Celli Financial Group

Did you know that over half of all U.S. adults are anxious about their finances?

It's a new year, a new opportunity to gather those goals, connect with a Financial Representative and take action in securing your financial future.

Remember when you have a financial plan designed specifically for your life and goals, you can feel good about saying yes to the things that matter most to you and your family.

Want to feel better about your finances? Connect with our team today.

What's your biggest, most monumental goal for 2023? We have a Financial Representative for that too. Ready when you are.

Financial security is an important goal to aim toward because no one enjoys being stressed over money. In fact, you can begin working towards it today, with these easy financial habits...

~ Learning self-control
~ Knowing how to budget
~ Starting an emergency fund
~ Saving for retirement
~ Getting a grip on taxes

If you had financial goals that led to financial security, what would your life look like?

The goal of financial freedom will take time and consistency, but with investments you can begin to work towards it right now as investing is one of the best ways to build wealth over time.

In addition, investing is just one part of a larger financial plan, which will look at your entire financial picture and how all the pieces fit together. A financial advisor can help you build the investment portfolio and financial plan that are right for you.

We invite you to reach out if you’d like more information about how investments fit into your financial plan.

What to Know When You Start Investing If you haven’t done it before, investing can feel overwhelming. But as with all things, a little knowledge about the basics of investing can help you get started.

May the New Year fill everyone’s life with colours of happiness and prosperity, Happy New Year, from our team to you and your family!

Welcome to our dynamic team, Christian! The entire office welcomes you, and we know as a collective we will become a tight-knit group of enthusiastic, creative people. Cheers to having a long and successful journey together.

Inflation has certainly been the primary buzzword for 2022, and its impact is squeezing not only our current budgets but also our financial plans for the future.

No matter what the economic environment is like when you retire, having a comprehensive plan in place is the best way to ensure your peace of mind.

Reach out to our team if you have questions about how recent government actions and the current economy are affecting your retirement plan.

How Inflation Is Impacting Retirement Planning It’s important to take into account how rising costs could affect your retirement plan. Here’s how to make sure your plan is solid.

The gift of love. The gift of peace. The gift of happiness. May all these be yours this Christmas.

Our team wishes you a magical Holiday Season.

Hot !

In all the years the US had a divided government, one-year returns for the market have been positive 70% of the time.

We are here to remind you that our advisors take a personalized approach starting with you—we base your plan on your priorities, so flexibility is built-in, keeping you on track to consistently meet goal after goal. So you can worry less and live more.

Reach out today to discuss how to keep your financial plan on track.

We believe in doing the right thing.

Every day we get to wake up, show up and impact the lives of others. As a team, we join forces, empower one another and express gratitude to our community for trusting in us to secure your financial future. Our financial strength powers yours.

We are thankful for YOU 365 days a year.

A great big warm welcome! You were hand-picked to join our team because we believe in you and the unique talents you have to offer. We know your fresh set of eyes, motivation and drive will help us to the next level.

Come visit our offices today, meet Edward and be on your way to a financial future you love!

DID YOU KNOW...

81% of U.S. adults who work with a financial advisor say they feel happier and sleep better, according to a 2022 Northwestern Mutual study.

That’s because when you feel good about your money, you feel better overall—we’ve seen it.

Want that to be you? We can design your financial plan so you won’t have to wonder if you can live the life you’ve always wanted, you’ll know you can.

The foundation of every great team is a direction that energizes, orients,
and engages its members. Our team at Celli Financial Group is diverse, dispersed, digital, and dynamic. Celebrating and encouraging collaboration over competition!

Are you looking to join a team like this? Let's connect. Take the leap. Believe in yourself. Trust your talents.

Dignity, Freedom and Justice for ALL!

Human rights are not a privilege conferred by government, they are every human being's entitlement by virtue of his humanity- Mother Teresa.

Join us in providing a space to raise awareness and drive visibility to our community, our rights and the rights of others.

Together Everyone Achieves More!

People are the power behind Northwestern Mutual, and diversity makes that power even greater. We are committed to providing a diverse, inclusive environment where all of us can realize our individual potential.

Join our growing team today!

Education is KEY.

And just like that, the time has come for the 2022 .

The Forbes Wealth Summit will convene leading financial experts to discuss the complex issues weighing on the minds of investors today, including ways to protect against inflation, opportunities in the private markets, as well as the role of digital assets in portfolios.

Click below to view all summit details.
https://www.forbes.com/connect/event/2022forbeswealthsummit?promo=NWM2&tr=true

The holidays can bring joy, but it is not uncommon to experience stress, depression and anxiety as well.

While you may often feel pressure to keep spirits up and a smile on your face during the holidays- it's ok to embrace all the emotions, reflect and remain grounded.

Remember, being realistic, planning ahead and seeking support can help ward off stress and depression. Change the perspective, be present and enjoy the moment with your loved ones.

We can do this together!

No matter what shifts happen in the housing market, working with a real estate agent and a financial advisor can help you create the best plan to get you moved into the home you’ve been dreaming about.

Our Financial Representatives can help work out a plan to help you feel more confident about reaching your goal.

5 Questions to Answer If You Want to Buy Your Dream Home in 2023 If buying your dream home tops your goals list, answering these questions can help you get there. Here’s how to make homeownership a reality in 2023.

Congratulations and welcome aboard.

We are beyond thrilled to have you at the NMB team. We know how much of an asset you will be within our family, and we can't wait to see all that you accomplish.

Let's get it Savannah- Cheers to reaching new heights.

Celebrate your personal GROWTH.

How have you become better?

What we feel about ourselves is how the world will likely respond to us.

Celebrate the small wins, pat yourself on the back, and keep at it. Keep impacting lives for generations to come, this alone brings a smile to our faces!

Social Security payments will rise next year to keep up with inflation.

But the math behind the hike is all the more reason it can pay to delay filing for benefits.

Head to the blog for the full story, you won't want to miss this!

Why Now May Not Be the Best Time to Take Social Security Social Security payments will rise next year to keep up with inflation. But the math behind the hike is all the more reason it can pay to delay filing for benefits.

It's a NEW DAY!

And that means we are raising the bar!!

We are raising our standards, our expectations, and raising our vibes!

There is no settling today. No mediocrity. No just getting by.

Josel, our Financial Representative is ready to build a working relationship with you!

Happy Day!

65% of Americans are ready for a career change.

People are looking for something that gives them flexibility, opportunity, and purpose.

Why wonder what a career like that would be like when you can start making it happen today?

We can help you get started.

Representation is access and opportunities to simply dream.

Seeing stories, being casted in films, tables and seats filled that reflect and relate to a specific audience is what allows those who align to know it's possible. Each one of us holds a gift, a power to connect and to show the world you can do it too.

As we close out Hispanic Heritage Month, let's continue to enforce, advocate and amplify our diverse community.

Be VALUED.

Source: Nielsen

Working for one of the financially strongest companies in America means my clients can count on me to be there whenever they need me.

Find out more about our commitment to delivering industry-leading value now and for years to come.

We envision a world in which mental health is valued, promoted and protected.

Here business is personal.

Your financial advisors will want to hear about any goals you have, personal, financial or professional. And if you don't have all the answers, that's ok. We'll help you figure out what's really important for you and your family- now and years from now.

Everyone has an equal opportunity to enjoy mental health and to exercise our human rights- to have access to the mental health care they need.

Let's join the movement of promoting World Mental Health 365 days a year.

Don't adapt to the energy in the room. INFLUENCE the energy in the room!

Each team member at Celli Financial Group owns unique gifts and talents, and that is exactly what shapes the culture and workplace to a vibrant and healthy space where we have fun and impact the lives of our community.

How cool is that?

Are you ready to have fun and design the life of your dreams?