Spring Newsletter 2017
Posted by Financial Strategies Group in NewslettersEnjoy our second quarter Newsletter!
Resources
Leading the Charge as a Senior Care Advocate
Posted by Financial Strategies Group in Blog Posts, Giving MoreCERTIFIED FINANCIAL PLANNER™ professional Hank Cleare spent the month of January focused on getting older, better, and smarter for a very important cause. Older in the sense that he has embraced aging client care as an urgent issue in the financial planning profession, better…
Estate Planning Is A Team Sport
Posted by Financial Strategies Group in Blog Posts, Strategic PartnersNow more than ever you need objective advice and counsel to help you make appropriate financial decisions in an ever-changing world. Your overall financial plan requires input from multiple professional disciplines with varied expertise. That’s why the advisors at Financial Strategies Group surround themselves…
From Southern Company to Santa Claus
Posted by Financial Strategies Group in Blog Posts, RetirementJerry Gallagher’s joy is contagious; it energizes everyone he meets. His kind words and happy laugh brighten days and draw people to him everywhere he goes. So when Jerry started growing out his beard this summer, it came as no surprise when a man at…
Kimberly DeProspero, CFP® Attends LPL Financial’s Women Advisors Leadership Forum
Posted by Financial Strategies Group in Blog Posts, Continuing EducationKimberly DeProspero of Financial Strategies Group in Weston, Florida recently attended LPL Financial’s inaugural Women Advisors Leaders Forum, an invitation-only conference for top female advisors hosted by LPL Financial, a leading retail investment advisory firm and the nation’s largest independent broker/dealer*. DeProspero is supported…
Hank Cleare, CFP® Nominated to Alzheimer’s Board of Directors
Posted by Financial Strategies Group in Blog Posts, Giving MoreHank Cleare, CFP® of Financial Strategies Group in Weston, Florida is pleased to announce his nomination to the Board of Directors for The Alzheimer’s Association Southeast Florida Chapter. Hank will be serving alongside chapter CEO Ann May. May says, “We are thrilled to have…
Our Thoughts on the U.S. Elections
Posted by Hank Cleare in Blog Posts, Economic UpdateFor the past 30 years, we have counselled clients during elections. It has been our experience that some are fearful, while others are optimistic. Like a friend and fellow financial advisor recently said, “The reality is that we are pretty much a 50/50…
Carson’ s Carwash : A Lesson In Financial Literacy
Posted by Hank Cleare in Family, Financial PlanningAs the uncle of two nephews, I am always on the lookout for new things we can do together that don’t involve television or video games. Back in December, when we were having one of our ‘Uncle Hank Days’, I started a conversation with Carson—who’s…
Planes, Trains and Wills
Posted by Kimberly DeProspero in Financial PlanningRecently within a period of days, we received 4 or 5 phone calls from clients requesting updates to their beneficiaries, wills and trusts. Why? The common thread was this: everyone had upcoming plans to travel overseas. So why does flying over the Atlantic…
Tips For Smart, Safe Summer Travel
Posted by Financial Strategies Group in Health and HappinessThe Financial Strategies Group team has collectively had some great opportunities to travel both in the US and abroad. Over the years, we’ve learned how to be travel-savvy, protect ourselves from identity theft, and really enjoy our trips. Here are our top tips for smart,…