Saltmarsh Financial Advisors, LLC

Feeling generous? Secure your financial well-being first then give back in a way that makes a lasting impact. Having a formal giving plan helps you achieve charitable goals without jeopardizing your financial future and minimizes tax implications while ensuring funds for your lifetime. Director Michael Hall, CFP? of Saltmarsh Financial Advisors, LLC, highlights the importance of creating a formal giving plan. While giving back is rewarding, it’s crucial to have a coordinated strategy. Without one, you risk missing tax benefits or facing estate complications. Read Michael Hall's full article: https://hubs.li/Q02ZbN8M0 #FinancialPlanning #CharitableGiving #TaxBenefits #EstatePlanning #FinancialStability #SaltmarshFinancialAdvisors

It was a packed house Thursday night for our 'Philanthropic Giving: Aligning Your Money & Values' event in Pensacola! The evening was filled with meaningful conversations, inspiring attendees to explore how philanthropic giving can align with personal values and long-term financial goals. Through a drawing of 33 local nonprofits nominated by our attendees, Equity Project Alliance was chosen to receive a charitable gift from our firm – congratulations Dr. Lusharon Wiley and team! We want to extend a special thank you to our incredible panelists Andrea Krieger (Executive Director of Institutional Development at Pensacola State College), Kimberly Sullivan (Estate Planning Attorney at Coastal Probate, Trust & Elder Law), Beth Skarda, CPA (Tax Shareholder at Saltmarsh, Cleaveland & Gund), and our own Managing Director Christina Doss, AAMS? and Associate Financial Advisor Sarah Horne, CFP? ?

As the November election approaches, it's normal for investors to become anxious about how the outcome may impact their investments. It's also normal to think the political winds sway the market, but history tells a different story. In this article, Senior Financial Advisor, Chris Stennett, CFP? explores election year market trends from 1928 to 2023, to illustrate why sticking to your investment strategy is the best approach, regardless of election results. Read more: https://hubs.ly/Q02T4GTs0

?? Last chance to register! Join us in Pensacola on Thursday, October 24 for an opportunity to connect with community partners and nonprofits during "Philanthropic Giving: Aligning your Money and Values"! Following refreshments and hors d'oeuvres, our featured panel will provide valuable insights about charitable gifting with perspectives from a financial planner, tax advisor, estate planning attorney, and nonprofit consultant. ?? When: Thursday, October 24 @ 5:30 PM ?? Where: 5eleven Palafox ?? RSVP: https://hubs.li/Q02RWZc10 #nonprofit #philanthropy #charitablegifting #financialplanning #estateplanning

Don't miss out! Join us in Pensacola on Thursday, October 24 for an opportunity to connect with community partners and nonprofits during "Philanthropic Giving: Aligning your Money and Values"! Following refreshments and hors d'oeuvres, our featured panel will provide valuable insights about charitable gifting with perspectives from a financial planner, tax advisor, estate planning attorney, and nonprofit consultant. ?? When: Thursday, October 24 @ 5:30 PM ?? Where: 5eleven Palafox ?? RSVP: https://hubs.li/Q02RWZbZ0 #nonprofit #philanthropy #charitablegifting #financialplanning #estateplanning

Developing a tax-savvy gifting strategy with the help of seasoned professionals can ensure thoughtful integration of your philanthropic giving goals with your long term personal financial needs. Join us in Pensacola on Thursday, October 24 for an opportunity to connect with community partners and nonprofits during Philanthropic Giving: Aligning Your Money & Values. Learn more & RSVP: https://hubs.li/Q02SmvRq0 #nonprofit #philanthropy #charitablegifting #financialplanning #estateplanning

Saltmarsh’s Tampa and Orlando offices will be closed Tuesday, October 8 – Thursday, October 10 due to Hurricane Milton. These offices will reopen on Friday, October 11. Our team is working remotely as they are able to. If you need assistance, please reach out to your client contact or call (800) 477-7458. Stay safe #SaltmarshFamily

Join us in welcoming Michael Hall, CFP? to the Saltmarsh Financial Advisors team! With over 20 years of experience in financial services, Michael is stepping into his new role as Director with a deep expertise in wealth management, investing, portfolio analysis, and estate planning. “Michael brings a wealth of industry knowledge and experience to the team. His strong values and client-centered approach are a perfect fit for the Saltmarsh investment philosophy,” shares Christina Doss, AAMS?, Managing Director of Saltmarsh Financial Advisors. Read more: https://hubs.li/Q02SmKsz0 #SaltmarshFamily #financialadvisor #CFP #wealthmanagement

Don't forget to register! Join us in Pensacola on Thursday, October 24 for an opportunity to connect with community partners and nonprofits during "Philanthropic Giving: Aligning your Money and Values"! Following refreshments and hors d'oeuvres, our featured panel will provide valuable insights about charitable gifting with perspectives from a financial planner, tax advisor, estate planning attorney, and nonprofit consultant. ?? When: Thursday, October 24 @ 5:30 PM ?? Where: 5eleven Palafox ?? RSVP: https://hubs.li/Q02RWZbY0 #nonprofit #philanthropy #charitablegifting #financialplanning #estateplanning

Join us in Pensacola on Thursday, October 24 for an opportunity to connect with community partners and nonprofits during "Philanthropic Giving: Aligning your Money and Values"! Following refreshments and hors d'oeuvres, our featured panel will provide valuable insights about charitable gifting with perspectives from a financial planner, tax advisor, estate planning attorney, and nonprofit consultant. ?? When: Thursday, October 24 @ 5:30 PM ?? Where: 5eleven Palafox ?? RSVP: https://hubs.li/Q02R03yp0 #nonprofit #philanthropy #charitablegifting #financialplanning #estateplanning