🎉 Shoutout to Our INC 5000 Celebration Sponsor, Mary Grate-Pyos, MBA,CFBS ! Aalis Management Consulting is recognizing Mary Grate-Pyos, for her unwavering support and expertise in business insurance and for being our sponsor for our recent Inc. 5000 Celebration. Mary has been instrumental in helping Aalis Management Consulting LLC create a strong foundation for success. As a Certified Family Business Specialist and financial advisor with 18 years at MassMutual, Mary empowers business owners with tailored solutions for financial literacy, wealth strategies, and generational wealth building. If you’re looking for guidance in building your financial future, we highly recommend connecting with Mary to explore her incredible services. Schedule a Consultation Today! https://lnkd.in/gfPsqcpy Thank you, Mary, for being a valued part of our journey. Your dedication inspires us! 💼✨ #BusinessInsurance #FinancialStrategy #WealthBuilding #GenerationalWealth #InsuranceExpert #BusinessSuccess #FinancialAdvisor #SmallBusinessSupport #WomenInBusiness #MassMutual #Inc5000
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📉 The Economy is Taking a Toll on Small Business Owners—Here’s How You Can Stay Ahead! 💼 Did you know that over 80% of small businesses are currently facing financial strain due to rising inflation, interest rates, and supply chain issues? On average, 1 in 4 small businesses say they are struggling to meet payroll consistently, while 39% report difficulty accessing capital. These challenges are real, but as a small business owner, there are strategic moves you can make to protect your finances and keep your business thriving: 💡 Tax Advantage Tips for Small Business Owners: 1️⃣ Use a Section 162 Bonus Plan: Reward yourself or key employees with life insurance benefits that are deductible for your business while building personal financial security. 2️⃣ Establish a SEP IRA or Solo 401(k): Save for retirement and reduce your taxable income. 3️⃣ Leverage Business-Owned Life Insurance: Protect your company from the loss of a key employee and create a tax-advantaged cash reserve. 4️⃣ Deduct Premiums Where Possible: Certain life insurance policies may qualify for partial deductions—consult with a licensed financial professional for guidance. 💰 Pro Tip: Life insurance isn’t just about protection—it’s about opportunity. You can create a financial safety net while building wealth and securing tax advantages for your business. 👉 Don’t let the economy dictate your future—take control today! Schedule a FREE consultation to learn how you can leverage life insurance to safeguard your business and create generational wealth. 📅 Click here to book: https://lnkd.in/gXaSq6rY Let’s discuss how to keep your business strong, no matter what the economy throws your way! #SmallBusinessSolutions #LifeInsuranceForBusiness #TaxSavingsTips #FinancialFreedom #BusinessWealth #EntrepreneurLife #PassiveIncomeStrategies #ProtectYourBusiness #GenerationalWealth #FinancialEducation
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At Premier Financial Management, I'm here to assist you on your financial journey. Whether you’re a seasoned pro or just starting, I can help you achieve your goals. Reach out with your questions and inquiries. Your financial future matters to me. https://lnkd.in/grnWHbct #financial #journey #retirment #premier
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The Importance of Legacy in Financial Partnerships When selecting a financial services partner, the significance of having a legacy and heritage cannot be overstated. A firm that has thrived for over 175 years offers unique experience and advantages. You get the benefit of Partnering with a Legacy Firm as they have - Established Trust with Proven Financial Strategies that are time-tested that provide confidence and stability to everyone. These strategies having been refined through various economic cycles. A legacy firm has already demonstrated resilience and innovation, evolving with time to meet changing market demands while maintaining core values. This gives them Long-Term Perspective as they understand the importance of multigenerational wealth planning, ensuring your financial legacy is preserved for future generations. In a rapidly changing world, aligning with a financial institution that embodies enduring strength and wisdom is essential. Join us as we introduce you to our new partnership with a distinguished American insurance company, we invite you to consider the lasting benefits of choosing a partner with a rich heritage. #FinancialLegacy #HeritageMatters #WealthManagement #TrustedAdvisor #FinancialPlanning #LegacyBuilding #InsurancePartners #LongTermSuccess #FinancialStability #InvestmentWisdom #GenerationalWealth #ClientTrust #FinancialServices #InsuranceIndustry #FinancialHeritage
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The Behavioral Financial Advice (BFA) program helped Money Script Wealth Management, PLLC CEO and wealth advisor Yohance Harrison BFA™, CRPC® reimagine his career and business, leading to lasting growth in recent years. “I was so excited to put my stake in the ground for my firm and say, ‘No, this is what I stand for. This is what I’m going to do,'" Harrison says. Learn more about Yohance's story and why financial advisors can benefit from the BFA. https://lnkd.in/epDnevTi #financialadvisors #behavioralfinance #behavioralfinancialadvice
How BFA Helps Yohance Harrison Grow His Practice and Himself | think2perform
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While HBKS professionals work from offices in Pennsylvania, Ohio, New York, New Jersey, and Florida, our commitments extend across the entire United States. We prioritize understanding your unique needs and objectives, crafting financial solutions tailored to your goals, and helping you realize your dreams. And it all starts with a conversation. #FinancialSolutions #ClientFirst #NationwideService #ComprehensiveWealthManagement https://okt.to/rTfyOF
Financial Advisors and Professional Teams - HBKS Wealth Advisors
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How Judith is Revolutionizing Wealth Management Strategies Join Judith Pearson in this insightful interview as she explores the evolving landscape of wealth management. Discover her journey through trust structures, family office strategies, and innovative insurance solutions that address modern challenges in financial planning. Don't miss her expert insights! #WealthManagement #FinancialPlanning #TrustStructures #FamilyOffice #InsuranceSolutions #JudithPearson #FinancialAdvisor #EstatePlanning #InvestmentStrategies #WealthPreservation
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How Judith is Revolutionizing Wealth Management Strategies Join Judith Pearson in this insightful interview as she explores the evolving landscape of wealth management. Discover her journey through trust structures, family office strategies, and innovative insurance solutions that address modern challenges in financial planning. Don't miss her expert insights! #WealthManagement #FinancialPlanning #TrustStructures #FamilyOffice #InsuranceSolutions #JudithPearson #FinancialAdvisor #EstatePlanning #InvestmentStrategies #WealthPreservation
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Our efforts at SASP Advisors LLP Helps you to clear financial roadblocks while completing your projects.
Dreams don’t stop for roadblocks, and neither should you. Whether it’s a business, a building, or an empire, every great achievement faces hurdles. At SASP Advisors LLP , we’re here to stand by you, offering the financial support you need to keep moving forward. Because we believe no vision should be left unfinished, no goal left unreached. Let us help you turn challenges into stepping stones. Reach out today—your success is just a conversation away. #SASPAdvisors #FinancialSupport #DreamBig #RoadblockToSuccess #EmpoweringBusinesses
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“That resulted in developing expertise in cash flow modeling and different tax planning, where families would have to plan for irregular withdrawals." SEIA Senior Partner Thomas C. West, CLU, ChFC, AIF also noted that it "eventually evolved into a business, whose process is trademarked, that models financial paths consistent with different plans of care.” #LifecareAffordabilityPlan #HealthcarePlanning #LongevityPlanning https://loom.ly/qCqdGUg
Past mistakes made me more effective, says finalist - InvestmentNews
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🌟 Meet Honor District: Your Partners in Insurance & Wealth Management 🌟 🔍 What sets us apart? Our deep knowledge of insurance and wealth management, combined with a commitment to crafting solutions that work for you, no matter where you are in your financial journey. 👥 Who are we? We are a team of dedicated professionals with one mission: to help you secure your future and build long-term financial success. Ready to take the next step? Let's talk about how Honor District can support your goals. #InsuranceExperts #WealthProtection #FinancialGrowth #HonorDistrict #ClientFirst #RiskManagement
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Empowering Government Contractors to Achieve Financial Success | Networking Enthusiast | Marketing Advocate | Passionate Connector
2moMary Grate-Pyos, MBA,CFBS - It is great to see you. It has been too long since our LeadShare group. Cheers!