Sagient

Is there an order to estate planning? ?? From Power of Attorney to Trusts, see why tackling your estate planning in a strategic order can protect your assets and intentions. Don't wait for uncertainty; plan today! Sagient - Paul Karlitz, CLU?, ChFC?, BFA?, CLTC, LUTCF Andrew V. Marin #peaceofmind #Retirement #FinancialWisdom #FinancialHealth #FinanceSkills #FinancialAdvice #FinanceTalk #FinancialAdvisor #FinancialWellness #Happy #FamilyFinance #TheGreatWealthTransfer #FinancialPlanning #Finance #GenerationalWealth #FinancialPlanning #Estates #Trusts #Wills #SuccessionPlanning #EstatePlanning #SAGIENT

We're proud to announce the accomplishments of two hardworking members of the Sagient team! ?? Liane K. Chong has earned her CLU (Chartered Life Underwriter) and ChSNC (Chartered Special Needs Consultant) designations! This is a huge milestone that showcases her dedication and expertise in providing clients with specialized knowledge and exceptional service. Jamie Wemhoff, FSCP?, RICP? has successfully passed her Series 7 Exam! This achievement demonstrates her strong knowledge of the securities industry and her readiness to help clients navigate investment strategies. We are fortunate to have such talented and driven professionals on our team. Your dedication to growth and excellence is what sets us apart, and we can’t wait to see where these accomplishments take you both! #EmployeeSpotlight #ProfessionalGrowth #TeamSuccess #CLU #ChSNC #Series7 #Sagient

If you’re in your 20s or 30s, retirement likely isn’t top of mind. But making regular investments in a 401(k) or Roth IRA can yield big results later. Talk to me to learn more.

Avoiding tough FINANCIAL talks with your parents can lead to bigger issues later. Show you care by framing THE BIG FINANCIAL CONVERSATION as a gift of security, not a takeover. ?? Sagient - Paul Karlitz, CLU?, ChFC?, BFA?, CLTC, LUTCF Carefull - Todd Rovak #LoveNotFear #ElderCare #FraudPrevention #FinancialSecurity #Boomers #Retirement #FinancialWisdom #FinancialHealth #FinanceSkills #FinancialAdvice #FinanceTalk #FinancialAdvisor #FinancialWellness #Happy #ElderFraud #FamilyFinance #SecureFuture #TheGreatWealthTransfer #FinancialPlanning #Finance #GenerationalWealth #FinancialPlanning #CAREFULL #SAGIENT

From market shifts to life changes, be confident in your financial decisions with Sagient. Staying on the right path means being prepared for the unexpected. Find confidence with Sagient on your financial journey. #financialjourney #markets #porfolio #down #UP #investing #behavioralfinance #finance #financialplanning #SAGIENT

Diversification is a key component to long-term investing growth and should be unique to your goals. Let’s talk about how we can help mitigate risk in your portfolio with customized strategies and solutions designed just for you.

We are thrilled to announce that our very own Ariel Bowie, BFA? has recently earned her Behavioral Financial Advice certification from think2perform!?? As a lifelong learner and passionate professional, Ariel continues to demonstrate her commitment to personal growth. We are so proud of her achievement and can’t wait to see the amazing impact she’ll have on her clients' lives, using her expertise in behavioral finance to guide them toward a better financial well-being. Congratulations, Ariel!?? #BehavioralFinance #FinancialAdvice #LifelongLearner #think2perform #FinancialWellbeing #ClientImpact #ProfessionalGrowth #FinancialAdvisor #Sagient

?? Don't fall for scams! Remember, never click on suspicious links or respond to urgent requests for personal info. Always use the official phone number to contact your bank & verify! #CyberSafety #StaySecure #FraudPrevention #FinancialSecurity #Boomers #Retirement #FinancialWisdom #FinancialHealth #FinanceSkills #FinancialAdvice #FinanceTalk #FinancialAdvisor #FinancialWellness #Happy #ElderFraud #FamilyFinance #SecureFuture #TheGreatWealthTransfer #FinancialPlanning #Finance #GenerationalWealth #FinancialPlanning #CAREFULL #SAGIENT

Becoming a financial caregiver for your parents doesn't have to be daunting. Learn how to approach the conversation for a smoother transition. ???????? #FinancialWellbeing #FamilySupport #FraudPrevention #FinancialSecurity #Boomers #Retirement #FinancialWisdom #FinancialHealth #FinanceSkills #FinancialAdvice #FinanceTalk #FinancialAdvisor #FinancialWellness #Happy #ElderFraud #FamilyFinance #SecureFuture #TheGreatWealthTransfer #FinancialPlanning #Finance #GenerationalWealth #FinancialPlanning #CAREFULL #SAGIENT

For many Hispanic and Latino families, the American dream is passing on wealth to loved ones. Let’s talk about your financial dreams and how to achieve them.