Level Four Financial

We are excited to announce that our New Pooled Employer Plan is now live! This is a great team-up for us with CRI TPA Services as the third-party administrator, Group Plan Systems, LLC serving as the provider, and EPIC Retirement Plan Services as the recordkeeper. This plan will allow Level Four to provide more services for businesses looking to review and update their current retirement and 401k plans. To learn more check out: LevelFourGroup.com/PEP #levelfourfinancial #financialservices #401k #retirementplanning #PooledEmployerPlan #critpaservices

We are pleased to announce that Erik Martin Blankmeyer, Sr., President of Regroup Wealth LLC, out of Prosper Texas, has joined Level Four Financials’ Independent Network of Advisors. Welcome to the team Erik Blankmeyer!

We are looking for both Dallas and remote candidates for this amazing opportunity!

Level Four is pleased to announce that William "Bill" Kumm, IV, along with his esteemed team at Financial Independence, will be joining us as an independent team effective April 1st, 2024. The Financial Independence team,... Read the Press Release: https://ow.ly/1BFx50RrbHV

As we bid farewell to 2023, let's embrace the promise of a new beginning. ?? May the coming year bring you joy, success, and countless opportunities. Thank you for being part of our journey. Here's to new adventures and fresh possibilities! Happy New Year! ???? #CheersTo2024 #NewYearNewBeginnings

?? Wishing you a season filled with warmth, joy, and the company of loved ones. May the magic of the holidays bring peace to your heart and inspiration for the coming year. Thank you for being a part of our journey. Happy holidays! ???? #SeasonsGreetings #WarmWishes"

Please join us in Welcoming Bob Kalaman! Bob is our newest Capital Management Specialist in Atlanta! We're thrilled to have Bob on board! If you are in the Atlanta area and have financial service questions or needs please reach out to Bob: Phone: 7702556096 | Email: [email protected] #LevelFourFinancial #NewTeamMember #CapitalManagement

?? Knowledge is Wealth!!! ?? We had the incredible opportunity last month to partner with Reading Partners North Texas & Churchill Tower to provide 567 books to increase literacy in underserved areas! A special shout-out to each and every one of you who contributed, whether it was through book donations, spreading the word, or lending a helping hand in organizing. Your generosity and enthusiasm have truly made a difference! Learn more about Reading Partners: https://lnkd.in/err2YfXn Learn more about Churchill Tower: https://lnkd.in/dKfkeNf Learn more about Level Four Financial by visiting: LevelFourGroup.com ???? #CommunityImpact #BookDriveSuccess #Teamworkpossibilities! Happy New Year! ???? #CheersTo2024 #NewYearNewBeginnings

Please join us in Welcoming Russell Franques! Russel is our newest Capital Management Specialist in Corpus Christi! We're thrilled to Russell on board! If you are in the Corpus Christi area and have financial service questions or needs please reach out to Russell: Phone: 361.880.5813 | Email: [email protected] #LevelFourFinancial #NewTeamMember #CapitalManagement

Please join us in Welcoming Ken Herring! Ken is our newest Business Unit Leader and Financial Planning Specialist in Corpus Christi! We're thrilled to have Ken on board! If you are in the Corpus Christi area and have financial service questions or needs please reach out to Ken: Phone: 361.880.5814 | Email: [email protected] #LevelFourFinancial #NewTeamMember #BusinessLeader #FinancialPlanning