Palm Wealth Partners

Check out this powerful Roth saving strategy
The so-called "mega backdoor Roth" strategy can help you sock even more away in Roth 401(k)s and IRAs.

https://www.fidelity.com/learning-center/personal-finance/mega-backdoor-roth?ccsource=email_weekly_0420_1037578_40_0_CV1

Life happens fast! Whether you're planning your future or dealing with the unexpected, we are here to help. Contact us today to schedule a free consultation.
https://calendly.com/pwpplan/20min?back=1&month=2023-06

The Palm Wealth Partners process is simple as it is based on years of financial experience, made of four distinct steps. Our process will allow us to prepare the best plan specifically tailored to your financial and life goals.

Contact our finance professionals today to start planning your financial future!

https://palmwealthpartners.com/the-palm-wealth-partners-process/

Getting started planning your financial freedom isn’t easy. But it starts with you! 💸

Schedule your complimentary consultation so we can learn about your needs to determine how we can best help you.

https://palmwealthpartners.com/contact-us/

Here Are 7 Things You May Not Know About IRAs.
Make sure you aren't overlooking some strategies and potential tax benefits!

https://www.fidelity.com/viewpoints/retirement/IRA-things-to-know

Have you checked in with your finances lately? Let our top professionals take the stress out of your finances. Contact us today www.palmwealthpartners.com

We are thrilled to welcome our newest Financial Advisor, Logan Harris to the Palm Wealth Partners team.

Logan served in the US Navy as a Submarine Officer onboard the USS Cheyenne in Pearl Harbor, HI as well as a Submarine Tactics Instructor in Kings Bay, GA. Logan is committed to applying the knowledge, principles, and standards learned from the military to the world of financial advising.

His passion to help our clients is deeply rooted in his desire to continue to serve outside of the military. He is highly knowledgeable in military retirement planning, particularly the TSP Program. He specializes in holistic, custom-tailored financial planning to suit each client’s needs individually.

If you or someone you know is currently serving or has served in the US military, contact Palm Wealth Partners today.
https://calendly.com/pwpplan/20min?back=1&month=2023-04

Max out your 401(k) in 6 easy steps! Contact our financial professionals at Palm Wealth Partners to assess your financial plan and get started today.

https://www.fidelity.com/learning-center/personal-finance/retirement/how-to-max-out-your-retirement

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Tyler Boccia is the Director of Client Services and Financial Professional at Palm Wealth Partners. Tyler is committed to helping his clients reach their financial goals, working primarily with business owners, professionals, and families.

His main focuses include:
- Retirement Strategies
- Maximization, Annuities
- Life & Health Insurance
- Long-term Care
- Disability Insurance
- College Planning

Schedule a consultation today to maximize your financial goals: https://calendly.com/pwpplan/20min?back=1&month=2023-04

What are the Differences Between 401(k)s and ROTH IRAs? Contact our experienced advisors at Palm Wealth Partners to see which plan best fits your needs.

https://calendly.com/pwpplan/20min?back=1&month=2023-04

Learn about the differences between Permanent vs Term Life insurance and which one best meets your needs. Contact our professionals at Palm Wealth Partners today to explore your options.

https://www.usnews.com/insurance/life-insurance/term-vs-permanent

Domenick Mancini is a founding partner and financial advisor with Palm Wealth Partners. Domenick dedicates his time to working with individuals and businesses to create customized strategies to help them achieve their financial objectives. He is also a leading member of our wealth management and investment committee which drives the asset allocation, risk management, and overall strategy of our client portfolios. His goal as a fiduciary is to maintain the highest standard of care and professionalism for all his clients.

https://palmwealthpartners.com/meet-the-team/

Meet Mario Basilone, the Co-Founder and President of Palm Wealth Partners. Learn more about our team members and the services we provide by clicking the link below.

https://palmwealthpartners.com/about-us/

“May your troubles be less, your blessings be more, and nothing but happiness come through your door.” Wishing everyone a Happy St. Patrick’s Day from all of us at Palm Wealth Partners

Broker Dealer vs. RIA? Learn about the differences and which is best for you. Contact the professionals at Palm Wealth Partners to answer your questions today.

https://smartasset.com/financial-advisor/ria-vs-broker-dealer

Lenny Tomson is the Co-Founder & CEO of Palm Wealth Partners. Lenny has dedicated 17 years to helping many individuals and families build and maintain wealth.
Learn more about Lenny by clicking here:
https://palmwealthpartners.com/meet-the-team/

Palm Wealth Partners is a Wealth Management Firm dedicated to providing the highest quality financial services. Our mission is to build and maintain long-lasting relationships. Each client receives close, personal, attention resulting in a mutual clarity of our products and services. Our main goal as professional advisors is to always be available and to provide insightful advice to help guide you through every stage of life by creating a plan that fits you and the goals you want to achieve.

We are always a phone call or email away for all of your day-to-day concerns. Contact us for a consultation today https://palmwealthpartners.com/contact-us/

Our team had a wonderful time representing Palm Wealth Partners at The Honda Classic this week!

Securing your families’ financial future doesn’t have to be confusing. Contact the financial professionals at Palm Wealth Partners today to learn more about setting your kids up for success!

How A 529 Plan To Child IRA Conversion Can Turn Your Teen Into A Middle-Class Millionaire Beginning in 2024, you can convert your child’s 529 plan to a Roth IRA. This backdoor Child IRA now becomes a valuable planning tool. Here’s a step-by-step process you can start today.

Wishing you a Happy and Healthy New Year from all of us at Palm Wealth Partners!

Don’t Forget: New RMD Rules For IRAs In 2022.

Check out this informational article from Forbes: https://www.forbes.com/sites/bobcarlson/2022/01/14/dont-forget-new-rmd-rules-for-iras-in-2022/?sh=85c5fe05f596

If you have questions about your RMDs please feel free to contact us!

Don’t Forget: New RMD Rules For IRAs In 2022 Following the old rules for RMDs could cause you to distribute more than you need to in 2022.