Financial professionals play a vital role in the lives of their clients. A person’s money is their security, autonomy, and legacy to leave to their loved ones. So, if you're considering engaging a financial professional for help, make sure to ask these four important questions during your meetings. https://lnkd.in/eifvSQcQ
Choice Wealth
金融服务
Fargo，North Dakota 140 位关注者
We want to provide the best people-first service to each of our clients.
关于我们
Our philosophy is simple. We want to provide the best people-first service to each of our clients, offer clear and candid advice, and develop long-term, personal relationships so we can effectively advise you on the financial matters you face throughout your life. Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer. Member SIPC www.sipc.org. Insurance products are offered through LPL or its licensed affiliates. Choice Bank and Choice Wealth are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Choice Wealth, and may also be employees of Choice Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Choice Bank or Choice Wealth. Securities and insurance offered through LPL or its affiliates are: Not Insured by FDIC or Any Other Government Agency |Not Bank Guaranteed |Not Bank Deposits or Obligations | May Lose Value Representatives of a Registered Broker-Dealer (“BD”) or Registered Investment Advisor (“IA”) may only conduct business in a state if the representatives and the BD or IA they represent (a) satisfy the qualification requirements of, and are approved to do business by, that state; or (b) are excluded or exempted from that state’s registration requirements. Third-party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AL, AK, AZ, AR, CA, CO, CT, FL, GA, IL, IA, ID, IN, KS, MI, MN, MO, MT, NC, ND, NE, NJ, NM, OH, OK, OR, PA, SD, TX, UT, VA, WA, WI, WY.
- 网站
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https://bankwithchoice.com/individuals/wealth/
Choice Wealth的外部链接
- 所属行业
- 金融服务
- 规模
- 51-200 人
- 总部
- Fargo，North Dakota
- 类型
- 私人持股
地点
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主要
获取路线
5302 51st Ave S
Unit C
US，North Dakota，Fargo，58104
Choice Wealth员工
动态
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Charitable giving is a popular strategy to reduce your tax bill, and positively impact your community. Here are 5 facts on giving for 2024: ?? Total estimated charitable giving in the U.S. reached $557.16 billion ?? Corporate giving is a small, but growing piece of the pie. ?? Approximately 91% of high net worth households give to charity ?? 65% of companies offer volunteer programs for their employees. ?? 30% of annual giving occurs in December. If you want to get started in giving, start the conversation with a qualified Choice Advisor!
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Everybody's journey to financial freedom is unique, but understanding where you're at can also be helpful! Giving yourself a framework for how to reach the "next level" can give you new financial goals to strive towards. Read more in our blog, here: https://lnkd.in/enSamHis
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Can you put a price of peace of mind? We think so. A recent study from Northwestern Mutual found that those who work with a financial advisor feel overall more confident in their financial futures and retirement than those who do not. If you're tired of feeling stressed about your finances, consider reaching out to the Choice Wealth Team, today!
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Charitable giving is a strategy investors of all net-worths' are looking at to help them manage their tax bills. Read our newest blog on the power of purposeful giving, and how you can leverage this strategy, too: https://lnkd.in/ekyqCh9f
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The team at Choice Wealth wishes you and your loved ones a happy #VeteransDay
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Relying on family is not a long-term care (LTC) strategy. Starting early, saving accordingly, and understanding your LTC needs is critical to ensuring that you can get the care you need into retirement. Want a personalized care plan? Reach out to the Choice Wealth team today to talk about your options for long-term care: https://lnkd.in/ez3GbkMC
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The top question our advisors are getting right now is: "What will happen to my investments after the election?" A totally valid question! If you've found yourself wondering the same thing, check out our blog on what investors need to know during an election year. Read it, here: https://lnkd.in/eRSznHVE
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Here are a couple of questions you can ask yourself to understand your readiness for 2025: 1. Did I achieve my financial goals this year, and am I ready to set new goals? 2. How did this question make me feel? Anxious? Excited? If you did not achieve your most important goals for this year, or had a negative reaction to the question, we recommend talking with a financial planner to help you get on-track and excited about your financial future!
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Happy #Halloween from Choice Wealth!
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