First Light Financial, LLC的封面图片
First Light Financial, LLC

First Light Financial, LLC

金融服务

Berryville，VA 257 位关注者

Our vision is to give people access to high quality financial planning and client service.

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关于我们

Our mission is to build up and educate our clients through the financial planning process. We want to take the mystery out of their financial lives and give them a guiding light to follow. Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Great Valley Advisor Group, a Registered Investment Advisor. First Light Financial and Great Valley Advisor Group are separate entities from LPL Financial. The information contained in this message is being transmitted to and is intended for the use of only the individual(s) to whom it is addressed. If the reader of this message is not the intended recipient, you are hereby advised that any dissemination, distribution, or copying of this message is strictly prohibited. If you have received this message in error, please immediately delete.

所属行业
金融服务
规模
2-10 人
总部
Berryville，VA
类型
个体经营
创立
2023
领域
Financial Planning、Retirement Planning和College Planning

地点

First Light Financial, LLC员工

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动态

  • It is always such a joy to come alongside our clients to support their goals. One of our clients had a wonderful report to share after working with us: “After finding First Light Financial through Ramsey Solutions, we had a great introduction call with Mike and felt very comfortable working with him. We've had nothing but professional experiences with both Mike and Kris. They are very down to earth, knowledgeable and honest; so much so that we've recommended them to all our family and friends.” Thank you, Stiefel, for allowing us to work with you! ?? Learn more about us and how we can help you with your finances at https://lnkd.in/e-Tk4MeV

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  • Our Mission? To build up and educate our clients through the financial planning process. We strive to provide actionable plans and take the mystery out of their financial lives. Our Value Proposition? We believe what sets us apart is our desire to walk alongside each client uniquely, to give them transparency and honesty as we guide them on their journey to financial stability and success. If you’ve been looking for a financial planner who is committed to building deep and impactful relationships while focusing on the best interests of their clients, we’d encourage you to check out our website to learn more about us and our services! https://lnkd.in/gBfaTUU3

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  • #SuccessStory We loved helping a military couple prepare for retirement! Here's what they shared: “The team at First Light has been extremely accommodating and supportive in helping my husband and I plan for military retirement. We were able to meet our goals and navigate Survivor Benefit Plan questions effectively so that we are ready for [our] next chapter.” Are you ready for YOUR next chapter? As Ramsey Trusted advisors, we're here to help you navigate the ins and outs of your finances. https://lnkd.in/evaPnXyA

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  • It’s been a little while since we’ve shared about Kristen Money, Co-Partner and Financial Planner at First Light Financial. Kris has been working in the Financial Services industry since 2004, working with Property/Casualty, Life/Health, 401k plans, 403b plans, Variable Annuities and Variable Life. Kris brings a wealth of knowledge, unwavering strength, and fierce loyalty wherever she goes, and we’re honored to work alongside her! Learn more about our wonderful financial planners here: https://lnkd.in/g6Hex3c5

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  • Have you reviewed your retirement plan recently? If not, it might be time to start. We offer more than four decades of experience combined with expertise across a variety of financial disciplines, including retirement and estate planning. If you’d like a second opinion on your retirement plan, we are pleased to offer you a free consultation! Learn more at https://lnkd.in/e-Tk4MeV

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  • This is YOUR year! Don't let debt ruin it. Here are a few tips from Mike as a Ramsey SmartVestor Pro! ?? ?? List your debts: Even if you hate to face your debts, financial awarness and honesty is key. ?? Prioritize by interest rate: Focus on high-interest debts (like credit cards). ?? Use the Snowball Method: Pay off your smallest debt first, then roll payments into the next one. ?? Pause large, depreciating expenditures ?? Pick up a side hustle to accelerate debt repayment If you've made your way out of debt before, we'd love to hear what worked for you in the comments below!

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  • Take control of your finances this New Year! January is #FinancialWellnessMonth, and we believe that this is the best time to get ahead on your saving and spending goals. Why? Because you're motivated to take action and set a realistic plan; plus, the holiday spending spree is in the rear-view mirror. This time of reflection is a great opportunity to turn over a new leaf in our financial habits. Whether that means cutting back on luxury expenses, setting a dedicated amount to invest, or tackling old debt, there is no better time than now to get started! Start your 2025 off strong by chatting with our team about your #FinancialGoals: https://lnkd.in/gBfaTUU3

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  • In 2024, it was an incredible honor to work with clients across the Berryville and NOVA regions to help them make the best possible financial choices. We helped clients pay off debt, open doors, manage their money better, and work towards improving their lives by securing financial stability. We're proud of our clients for their hard work, and we can't wait to see what they achieve this year! https://lnkd.in/gBfaTUU3

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