Bend Wealth Advisors的动态

Even Theo knows the importance of showing love ??and attention; thus, running to give the camera kisses! ?? Much like Theo, we’re excited to support advisors and give the time and attention to detail you need to craft a personal financial plan you are excited about. ?? We're grateful to help advisors accomplish their life and financial goals ?? one plan (and puppy kiss ??) at a time! #TheoThursday ?? #FinancialPlanning for #Advisors

Even Theo knows the importance of showing love ??and attention; thus, running to give the camera kisses! ?? Much like Theo, we’re excited to support advisors and give the time and attention to detail you need to craft a personal financial plan you are excited about. ?? We're grateful to help advisors accomplish their life and financial goals ?? one plan (and puppy kiss ??) at a time! #TheoThursday ?? #FinancialPlanning for #Advisors

Binge-watching without your spouse? OK, but not ideal. Financial planning without your spouse? Probably not a good idea. Planning together, and sharing your information, can lead to better outcomes. Read about how planning, like watching your favorite show, is better when done together. And share the shows you like binge-watching together. https://bit.ly/45GT1m8

Ever feel like going to the dentist is akin to speaking to a financial planner? It's one of those things you know you should do regularly, and it's probably beneficial in the long run, but it can still be a nerve-wracking experience that leaves you wondering if you're flossing enough. ?????? don't let those worries linger like a stubborn toothache. Let's schedule a virtual meeting for an introduction. Together, we'll navigate your finances with expertise and a friendly approach. You'll walk away feeling confident and empowered about your financial future. Don't wait—reach out today, and let's make your financial journey something to smile about. ??

Binge-watching without your spouse? OK, but not ideal. Financial planning without your spouse? Probably not a good idea. Planning together, and sharing your information, can lead to better outcomes. Read about how planning, like watching your favorite show, is better when done together. And share the shows you like binge-watching together. https://bit.ly/3WuG8Y7

Are you first-generation like me and have always struggled with finances? Looking for a financial advisor who is reliable, personable, and knowledgeable? Then Ron J. Harris is the one! Ron has given me the confidence to rebuild my finances and as a man of color, he understands the challenges us first-gen folks go through when it comes to building generational wealth and can give you the confidence that you need to reach your financial goals. Connect with him today to get your financial journey started!

Binge-watching without your spouse? OK, but not ideal. Financial planning without your spouse? Probably not a good idea. Planning together, and sharing your information, can lead to better outcomes. Read about how planning, like watching your favorite show, is better when done together. And share the shows you like binge-watching together. https://bit.ly/3NAhnpl

Love is in the air, and so is financial bliss ?? This Valentine's Day, give yourself the gift of peace of mind with Kent, Parker & Associates. Our experienced team is here to make your financial journey as sweet as a box of chocolates. Whether you're a couple managing joint finances or an individual looking to secure your financial future, we've got the expertise to help you plan and prosper because nothing says love like a well-organized financial strategy ???? #FinancialLove #KPAAccounting #ValentinesDayWealth

Happy St. Patrick's Day! As we celebrate this day of luck and good fortune, let's take a moment to reflect on your financial journey. Remember, when it comes to your financial health, it's not just about luck - it's about well-planned strategies and informed decisions. Use this day to review your financial goals. Are you on the path to that pot of gold at the end of the rainbow? And remember, you don't have to search for a four-leaf clover to find financial success. You just need a financial advisor who will help you develop a solid plan and a disciplined approach. Wishing you a Happy St. Patrick's Day and a prosperous financial future that results from a comprehensive financial plan instead of luck. If you are ready to start working with a financial advisor instead of leaving your financial future to chance, reach out to us today on our website. #StPatricksDay2024 #FinancialPlanning #FinancialFuture

If you’re planning to get married in the coming months, you’re probably in a whirlwind state of planning. But have you thought about how you’ll handle financial matters as a couple? Our helpful Newlywed Financial Checklist offers suggestions and strategies that will help ensure the two of you can start this new chapter together on the same page financially. https://bit.ly/3WD1nFj