Make every dollar count! Discover tips and strategies to maximize the impact of your charitable donations in our latest blog: Strategic Giving: Maximizing the Impact of Your Charitable Donations. Give smarter, create change. #StrategicGiving #CharityImpact #GiveBack
Partners in Financial Planning, LLC
金融服务
Salem，VA 495 位关注者
Partners in Financial Planning, LLC is a fee-only financial planning and investment management firm located in Salem, VA
关于我们
At Partners in Financial Planning, we provide tax-focused, comprehensive, fee-only financial planning and investment management services. Located in Salem, VA and Charleston, SC, we serve clients locally and across the country. Serviced by a team of professionals with over 100 years of combined financial services experience and knowledge, we work to exceed expectations and our clients are the focus of everything we do. We work collaboratively with you to design a financial plan that supports your goals and dreams while maintaining your financial security thru all phases of your life’s journey. We go beyond what makes a good financial advisor by forming a caring, authentic relationship built on trust. We want to be your trusted partner and work to earn it every day!
- 网站
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https://www.partnersinfinancialplanning.com
Partners in Financial Planning, LLC的外部链接
- 所属行业
- 金融服务
- 规模
- 11-50 人
- 总部
- Salem，VA
- 类型
- 私人持股
- 创立
- 2009
- 领域
- Financial Planning、Investment Management和Tax Preparation
地点
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主要
获取路线
421 S. College Ave
US，VA，Salem，24153
Partners in Financial Planning, LLC员工
动态
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Here are some simple tips to help you prioritize your mental well-being as you embrace this rewarding stage of life. ??Wellness isn’t just about health—it’s about wealth too! ?? Let’s make sure your golden years are truly golden! ?? #WellnessJourney #FinancialHealth
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??Download our newest eBook here: https://lnkd.in/eYMU5ejp Ready to make a bigger impact with your charitable donations? Our new eBook Strategic Giving: Maximizing the Impact of Your Charitable Donations is here to guide you! ???? Download it for FREE and learn how to make every dollar count. #FreeEbook #StrategicGiving #MakeAnImpact
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?? What you’ll learn: - Key differences and similarities between these retirement plans - Pros and cons for specific types of employees (non-profits, government workers, etc.) - Tips for choosing the right plan based on your financial goals ?? Read the full blog here: https://bit.ly/PIFPblogs ?? Whether you’re already enrolled or considering your options, this guide will help you make informed decisions for a stronger financial future. #RetirementPlanning #403b #457b #CashBalancePlan #FinancialPlanning #SmartRetirement #RetirementSavings #InvestInYourFuture #FinancialLiteracy
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What's your biggest Financial Goal? ?? Vote in the poll and let us know what’s on your financial horizon! Want to chat about strategies for reaching your goal? We're here to help. ?? #FinancialGoals #MoneyMatters #FinancialPlanning
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Don't let these financial myths trick you! Here are the top three misconceptions that could cost you. ?? #FinancialMyths #Financeonhalloween #financialtips
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?? Tip of the Day: Diversify Your Retirement Savings! ?? To ensure a secure retirement, consider diversifying your savings across different accounts and investment types. Mix traditional retirement accounts like 401(k)s and IRAs with other options like taxable investment accounts. This strategy can help balance risk and maximize growth potential. Regularly review your portfolio to make adjustments as needed. ?? How are you diversifying your retirement savings? Share your thoughts in the comments! #RetirementPlanning #FinancialTips
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?? Curious about maximizing your retirement savings? Check out our latest blog post on 403(b)s, 457(b)s, and cash balance plans! Your future self will thank you. ?? ?
A Deep Dive into 403(b)s, 457(b)s, and cash balance plans
Partners in Financial Planning, LLC，发布于领英
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Let’s suppose that an investment genie floated out of a bottle and offered to show you the headlines of the Wall Street Journal a day in advance, giving you a huge edge over the rest of the investing public. Would you accept?
The Crystal Ball Challenge
jamespearman.advisorstream.com