In our profession, we know that playing the long game is the standard. There's nothing more fulfilling than witnessing our clients reach significant milestones and being able to celebrate with them in person. Thank you for allowing us to be part of your journey! Best wishes on your next adventure!! #congratulations #cheers #soundpartners
关于我们
We are a family of values-led financial professionals who offer sound guidance and experience for our clients and communities by helping them protect, preserve, and grow their wealth for generations to come. Duly registered representatives offer securities through Equitable Advisors, LLC (NY, NY), member SIPC, a broker-dealer(Equitable Financial Advisors in MI & TN)/Equitable Advisors, LLC, an SEC-registered investment advisor. Duly licensed agents offer annuities and insurance through Equitable Network, LLC; Equitable Network Insurance Agency of California, LLC in CA; Equitable Network Insurance Agency of Utah, LLC in UT; Equitable Network of Puerto Rico, Inc. in PR. EOE M/F/D/V. Sound Partners is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network. Equitable Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC. Important Information & Disclosures: https://bit.ly/2f98X9d AGE163537-(02/22)(exp.02/26)
- 网站
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https://www.sound-partners.com
Sound Partners的外部链接
- 所属行业
- 金èžæœåŠ¡
- 规模
- 11-50 人
- 总部
- Greenville,NC
- 类型
- åˆè¥ä¼ä¸š
- 创立
- 2011
- 领域
- Financial Planningã€Asset Allocation Strategiesã€Wealth Accumulation and Retirement Planningã€Key Person Insurance Planningã€Estate Planning and Wealth Preservation Strategiesã€Risk Managementå’ŒEmployee Benefits, Pension Plans, and 401k implementation
地点
Sound Partners员工
动æ€
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This week take a moment to express our gratitude to the physicians who dedicate their lives to our health and well-being. Thank you to all the physicians who make a difference in our lives every day. Your dedication inspires us all! #NationalPhysiciansWeek #ThankYouPhysicians #HealthcareHeroes
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This week, we recognize the incredible dedication and compassion of our physicians who tirelessly work to keep us healthy and safe. Their unwavering commitment to patient care, research, and medical innovation is truly inspiring. Why We Appreciate Our Physicians: ?? Patient-Centered Care: Providing expert medical guidance and emotional support. ?? Innovative Solutions: Tackling complex medical challenges with creativity. ?? Community Advocacy: Leading public health efforts and awareness. Thank you to all the physicians for your hard work and dedication. You make a difference every day! #NationalPhysiciansWeek #HealthcareHeroes #ThankYouPhysicians
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As a parent, ensuring your family's security is paramount. Here are three crucial documents to consider: - Will: Clearly outlines your wishes for your children's care and asset distribution. - Power of Attorney: Designates someone to make decisions on your behalf if you're unable. - Disability Income Insurance: Provides financial stability in case of unexpected illness or injury. Empower your family by planning ahead. #SingleParentSecurity #PreparednessMatters
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Stress affects everyone, but women often face unique challenges. Let's support each other in managing stress and promoting a healthier lifestyle. ??? #WomenAndStress #MentalHealth #SelfCare
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Witness the Lunar Eclipse on March 13, 2025! Get ready for a celestial spectacle as the moon takes center stage in the night sky! On March 13, 2025, a stunning lunar eclipse will be visible in many parts of the world. What is a Lunar Eclipse? It's when the Earth comes between the sun and the moon, casting a shadow that creates a breathtaking view. Viewing Tips: ??Find a spot with a clear view of the sky, away from city lights. ??Bring binoculars or a telescope for an enhanced view. ??Dress warmly if you'll be outside for a while. Don't miss this chance to connect with the universe and experience the magic of the night sky! For more information, go to https://lnkd.in/dxsxWiTa photo credit: NASA’s Scientific Visualization Studio #LunarEclipse #CelestialEvent
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Women control $10 trillion in financial assets. That figure is expected to rise to $30 trillion by 2030. https://lnkd.in/eRzma9WJ
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Here is a quick guide to accessing 529 funds: ? Check Your Plan's Rules: Each 529 plan may have specific procedures for withdrawing funds. Make sure you understand these before proceeding. ? Determine Qualified Expenses: Tuition, fees, books, and room & board are typically qualified expenses. Check your plan for a complete list. ? Request a Withdrawal. ? Keep Records: Save all documentation related to your expenses and withdrawals. This is crucial for tax purposes. ? Consult a Tax Advisor: To avoid penalties, ensure your withdrawals are used for qualified expenses. A tax advisor can provide personalized advice. ?? Tip: Plan your withdrawals to align with your academic calendar to ensure timely payment of tuition and other expenses.
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