From all of us here at Revo Financial, Happy Thanksgiving! We are so grateful to be working with some of the best clients in the world! Take time to look around and give glory to God for the many blessings He has given!
Revo Financial, LLC
金融服务
Bartlesville,Oklahoma 88 位关注者
Helping people find confidence and peace of mind in their financial future!
关于我们
At Revo Financial, we provide the highest quality, trusted advice to our clients and partner with them to reach their financial goals. We believe in a “client first” approach. We use our expertise and our passion for helping people and put the priority on what is right for the client. The result is confidence, peace of mind and a lasting relationship built on trust and integrity.
- 网站
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https://revofinancial.com
Revo Financial, LLC的外部链接
- 所属行业
- 金融服务
- 规模
- 2-10 人
- 总部
- Bartlesville,Oklahoma
- 类型
- 合营企业
- 创立
- 2014
- 领域
- Financial Planning、401k Services、Risk Management、Behavioral Portfolio Design和Values Based Investments
地点
Revo Financial, LLC员工
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Bob Marlowe
President/Financial Advisor at Revo Financial LLC
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Lucas Nettles, CFP?, CKA?
CERTIFIED FINANCIAL PLANNER?, Certified Kingdom Advisor?, Personal Financial Planner at Revo Financial, LLC
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Selina VanCleave
Business Operations Specialist at Revo Financial, LLC
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Lydia Admire
Income & Risk Management Specialist at Revo Financial, LLC
动态
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This time of year, it's easy to take time with family for granted. And that makes it a perfect time to start thinking about how?you'll protect your family in case something unexpected happens. As tough as it can be to think about worst-case scenarios, tackling those questions now can save your loved ones from heartache (not to mention money stress) in the future. Our estate planning checklist can help you take that first step.
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One blood sucker of an expense that just doesn't need to happen? Bank and credit card fees! That could include high interest payments, late fees, overdraft fees, ATM fees, account fees, and all the other expenses that could drain your bag. You can take steps to utilize your banks and credit card companies in a more beneficial way by making the banks pay you through high interest accounts, avoiding unnecessary fees and ensuring you keep up with payments to avoid unnecessary debt. High interest credit card companies are betting that you'll rack up those interest dues and miss payments so give em the good ol' stake in the heart!
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We're all guilty of it, it's been a long day, you're tired from work, there's plenty of food in the pantry but the idea of cooking makes your blood drain. In comes Uber Eats or DoorDash but the markup on those is astronomical so if you use them often, it can be a real drain on your wallet. Here's a few other money suckers to avoid. Not to say that you can't indulge in these every once in a while, but if you can avoid these most of the time, it can mean more money in your pocket to put toward more important things.
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Something anyone will tell you about their family is that things are always changing. Marriages. Births. Transitions, such as your children growing up and starting their own lives. And some of those changes are more somber and require some reflection. No matter what’s happening in your family, these changes affect your estate planning. Not only do you need to do it for your family, you need to keep it updated for them, as well.
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Don't Let Impulse Purchases Haunt Your Budget! ????? As tempting as those spooky sales and Halloween decor may be, impulse buys can creep up and drain your wallet before you know it! Those little (or giant) impulse buys can rack up really fast. So, instead of buying on a whim, take a moment to plan ahead and stick to your budget. If it's something you still need after a time to cool off about it, you can add it into your budget! ??? Pro Tip: Make a list and avoid shopping when you're feeling stressed or hungry (those are the real trick-or-treaters! ????) Keep your budget from getting ghosted! ?? #BudgetWisely #ImpulseBuyMonsters #HalloweenSavings