Toler Financial Group的封面图片
Toler Financial Group

Toler Financial Group

金融服务

Silver Spring，MD 510 位关注者

Sustainable Personal Finance

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关于我们

Toler Financial Group provides diverse families and individuals with professional, independent financial management to help them navigate through life's risks and rewards. Our team's mission is to help you live a life of prosperity by creating greater economic certainty and opportunity for you and those you love. We start with financial planning that helps you understand how your existing plan is working (or not working) for you, and what strategies will shift your future towards your goals. Our responsible and sustainable investing program helps us fulfill your personalized strategic plan with investments that align with your values. Securities offered through Registered Representatives of Rossby Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services through Rossby Financial Advisors, Inc., a Registered Investment Adviser. Toler Financial Group and Rossby are not affiliated.

网站
https://tolerfinancialgroup.com
所属行业
金融服务
规模
2-10 人
总部
Silver Spring，MD
类型
私人持股
创立
2012
领域
Financial Planning、Asset Management和Sustainable Investing

地点

  • 主要

    1100 WAYNE AVE

    Suite 670

    US，MD，Silver Spring，20910

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动态

  • Incredibly sweet shout out to our advisor Guli Fager, CFP?. Layoff office hours continue this Thursday at 5pm ET; scan the QR code to register. Free & open to the public. #layoffs #DMV

    查看Allison Holden的档案
    Allison Holden

    Attorney-Advisor at US Environmental Protection Agency (EPA)

    I sincerely hope no one ever needs this information, but my certified financial planner (who is amazing) is having free virtual information sessions for federal employees to help them prepare for furlough or sudden job loss. Free and open to the public. I can't say enough good things about Guli! Questions about Layoffs or Furloughs? Join us Thursdays in March at 5pm ET Many federal employees and contractors are facing the threat of layoffs or furloughs. If you have questions about what financial steps to take in the case of a sudden job loss, join Guli Fager, Certified Financial Planner?, for important action items and Q & A from attendees. We'll cover: - budgeting for a big, sudden reduction in household income - figuring out how long severance & unemployment will last - navigating unemployment insurance - continuing health insurance & other benefits - what to do about retirement funds Register here: https://lnkd.in/eUawbvuf Toler Financial Group 1100 Wayne Ave. Ste 670 Silver Spring, MD 20910 - (301) 825-8705 tolerfinancialgroup.com Toler Financial Group Guli Fager, CFP?

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  • Please join us for our webinar later this month: Protecting Your LGBTQ+ Family in the 2nd Trump Era

    查看Brandon Clark, CPA的档案
    Brandon Clark, CPA

    Financial Planner & Coach

    How can you protect your LGBTQ+ family in 2025? With the Trump Administration and increased Republican anti-gay and anti-trans rhetoric, what are your most important legal and financial steps? Join me and Attorneys Summer Abel and Lee Carpenter January 22nd at 6:30pm as we discuss strategies to ensure your family is protected no matter how the new administration attacks LGBTQ+ rights. Register here: https://lnkd.in/eGSzMqnY

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  • For those interested in #financialadvicer nerdery, our founder Frances Toler was featured on this week's episode of Michael Kitces podcast!! If you don't want to listen, here is a meaty segment about what makes our firm different: "We also talk about how Fran's decision to be upfront and public about her progressive social and political stances has allowed her to attract both employees and clients seeking a firm with these values (helping her 10X her AUM in just the past 9 years… after it had taken her 14 years to get her first $20M using the traditional approach), why Fran believes that building a more diverse advisor team will help her firm be better prepared to serve a more diverse range of clientele in the decades to come (as the demographics of those seeking financial advice change over time), and why Fran, instead of taking an 'eat what you kill' approach with new advisor talent, pays her newly hired financial advisors a livable base salary in order to attract potential candidates who might be talented but lack either natural connections to wealthy prospects or simply don't have the financial means needed to get by while they build their client base and revenue to be long-term successful with the firm."

  • Toler Financial Group转发了

    查看Guli Fager, CFP?的档案
    Guli Fager, CFP?

    Financial Self-Care Evangelist, Triathlete, CERTIFIED FINANCIAL PLANNER?

    If, as Kai Ryssdal on Marketplace often says, the stock market is not the economy, and the economy is not your personal finances, how can we handle uncertainty with political changes? When everything seems like it could be in flux, it's hard to imagine what we can do to prepare. But...good advice is still good advice. Join me, Brandon Clark, CPA and Frances Toler tonight at 6:30pm ET to hear us tackle FAQ from our clients about what's to come, and how to react (or not!). https://lnkd.in/gCKjuS45

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  • Lots of people have been asking us about how the incoming administration might impact the economy. Like this most frustrating of Magic 8 Ball answers, we can't really predict what might happen but we can help you think through common sense ways to prepare for the financial impact and develop a sense of resilience and control. Join our advisor team Brandon Clark, CPA, Guli Fager, CFP? and Frances Toler on 12/12 via zoom for a FAQ and live Q & A on "What now?". Registration link below. https://lnkd.in/edCbHCj9

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  • Toler Financial Group转发了

    查看CFP Board的组织主页
    CFP Board

    62,191 位关注者

    Looking for a fresh career opportunity in 2025? CFP Board is hiring for several roles including: ? ?? Administrator, Corporate Relations and Research ? ?? Candidate Advocate? ?? Director, Development? ?? Manager, Website? ?? Sr. Manager, Information Science (Librarian)? ?? Sr. Manager, Marketing ? If you’re passionate about supporting financial planners and making an impact, check out the full job listings and apply today. https://lnkd.in/ejptmahy #Hiring #CareerOpportunities #Careers ?

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  • Please join us from our advisor Brandon Clark, CPA's webinar in early November on the Psychology of Money. Here's a post exploring this topic that includes the registration link!

    查看Brandon Clark, CPA的档案
    Brandon Clark, CPA

    Financial Planner & Coach

    We all learn money lessons growing up like, “Money ?? doesn’t grow on trees” ?? . These seemingly harmless phrases and anecdotes from our families and communities stay with us throughout life running in the background of our minds. This phrase is meant to convey the importance of hard work to earn money, and the folly in believing that money will just show up. The truth is, we can’t just rely on hard work our entire lives! So while this phrase teaches one important lesson, we need additional lessons to have a more complete understanding of how money works in the modern adult world. And the funny thing is, if we get creative and think of treating money a little more like gardening, this phrase gets repurposed into a pretty great metaphor.? Just as we nurture plants in a garden like tomatoes ??, fruits ??, and vegetables??, we can cultivate healthy money habits and utilize investments that can grow and yield returns over time. So, here’s to repurposing your money metaphors! I’m hosting a webinar 11/7?on the psychology of money titled Conquering the Psychology that Sabotages Your Relationship with Money with Psychotherapist Dr. Alan Nathan, PsyD. We’ll be discussing how to become aware of the money lessons at play in your mind and how you can shift them if they’re holding you back. Sign up here: https://lnkd.in/exffeP4Z And shout out to my husband Craig for the delicious tomatoes and mustard greens in the picture. He started work on them in Aprll and we’re finally getting to enjoy them now!

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  • Toler Financial Group转发了

    查看Anthony Felipe, CFP?的档案
    Anthony Felipe, CFP?

    Financial Planner at Creative Planning, LLC.

    With so many people looking to tiktoks and other short videos for financial information I decided to dip my toe in the water. Iyaana Isis Johnson and myself wanted to create something that makes it easy to understand various financial topics and help people gain knowledge to build a sound financial foundation. We are happy to present "Gen Z Explains"!

  • Toler Financial Group转发了

    查看Brandon Clark, CPA的档案
    Brandon Clark, CPA

    Financial Planner & Coach

    Are you preparing for retirement or newly retired? I’ve organized a webinar to explore the psychological side of preparing for retirement with Vocational Psychologist, Dr. R. Jason Wang Your Next Chapter ??: Using the Psychology of Work to Build a Fulfilling Retirement or Second Act When: Wednesday, July 24th, 6:30 -7:30pm This will be an interactive session that explores our relationship to work, the role that work plays in each of our lives, and the psychological implications for the next chapter of your life. Most importantly, you will gain awareness of your own relationship to work, and use that knowledge to create action steps for living more purposefully when it comes to: ?? Relationships ? How you spend your time ? Having a sense of purpose, and ?? Creating a new identity Register here: https://lnkd.in/ePSx8TEV

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