Level Four Group

We are excited to announce that we will have a booth at the 2024 Balloon Fiesta, on October 13th in Albuquerque! If you will be in the area or attending please stop by, grab some food, and meet some of our team, as you enjoy this incredible event

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!

?? Ready to Unlock the Full Potential of Your Business Exit? ?? Join us for an exclusive Exit Planning workshop designed for business owners looking to exit their businesses on their own terms. Don’t miss this opportunity to gain valuable insights from industry experts Luke Britt, CLU? RICP? CEPA? of Level Four Business Solutions, Adam Marshall of Lorium PLLC (Lorium Law), and Suzanne Durbin, ChFC, CExP of Level Four Business Solutions at the Carr, Riggs & Ingram Atlanta office. Register Here: https://lnkd.in/gb_hms8h ?? Date: Tuesday, June 25th 7:30-9:00 AM ?? Location: Carr, Riggs & Ingram, 4004 Summit Blvd., Suite 800, Atlanta, GA 30319 #ExitPlanning #BusinessStrategy #WealthManagement #BusinessOwners #LevelFourBusinessSolutions

Do you know about the sunset of the favorable estate, gift, and income tax laws? Join us for an exclusive Estate Planning workshop for families concerned about the law changes and are looking to discuss solutions for these challenges. Don’t miss this opportunity to gain valuable insights from industry experts Scott Pohar, Carr, Riggs & Ingram Partner, Luke Britt, CLU? RICP? CEPA? of Level Four Business Solutions & Level Four Advanced Planning. We look forward to seeing you at the Carr, Riggs & Ingram Atlanta office. Register Now: https://lnkd.in/gYDJHHM7 ?? Date: Tuesday, June 25th, 3:30-5:30 PM ?? Location: Carr, Riggs & Ingram, 4004 Summit Blvd., Suite 800, Atlanta, GA 30319 #EstatePlanning #WealthManagement #Families #LevelFourBusinessSolutions

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

??? New Year, New Goals! ??? As we approach the end of the year, it's the perfect time to reflect on the past and set our sights on the future. What are your resolutions for the upcoming year? Whether it's personal or professional growth, health and wellness, or a new adventure, we'd love to hear about your goals and aspirations. Share your resolutions in the comments below and let's inspire each other to make 2024 an amazing year! ???? #NewYearResolutions #2024Goals #InspirationNeeded

Please join us in Welcoming Richard Wilcox! Richard is our newest Financial Planning Specialist in Atlanta! We're thrilled to have Richard on board! If you are in the Atlanta area and have financial service questions or needs please reach out to Richard: Phone: 7702556061 | Email: [email protected] #LevelFourFinancial #NewTeamMember #FinancialPlanning

2023 started off strong as Level Four Group acquired Mid-Atlantic Securities, a Raleigh-based firm with $1.6 billion in client assets! Mid-Atlantic's decision to choose Level Four is attributed to shared services, such as Raymond James as their clearing firm, and Level Four's expertise in planning, retirement, and insurance. With a mix of independent contractors and W-2 employees, Level Four has expanded its custodial relationships and added various services, positioning itself for significant expansion through recruitment and M&A deals. Read the full Financial Planning article here: https://lnkd.in/eqDq7WRm Check out Level Four Financial: https://lnkd.in/gyCfVtS8 #FinanceNews #LevelFourGroup #midatlanticsecurities #FinancialAdvisors