Triad Financial Advisors, Inc - A OneDigital Company

Celebrating the incredible achievements of our Greensboro team at Summit25—proof that teamwork, innovation, and service make all the difference! #Teamwork #Summit25 #ProudLeader #GreensboroNC #OneDigital #Collaboration #AwardWinningTeam #wealthmanagement #buildforbetter

Our team is honored to be a finalist for the *Synergy* Evolve Award by OneDigital Financial Services! This recognition is incredibly meaningful to me, and I'm deeply grateful for the chance to be part of such an esteemed group. A huge thank you to our fantastic colleagues for their unwavering support. Here's to continuing to innovate and excel! Investment advice is provided through OneDigital Investment Advisors LLC, a wholly owned subsidiary of OneDigital. #OneDigital #EvolveAwards

?? New Year, New Goals! Start 2025 with Confidence in Your Retirement Plans Are you ready to take control of your financial future? Join us for Retirement 101: Financial Education for Life’s Next Chapter, a free workshop led by OneDigital’s Certified Financial Planners?. Whether you’re just starting to think about retirement or finalizing your plans, this session is tailored to empower individuals aged 50-70 with actionable insights and tools for a secure future. ?? What You’ll Learn: ?? Maximizing your Social Security benefits ?? Adapting to recent legislation impacting retirement plans ?? Strategies to avoid outliving your assets ?? Navigating health care and long-term care costs ?? Preparing for estate planning and leaving a legacy ?? Attendees will receive a complimentary workbook and access to a free one-on-one consultation with our experts. ??? Workshop Details: ?? Location: Canterbury School, 5400 Old Lake Jeanette Road, Greensboro, NC 27455 ?? Session Options: Tuesdays: January 21 & January 28, 2025 | 6:00 PM – 8:30 PM Thursdays: January 30 & February 6, 2025 | 6:00 PM – 8:30 PM ?? Register Now: Call (844) 770-2598 or visit www.youRSVP.com and enter code KAKXAM. Don’t wait—start 2025 with the peace of mind that comes from knowing you’re prepared for life’s next chapter. Share this with someone who might benefit from this workshop! #RetirementPlanning #FinancialWellness #OneDigital #NewYearNewGoals #financialeducation #financialplanning #wealthmanagement #community

Dear Friends, As the holiday season wraps us in its warmth, we want to take a moment to thank YOU—our team, our extended OneDigital family, our clients, prospects, and cherished partners. Whether you've allowed us to join you on your journey of building a legacy, planning for the future, or simply figuring out how to spend less and save more (while still buying those lattes), we are deeply grateful for the trust you place in us. 2024 has been a year of meaningful connections. We've been honored to guide many of you in allocating your wealth to what matters most—your families, your dreams, your communities, and even those special causes close to your heart. Together, we've celebrated wins, weathered uncertainties, and made strides toward brighter futures. From all of us at OneDigital Wealth in Greensboro, NC, we wish you a holiday season filled with joy, laughter, and maybe even a few moments of peace between wrapping paper chaos and pie refills. Thank you for letting us be a part of your story—it’s a privilege we don’t take lightly. Here’s to a New Year filled with more opportunities, meaningful milestones, and (of course) a little fun along the way. If 2025 is anything like 2024, we know it’ll be memorable—and we can’t wait to share it with you. Warmest holiday wishes, The OneDigital Wealth Team | Greensboro, NC Cameron Aydlett Eduarda York, SPHR, SHRM-SCP Paul Huber John Marske Jonas Boyer, CFP?, CLTC?, NQPC? Kaitlyn Lingard, CFP? Karen Baleno @Kelly Harter Kelly Wagner Kyndall Beane Laura Harkey Linda Willard Amanda Neal Matthew Stratton, CFP?, CLU, ChFC, NQPC Patrick Rush @Tom Jordan Aderonke Bankole - Falaye Barbara Richley #Thankyou #Holidaywishes #financialsuccess #teamwork #grateful #livewithintention #BuildingLegacies #Family #wealth #financialplanning #retirement #wealth #financialplanning #retirement

Balancing care for your aging parents and your own children can feel overwhelming, but you’re not alone. In a recent newsletter, we shared practical strategies for the Sandwich Generation—those managing these dual caregiving roles. Explore tips on starting financial conversations with parents and adult children, planning for unexpected expenses, and ensuring everyone's future is secure. We’re here to guide you every step of the way, whether it's navigating financial decisions or hosting family meetings to ease tough discussions. ?? Email us to join our newsletter distribution list for more insights and support. Together, we’ll tackle life’s challenges. #FamilyFirst #FinancialPlanning #SandwichGeneration #OneDigitalSupport #wealthmanagement #financialeducation

?? We're Hiring: Client Service Associate ?? We’re looking for a dedicated Client Service Associate to join our terrific team in Greensboro, NC! One of our valued team members is relocating due to her husband’s military career, and while we’ll miss her, this opens up an exciting opportunity for someone new to join our office family. ? Why Join Us? We’re an in-person team that thrives on collaboration and direct client interaction. You’ll be part of a supportive environment where professionalism and a client-first mindset are at the heart of what we do. This role offers the chance to make a real impact, working closely with clients and contributing to their financial well-being. ?? What We’re Looking For: A professional with exceptional attention to detail who can manage tasks efficiently. Someone who values teamwork and embraces collaboration to support our clients and colleagues. A passion for delivering outstanding client service with a positive and proactive attitude. ?? Location: Greensboro, NC ?? Work Environment: In-person If you’re ready to be part of a team that puts clients first and works together to deliver excellence every day, we’d love to hear from you! Apply today directly at OneDigital and take the next step in your career with us! https://lnkd.in/gWna4U5x

*Living with Intention Every Holiday Season* As we return from Thanksgiving, we’re feeling immense gratitude for our incredible team and the generous clients who have filled our office with the spirit of giving. Each toy donated to the U.S. Marine Corps Reserve’s Toys for Tots represents more than a gift—it’s a moment of joy, hope, and love for a child in our community. Since this picture was taken last week, we have been blessed with many more toys and a third box for toys is needed! At OneDigital, living with intention is at the heart of what we do, and this tradition is a beautiful reminder of the power of coming together to help others. Whether you’re part of our amazing team or one of our generous clients, your kindness makes a lasting impact, and we’re so thankful for you. There’s still time to join us in spreading holiday cheer! The toys will be picked up on December 5th, so feel free to drop by with a new, unwrapped toy before then. Thank you for being part of this wonderful tradition and for sharing in the joy of giving. Together, we’re making a difference, one toy at a time. ??? #LivingWithIntention #ToysForTots #CommunityMatters #HolidayGiving #giveback #volunteer #wealthmanagement #financialplanning #financialeducation?

Happy Thanksgiving from your OneDigital Wealth Office in Greensboro, NC! ???? As we gather around the table this season, we’re reminded of the importance of gratitude—not just for what we have, but for the opportunity to help our clients secure their financial futures. At OneDigital, we are thankful for the trust you place in us to guide you through life’s financial milestones. Whether you’re planning for retirement, managing investments, or just beginning your financial journey, we’re here to walk alongside you every step of the way. This Thanksgiving, let’s celebrate the values that truly matter: family, friends, and the peace of mind that comes from knowing your financial goals are in good hands. Thank you for being part of our OneDigital family. Wishing you and your loved ones a joyous Thanksgiving Holiday! Live with Intention. #Thanksgiving #Gratitude #WealthManagement #FinancialPlanning #OneDigitalWealth #Privatewealth #WeareOneDigital #Retirement #wealth #investments #livewithintention Please see OneDigital Disclosures: https://lnkd.in/eiQy_Yt9

Even during the busiest time of the year—with record client meetings and packed schedules—our amazing team finds time to give back. Today, despite the chilly weather, these incredible team members rang the bell for the Salvation Army at the Friendly Shopping Center in Greensboro, NC. This tradition is near and dear to our hearts and one we’ve proudly upheld for many years. It’s a beautiful reminder that even in the hustle and bustle, there’s always room to spread joy and kindness in our community. Thank you to everyone who made this happen—you inspire us all! Always live with intention! #TheSalvationArmy #DoingTheMostGood #GetYourJingleOn #GiveBack #Volunteer #LiveWithIntention

Happy Thursday! It’s Investing Quiz time! Can you answer these questions? https://tiny.cc/e3alyz The correct answers are provided at the end of the quiz with detailed explanations. However, if you have additional questions, feel free to reach out to us! #investing #education #wealthmanagement #retirementplanning #livewithintention #privatewealth Please see OneDigital Disclosures: https://lnkd.in/eiQy_Yt9