Mainsail Financial Group

Happy anniversary to our wonderful employees, Jenn Haskins, Michelle Morrison, Mackenna McClone, and Felicia Fly! ?? Here is to many more!

Believe it or not, taxes are typically one of, if not the largest expense we pay throughout our lifetime! ?? ? While taxes are always constant, with proper planning and an understanding of how investments are taxed, you can prepare for a successful retirement. In our recent article, discover the 3 ways investments are taxed, and how to diversify your taxation: https://lnkd.in/gFVJB-7J #finance #taxplanning #taxation #taxdiversification

?? Mainsail is #Hiring! ?? Are you an enthusiastic and growth-oriented Portfolio Manager or Paraplanner looking to take your career to the next level? We have grown over 10X in the past 5 years and as a result, we are seeking someone who is excited about the opportunity to join an established firm with a bright future to manage portfolios, analyze data, and provide personalized advice and strategies to our team. If you are ready to make a meaningful impact and empower clients to reach their financial goals, we look forward to hearing from you! What We Offer: ?? Rewards for reaching and exceeding goals ?? Collaborative work environment ?? Opportunities for professional growth & development Join us to make an impact and be a guiding force for change in our industry! ?? Apply Now below! ?? https://lnkd.in/grzeqMc3 #paraplanner #portfoliomanager #opentowork

?? Welcome to Mainsail, Emanuel Roa! ?? We are so excited to have you join the team. Manny is our newest associate advisor, who is enthusiastic and eager to make an impact on our growing firm! We are thrilled he has joined our team. #growth #team #financialadvisor

?? Mainsail is #growing! ?? We are seeking a highly motivated Portfolio Manager/Paraplanner who is excited to grow with our firm and help us build out this department. Please share this post if you know anyone who may be interested! ???? https://lnkd.in/g_et6bVs #hiring #growth #team

?? Mainsail's Market Outlook for 2025 ?? As we step into 2025, the stock market presents a landscape of opportunity balanced with a touch of caution. While we believe the overall outlook is positive, investors should be prepared for periods of volatility as markets adjust to ongoing economic shifts. Below, discover areas to prepare in 2025 and beyond in our latest article! https://lnkd.in/gXmZNKKT #StockMarket #FinancialPlan #Finances

? Looking Back at 2024! ? As we step into a new year, we're taking a moment to reflect on the incredible milestones we achieved in 2024! From our first major acquisition to growing our team and deepening our client relationships, this year was filled with hard work, growth, and success. ?? We couldn’t have done it without our amazing clients and dedicated team! Cheers to what 2025 has in store. ?? #YearInReview #Teamwork #Milestones #Growth

Are finances part of your New Year's resolutions? ?? Here are 7 things to keep in mind as we look ahead to 2025! https://lnkd.in/gKwkmMUQ

? Happy Holidays from all of us here at Mainsail! ? As the holiday season fills the air with joy and gratitude, we want to take a moment to say thank you to all of our wonderful clients and community. Your support, loyalty, and shared moments make everything we do truly special. ?? From our team to you, we wish you a holiday season filled with warmth, laughter, and cherished memories. Here’s to a bright and prosperous New Year ahead! ???

Curious about Roth conversions? ?? Check out our resource we put together recently touching on when to consider Roth conversions, as well as pitfalls to watch out for. https://lnkd.in/ga4ugY4J