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关于我们
At EverThrive Financial Group?, we are dedicated to offering creative solutions, objectivity, personalized advice and proactive service to our clients. From investment management to full-service financial planning, we have a knack for helping individuals and couples live the life they’ve always envisioned. In a world where employers face unprecedented scrutiny and challenges, we help instill confidence by providing retirement fiduciary oversight, investment due diligence, employee education and advice, RFP and benchmarking guidance, plan design, health and welfare solutions, and more. Securities and advisory services offered through Commonwealth Financial Network?, Member www.finra.org www.sipc.org, a Registered Investment Adviser. The Financial Advisors associated with this website may discuss and/or transact business only with residents of states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Please check BrokerCheck for a list of current registrations. Information presented on this site is for informational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any product or security. www.commonwealth.com/termsofuse.html
- 网站
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https://www.everthrivefinancial.com
EverThrive Financial Group?的外部链接
- 所属行业
- 金融服务
- 规模
- 2-10 人
- 总部
- Birmingham,Alabama
- 类型
- 私人持股
- 创立
- 2007
- 领域
- Defined Contribution Consulting、Wealth Management、Investment Due Diligence和RFPs and Benchmarkings
地点
EverThrive Financial Group?员工
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Valerie Leonard
CEO, Financial Advisor at EverThrive Financial Group?
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Summer Broadhead, CPA, CFP?
CERTIFIED FINANCIAL PLANNER?
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Tate Chatham
Passionate in investments and serving others Finance student with a Minor in Economics at Mississippi State University College of Business and…
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Scotty Morris
Financial Advisor at Everthrive Financial
动态
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If you’re late to the retirement savings game, don’t stress. There are smart ways to catch up, from maximizing contributions to cutting hidden costs. Discover eight steps to jump-start your nest egg, no matter where you are in your savings journey: https://bit.ly/4bJzpAV #retirementplanning
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Impulse buying can seriously add up, making it one of the biggest culprits behind overspending. The good news? Cutting back on impulse purchases is one of the easiest ways to save money every month! Here are a few simple ways to take control of your spending: ? Make a shopping list (and stick to it!) ? Wait 24 hours before making non-essential purchases ? Unsubscribe from marketing emails to avoid temptation ? Set a budget for discretionary spending Small changes can equal savings over time!
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Spousal benefits could boost your Social Security check more than you think! Claiming at the right time and knowing the key rules can make a big difference in your retirement income. Discover the details so you don’t leave money on the table: https://yhoo.it/3XUG6KA #socialsecuritytips #retirementplanning
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The first five years of retirement can make or break your financial future—are you prepared? Early losses can put your savings at serious risk, but smart diversification can help cushion the blow. Find out how to boost your chances of long-term success: https://bit.ly/41Dj2Bj #retirementsavings
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Our Monthly Market Update is LIVE! This month, we’re diving into the Triple T’s—Trump, Tariffs, and Taxes—and what they mean for you as an investor. But that’s not all… Make sure you watch all the way to the end because we’ve got a bonus tip you won’t want to miss! It ties directly into our Top 5 Things Investors Need to Know to help you navigate the months ahead. https://lnkd.in/eJepEk5C
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Did you think your third-party administrator handles all of your plan docs? ?? Think again! Plan Sponsors and Plan Administrators are responsible for record retention. Find out what documents you need to keep and for how long to protect your company. https://bit.ly/43Xr8XU #employeebenefits
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Individually each subscription charge may seem minor. But over time, these charges can add up, draining hundreds or even thousands of dollars from your account. That $50 a month? That’s $600 yearly—enough for a weekend getaway or a solid contribution to your emergency fund. Check out our latest blog post for tips on how to reclaim control over your subscriptions: https://buff.ly/S4MEoH4
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