiming to give you a clearer understanding of your financial landscape, and work together towards achieving your objectives. Ready To Elevate Your Financial Future? Visit https://lnkd.in/gUsrussv to learn more. -- Securities and advisory services offered through &PARTNERS?, a registered broker-dealer and investment advisor, member FINRA/SIPC. Third-party posts found on this profile do not reflect the views of the Firm, its Associated Persons or Affiliates, and have not been reviewed by the Firm as to accuracy or completeness. This material and the opinions voiced are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine what is appropriate for you, please contact me directly or consult another qualified professional. The testimonials/recommendations used may not be representative of the experiences of other clients and are not indicative of future performance or success. Third party posts are monitored for inappropriate language. Posts using such language will be removed.?The comments posted here may be made by current clients, past clients, or non-clients. We have not paid for these comments. This post is for general informational purposes only and does not constitute a recommendation or solicitation to buy or sell any security or make any other type of investment or investment decision. Any views presented in this post are solely those of the author and do not necessarily represent those of &Partners.
Aerial Wealth Advisors
金融服务
Farmington,New Mexico 133 位关注者
Guiding Your Financial Journey to New Heights
关于我们
At Aerial Wealth Advisors, our goal is to offer financial insights. Led by Jim and Megan Sandbothe, our team’s diverse experiences, from military precision to strategic financial planning, serve to help guide you in building a financial plan for your future. To learn more about Aerial Wealth Advisors, visit our website at www.aerialwealthadvisors.com -- Securities and advisory services offered through &PARTNERS?, a registered broker-dealer and investment advisor, member FINRA/SIPC. CA Insurance License #0H02232 Third-party posts found on this profile do not reflect the views of the Firm, its Associated Persons or Affiliates, and have not been reviewed by the Firm as to accuracy or completeness. This material and the opinions voiced are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine what is appropriate for you, please contact me directly or consult another qualified professional. The testimonials/recommendations used may not be representative of the experiences of other clients and are not indicative of future performance or success. Third party posts are monitored for inappropriate language. Posts using such language will be removed. The comments posted here may be made by current clients, past clients, or non-clients. We have not paid for these comments.
- 网站
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www.aerialwealthadvisors.com
Aerial Wealth Advisors的外部链接
- 所属行业
- 金融服务
- 规模
- 2-10 人
- 总部
- Farmington,New Mexico
- 类型
- 合营企业
- 创立
- 2024
地点
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主要
6582 E Main St
US,New Mexico,Farmington,87402
Aerial Wealth Advisors员工
动态
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March Madness is always exciting time, but it is even more special when you’re cheering for your alma mater. The Zags have been a staple in the tournament for over 20 years thanks to the dedication of Mark Few and his coaching staff. Mark is a perfect example of a person who never gives up. Through the leadership of Coach Few, Gonzaga has been to 26 straight NCAA tournaments which include 14 Sweet Sixteens, 6 Elite Eights, 2 Final Fours and 2 National Championship games. I look forward to the day when it is his turn to cut down the nets because I will be there cheering them on! Who is your team? I would love to hear what makes March Madness special to you.
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Even those with significant wealth encounter choices about borrowing. The key isn’t whether to take on debt—it’s understanding the role it plays in your overall financial strategy. Good debt can be a strategic tool, helping to grow your wealth through appreciating assets, education, or business opportunities. On the other hand, bad debt can diminish your financial power, often tied to high-interest rates and non-essential purchases. The takeaway? It’s about aligning debt with your broader wealth plan. A financial advisor can help you evaluate when leveraging debt makes sense and when it’s time to steer clear.
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We understand the past few weeks of market volatility may have been a bit unsettling and we expect it to continue for the near term.?With this in mind, we would like to share the?&Partners Market Commentary which provides our Investment Teams thoughts and some details around how the tariff could impact the US markets.
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Tax planning isn’t just about meeting deadlines—it’s about strategy. From working towards optimizing deductions to aligning contributions with your financial goals, effective tax planning strategies can help see that every dollar has a purpose. Are you making the most of your opportunities this tax season?
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When it comes to building wealth, time can be your greatest ally. Investor A contributed less than Investor B but started sooner, allowing compound interest to do the heavy lifting. It’s not about how much you invest—it’s about how early and how consistently you start. Whether you’re just starting your career or rethinking your financial priorities, the power of compounding is a reminder: the earlier you take action, the greater the potential impact. What small steps can you take today to set your future self up for success? source: https://lnkd.in/ejjf6Eug
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Today, we celebrate the strength, resilience, and achievements of women everywhere. ?? International Women’s Day is a reminder to empower and uplift one another, break barriers, and continue creating opportunities for future generations. Here's to the incredible contributions women make to our families, workplaces, and communities—today and every day.
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