Tristate Financial Advisors

?? Happy Thanksgiving! ?? This Thanksgiving, we’re thankful for the trust and support of our clients, partners, and community. Helping you achieve your financial goals is something we never take for granted. Wishing you and your loved ones a day filled with gratitude, joy, and togetherness. From all of us at Florida Financial Advisors, Tristate Financial Advisors, Georgia Financial Advisors, and Texas Financial Advisors—Happy Thanksgiving! ?? #Thanksgiving #Gratitude #FinancialFreedom #FloridaFA #TristateFA #GeorgiaFA #TexasFA

As we gather with family this ?? Thanksgiving season, it’s a reminder of the connections that matter most. Estate planning isn’t just about passing on assets—it’s about protecting your loved ones, carrying your values forward, and providing peace of mind for generations to come. ?? Here are 3?? reasons why estate planning is essential: 1?? Control: Ensure your assets are distributed according to YOUR wishes. 2?? Legacy: Leave a lasting impact for loved ones and causes close to your heart. ?? 3?? Peace of Mind: Eliminate uncertainty and create clarity for your family. Let this season of gratitude inspire you to take the first step in securing your family’s future. ?? Schedule your complimentary consultation today and start building your legacy! ?? #EstatePlanning ?? #FinancialFreedom ?? #ThanksgivingWisdom ?? #FamilyLegacy ?? #RetirementGoals ?? #GratitudeSeason ?? #PlanForTheFuture #FloridaFA #TristateFA #GeorgiaFA #TexasFA #FourCornersFA

?? Navigating Your Portfolio Through Post-Election Market Changes Election outcomes can bring shifts in market sentiment, making it a great time to ensure your portfolio remains aligned with your long-term goals. Here are three strategies to stay financially resilient and think long-term: ?? Stay Diversified – Maintain a mix of asset classes to help reduce risk during any market changes. ?? Avoid Reactionary Moves – Short-term fluctuations rarely call for sudden adjustments; patience often pays off. ?? Focus on Fundamentals and Think Long-Term – Keeping your long-term investment objectives in mind is key, especially in times of change. Interested in a strategic portfolio review? Our advisors can help you stay on track with a plan designed to weather any market cycles. #PostElection #InvestmentStrategy #ThinkLongTerm #MarketResilience #WealthManagement #LongTermPlanning #FinancialGoals #FloridaFA #TristateFA #GeorgiaFA #TexasFA #FourCornersFA

Proud of our DEC team. #bestfinanciladvisors #greatteam

???? October 2024 Best of the Best: Meet Our Financial Champions! ????? This month, we’re thrilled to spotlight the top consultants who have gone above and beyond for their clients across Florida Financial Advisors, Tristate Financial Advisors, and Georgia Financial Advisors. Your commitment and passion make a difference every day. Kudos to each of you for setting the bar high! ??? ???October’s Top Financial Consultants??? 1???Logan Sneed?- Charlotte 2???Wright Self- Nashville 3???Noah Hjelmeng?- Charlotte 4???Sungjin Cho?- Charlotte 5???Michael Pilotos?- Charlotte 6???Hamilton Dykhuizen?- Tampa 7???Matthew Erni?- Philadelphia 8???Hayden Guthrie?- Georgia 9???Matthew Brown?- Washington DC ???Milan Bass?- Miami Let’s give them a round of applause! ?? Thank you for your dedication, hard work, and excellence. Keep shining, team! ?? #BestOfTheBest #FinancialConsultants #October2024 #FloridaFA #TriStateFA #GeorgiaFA #FinancialExcellence #WealthManagement #FinancialPlanning #Charlotte #Nashville #Philly #Miami #DC #Tampa

?? Smart Holiday Spending for Savvy Wealth-Builders ?? As the holiday season kicks off, it’s a perfect time to celebrate while staying aligned with your wealth strategy. Here are a few tips to balance holiday enjoyment with long-term financial success: ?? Set a Holiday Spending Guideline – Establish a holiday spending plan that complements your broader wealth goals. ?? Use Rewards or Cash-Back Opportunities – Tap into card rewards or cash-back features for a financial boost on holiday purchases. ?? Focus on Quality, Not Price – Thoughtful, memorable gifts often hold more value than costly ones. ?? Review Your Financial Goals – Wrap up the year by ensuring your investment and savings targets are aligned for growth into 2024. Enjoy the season with peace of mind. Reach out to us to discuss strategies that support your financial vision. #WealthManagement #FinancialWellness #HolidaySpending #SmartInvesting #FinancialPlanning #HighNetWorth #InvestmentStrategies #LongTermWealth #FinancialGoals #WealthBuilding #FloridaFA #TristateFA #GeorgiaFA #TexasFA

October is Financial Planning Month, and there’s no better time to evaluate your financial future. Here’s how you can get started: ?? Maximize Retirement Contributions: Are you contributing enough to meet your retirement goals? Adjustments now can make a big impact. ?? Optimize Your Tax Strategy: Tax-efficient planning, like charitable contributions or adjusting your portfolio, can minimize liabilities. ?? Investment Review: Ensure your portfolio is balanced and aligned with your risk tolerance for long-term success. This is the perfect opportunity to plan for the upcoming year. Take action today by scheduling a complimentary consultation with one of our advisors. ?? Click here https://lnkd.in/gyEBjC9 to schedule your consultation and make 2024 your year for financial success. #FinancialPlanningMonth #RetirementPlanning #WealthManagement #TaxStrategies #InvestmentGoals #FinancialSecurity #LocalFinancialAdvisors #FinancialGoals #2024FinancialWellness

?? Maximize Your Employer Benefits During Open Enrollment Open Enrollment is your annual opportunity to take control of your employer benefits. Are you making the most of what’s offered? Here are key areas to look at: ? Increase retirement contributions if possible ? Review health savings account options ? Understand other available perks Your choices today can pave the way for a more financially secure future. Our expert advisors are here to help you optimize your decisions for long-term growth and stability. Contact us today to schedule a non-obligatory, confidential consultation: https://lnkd.in/gyEBjC9 #FloridaFA #TriStateFA #GeorgiaFA #TexasFA #OpenEnrollment #RetirementPlanning #HSA #WealthManagement #FinancialSecurity #InvestSmart #ProfessionalFinance #BenefitMaximization #FinancialHealth #EmployeeBenefits #SecureFuture #FinancialAdvisors

???Shout-out to our September 2024 Best of the Best Financial Consultants!??? A massive congratulations to our top performers this month across our incredible network of firms—Florida Financial Advisors, Tristate Financial Advisors, Georgia Financial Advisors, and Texas Financial Advisors. Your hard work, dedication, and commitment to excellence continue to inspire us all. Keep up the amazing work! ???? ???Top 10 Financial Consultants of September 2024??? 1???Seamus Gavin?- Orlando 2???Sungjin Cho?- Charlotte 3???Matthew Cronrath?- Philadelphia 4???Nicolas Landriel?- Washington DC 5???Colton Weier?- Orlando 6???Patrick Harrington?- Philadelphia 7???Nicholas Falzarano?- Orlando 8???Michael Pilotos?- Charlotte 9???David Boggess- Washington DC ???Drew Parr- Washington DC ?? Let’s all give a round of applause to these outstanding professionals! Keep soaring high! ?? #BestOfTheBest #FinancialConsultants #FloridaFA #TriStateFA #GeorgiaFA #WinningTeam #ExcellenceInFinance #FinancialAdvisors #WealthManagement #RetirementPlanning #TeamSuccess #Orlando #Philadelphia #WashingtonDC #Charlotte

?? 2025 Tax Projections Are Here! ?? Are you ready for the changes ahead? ?? The IRS has NOT released official numbers yet, but the projected key tax figures for 2025 could impact your financial plans: ?? Standard Deduction: Married Filing Jointly: $30,000 Head of Household: $22,500 Single: $15,000 ?? Top Income Tax Bracket: Married Filing Jointly: $751,600 Single/Head of Household: $626,350 ?? IRA Contribution Limits stay the same at $7,000 (or $8,000 for those 50+), but Roth IRA income phaseout ranges are increasing! ?? Estate & Gift Tax Exclusion: Annual Gift Tax: $19,000 Estate/Gift Tax Exclusion: $13,990,000 With these projected changes, now is the perfect time to review your wealth management and financial planning strategy. ??? Whether you’re managing your investments, planning for retirement, or optimizing your tax strategy, we're here to help. ?? Contact one of our local offices for a complimentary consultation today! ?? ?? Florida Financial Advisors | #floridafa | Tampa, Orlando, Jacksonville, Miami ??? Tristate Financial Advisors | #tristatefa | Philadelphia, Charlotte, Nashville, Washington DC ?? Georgia Financial Advisors | #georgiafa | Atlanta ?? Texas Financial Advisors | #texasfa | Dallas, Austin Get a head start on 2025 and secure your financial future with expert guidance. #FinancialPlanning | #TaxStrategies | #RetirementPlanning | #WealthManagement | #TaxProjections2025 | #Investments | #EstatePlanning | #TaxSavings | #Consultation | #FinancialFreedom | #FloridaFA | #TristateFA | #GeorgiaFA | #TexasFA | #FourCornersFA | #PlanForYourFuture | #SecureYourFuture