https://ow.ly/imrw50Reuva Do you have a plan for your tax refund? This week our VP, Donna Sowa Allard, CFP?, AIF? was featured on WPRI 12 where she shared practical strategies for maximizing your return. Click on the link to catch up! . . . #WPRI12 #TaxReturns #FinancialAdvisorsProvidence #FinancialPlanningProvidence #InvestmentAdvisorsProvidence #InvestmentPlanningProvidence #InvestmentManagementServicesProvidence
Sowa Financial Group
投资管理
Lincoln，RI 157 位关注者
Empowering individuals to become smarter, more competent money managers so that they may realize their retirement goals.
关于我们
Sowa Financial Group, Inc. is a Registered Investment Adviser, and our team of CERTIFIED FINANCIAL PLANNER? Professionals act as fiduciaries, holding them to the highest industry standard of conduct to act in the best interest of our clients. Our firm has been operating for 30 years with a mission to empower individuals in our community to become smarter, more competent money managers, and to help them realize their retirement goals. With custom portfolio design, your advisor works with you to build an asset management strategy that is a unique reflection of you, accounting for your risk tolerance, investment objectives, and short and long term goals. Your plan is actively managed on an ongoing basis and built to respond to changes in market and economic conditions, as well as changes in your personal circumstances. Your advisor is your advocate, working closely with you to help you make informed, intentional decisions about your money and the choices that it creates. Securities and advisory services offered through Commonwealth Financial Network?, member FINRA/SIPC, a Registered Investment Adviser. Additional advisory services offered through Sowa Financial Group, Inc. are separate and unrelated to Commonwealth. Sowa Financial Group 14 Breakneck Hill Road Suite 202 Lincoln, RI 02865. this communication is strictly intended for individuals residing in the states of AL, AZ, CA, CO, CT, FL, GA, HI, IN, KS, MA, ME, MI, NC, NH, NJ, NY, PA, RI, SC, TN, TX, VA, VT. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Review our Terms of Use: www.commonwealth.com/termsofuse.html.
- 网站
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https://www.sowafinancial.com/
Sowa Financial Group的外部链接
- 所属行业
- 投资管理
- 规模
- 2-10 人
- 总部
- Lincoln，RI
- 类型
- 私人持股
- 创立
- 2000
地点
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主要
获取路线
14 Breakneck Hill Road
Suite 202
US，RI，Lincoln，02865
Sowa Financial Group员工
动态
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As International Women’s Day approaches, we proudly recognize and celebrate our inspiring president, Donna Sowa Allard. Her leadership, vision, and unwavering dedication motivate us all to strive for excellence. We are endlessly grateful for the powerful example she sets for us every day! . . . #InternationalWomensDay #FinancialAdvisorsProvidence #FinancialAdvisorsRhodeIsland #FinancialPlanningProvidence #FinancialPlanningRhodeIsland #InvestmentAdvisorsProvidence #InvestmentPlanningProvidence #InvestmentManagementServicesProvidence
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This week on MoneyTalk, we're going back to the basics. Donna and Nathan explore how a well-crafted financial plan transforms your values and goals into actionable steps. Learn the benefits, timing, and process of building a roadmap for smarter financial decisions. Hit play and start planning your future with confidence!: https://ow.ly/Juzk50Vbi2t . . . #MoneyTalk #FinancialPlanningBasics #Podcast #FinancialInsights #FinancialAdvisorsProvidence #FinancialPlanningProvidence #InvestmentAdvisorsProvidence #InvestmentPlanningProvidence #InvestmentManagementServicesProvidence
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Tax season is here—should you file on your own or call in a pro? A tax preparer can help if you’ve had major life changes, own a business, or want to maximize deductions, but hiring one comes at a cost. Learn when it makes sense to get expert help: https://bit.ly/43bTldk . . . #TaxHelp #FinancialAdvisorsProvidence #FinancialPlanningProvidence #InvestmentAdvisorsProvidence #LegacyPlanning
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Retirement planning isn’t just about numbers—it’s also about timing. In our latest episode, Donna and Nathan break down 7 key retirement milestone ages and why each one is an important step toward your financial future. Tune in to get the insights you need to plan smarter and retire with confidence. https://ow.ly/hEhW50V7WiC . . . #RetirementMilestones #MoneyTalk #Podcast #FinancialInsights #FinancialAdvisorsProvidence #FinancialPlanningProvidence #InvestmentAdvisorsProvidence #InvestmentPlanningProvidence #InvestmentManagementServicesProvidence
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Retirement isn't just about finances; it's a major life shift that can bring unexpected losses like social connections and a sense of purpose. Learn how to prepare for a fulfilling retirement beyond the paycheck: https://ow.ly/ENKj50V76cn #RetirementPlanning #FinancialAdvisorsProvidence #FinancialPlanningProvidence #InvestmentAdvisorsProvidence #FinancialAdvisorsRhodeIsland #LegacyPlanning
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A tax refund can feel like free money—but what’s the smartest way to use it? Balancing fun with financial responsibility is key, whether that means building savings, paying off debt, or investing for the future. See how to make the most of your windfall: https://bit.ly/3D0Fls9 . . . #TaxSeason #FinancialAdvisorsProvidence #FinancialPlanningProvidence #InvestmentAdvisorsProvidence #FinancialAdvisorsRhodeIsland #LegacyPlanning
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Curious about how current events are shaping your finances? Donna and Nathan are back to answer listener questions, including: ?? Trump’s surprising stance on the carried interest loophole ?? The impact of skyrocketing credit card rates on debtors ?? When to consider gift tax and what it means for you Tune in for the insights you need to stay ahead. https://ow.ly/zz7w50V3P1T #MoneyTalk #Podcast #FinancialAdvisorsProvidence #FinancialPlanningProvidence #InvestmentAdvisorsProvidence #LegacyPlanning
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Did you know that 2025 will see over 11,400 Americans turn 65 every single day, creating what experts call "Peak 65"? From tax breaks and travel discounts to important health considerations, here’s what you need to know about this milestone age: https://bit.ly/4k56Gdj . . . #RetirementPlanning #FinancialAdvisorsProvidence #FinancialPlanningProvidence #InvestmentAdvisorsProvidence #FinancialAdvisorsRhodeIsland #LegacyPlanning
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On the latest episode of MoneyTalk, Donna dives into some of the most common questions she’s been hearing from clients recently: ?? Can I use a 60-day rollover for bridge financing? ?? When is the right time for a debt consolidation loan? ?? What should I keep in mind when buying a second home in retirement? ?? Do I need a trust for my estate planning? Tune in now for valuable insights on these essential financial topics! https://ow.ly/ZIog50UZNQ0 #ClientInquiries #MoneyTalk #Podcast #FinancialAdvisorsProvidence #FinancialPlanningProvidence #InvestmentAdvisorsProvidence #LegacyPlanning
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