Azimont Group

Happy Labor Day! Today, we celebrate the hard work and dedication of all workers. Enjoy a well-deserved break with your loved ones.

Football Friday is upon us! 🏈 As Texas gears up for another thrilling season, we know rivalries run deep. Whether you're cheering for the Longhorns, Aggies, or another favorite team, let's kick off the season with some friendly office competition. Who are you rooting for this year?

Thinking about the legacy you'll leave? Starting early can make all the difference. Begin shaping your future today—our team is ready to guide and support you at every step. Let’s build a legacy you're proud of together.

Optimizing executive benefits can transform your professional and personal life. Let’s discuss how to leverage these perks to align with your long-term financial goals.

Understanding how your benefits align with your financial goals can make a big difference in your planning. Whether it’s a 401(k) match or health savings options, taking the time to align these benefits can help support your financial future. Have you checked how well your benefits align with your goals lately?

Do you plan to help your child or grandchild pay for college? We, along with your tax professional, can help you evaluate how to take advantage of the tax code to save more.

Tax strategies for college savings and gifting Use the tax code to your benefit for a loved one’s education

Today marks another wonderful year with Sarah on our team! 🎉 Sarah, your warmth, dedication, and creativity light up our workplace every day. Thank you for all the laughs, hard work, and memories over the years. We’re so grateful to have you with us and can't wait to see what the future holds.

A great financial advisory team listens before they speak. We're committed to understanding your unique story to tailor strategies that meet your dreams and challenges. Let's start a conversation today.

It’s that time of year again—back to school! 📚🍎 We’re sending best wishes to all the students and teachers embarking on another year of discovery and growth. Do you have any special first-day traditions or memories? Let’s hear them! Here’s to a year filled with learning and laughter.

August is Golf Month! Whether you're playing for leisure or networking, golf teaches us patience, strategy, and the importance of staying the course.

This week we celebrate Chris's work anniversary! 🎉 Chris, your dedication and passion have not only shaped our success but also inspired each of us over the years. Thank you for all your incredible work and for the time you've committed to excellence.

Happy 4th of July! Wishing you a day filled with celebration, family, and fun.

Feeling overwhelmed by Medicare options? Don't worry, we're here to help! Check out the attached article for info on navigating the dos and don'ts of Medicare. With this valuable information, you can confidently make informed decisions about your healthcare coverage.

https://bit.ly/45QCmg6

Attention parents! The FAFSA deadline is quickly approaching on June 30th. Help your child apply so they don't miss out on vital financial aid opportunities for college. The Azimont Group is here to help you through the process.

Without action from Congress, Social Security will be unable to fully pay benefits starting in 2035, according to 2024 OASDI Trustees Report. If you are concerned about the uncertainty of these funds, we can work to add more flexibility into your personalized retirement income plan.

Social Security Trustees Project Fund Shortfall in 2035 Benefits would be cut by 17% without action by Congress

Estate planning is a team sport, typically involving you, your family and numerous other professionals. We are here to help assemble and coordinate your team to draft a plan unique to you and your legacy goals.

How to choose an estate planning team What to look for in an attorney, trustee, executor and other critical roles.

Our office will be closed on June 19th, 2024 in observance of Juneteenth - and will reopen during our normal business hours tomorrow, June 20th.

Happy Father's Day to all the incredible dads out there! Today, we celebrate you and the countless ways you've shaped our lives with your love and wisdom.

Baby boomers are poised to pass on $84.4 trillion in wealth over the next two decades. Whether your inheritance is big or small, you don’t have to navigate the complexities alone. We will guide you through the process and help you determine how your inheritance may impact your financial goals.

Preparing for — and managing — an inheritance Effectively navigate the process of receiving and managing inherited wealth with this guide.

A thoughtful estate plan goes beyond who gets what. Let’s discuss the full benefits of an estate plan and how to get started.

The basics of estate planning Learn the fundamentals of estate planning and how it can benefit your legacy and loved ones.

As your children prepare to leave for college, it's crucial to remember to prioritize your own well-being. Allow us to help you in maintaining a robust financial foundation, matching the dedication you've shown in providing your children with quality education!

Lead your business, own your finances. Let the Azimont Group guide you through the complexities of wealth management.

Exploring strategies to manage capital gains taxes? We offer insights and guidance that could help you navigate the complexities of tax planning in partner with your tax professional. Let's discover ways to help effectively manage your investment growth!

https://bit.ly/3V4KeW6

This Memorial Day, we pause to remember and honor the brave souls who gave everything for our freedom. Their courage and sacrifice will never be forgotten. Wishing everyone a peaceful and reflective Memorial Day. Let's hold our heroes in our hearts and cherish the liberty they fought for.

Balancing the growth and protection of your legacy requires careful strategy. At Azimont, we explore various approaches tailored to your unique circumstances. Learn more about how we can assist in planning for your family’s long-term prosperity.

Throwing it back to our special team lunch last month, where we celebrated all the April birthdays! 🎉 It's moments like these that strengthen our bonds and remind us of the vibrant community we've built at Azimont. Here's to many more celebrations together!

Raising a toast to the remarkable women in our lives—the mothers, grandmothers, and maternal figures who inspire, support, and lead us. Your strength, love, and wisdom brighten our days. Wishing a very Happy Mother's Day to all the incredible moms out there. We are grateful for all that you do. 💐

Happy belated Birthday to Harry Sidhu! 🎉 Not just an exceptional financial advisor at Azimont Group, but a true friend and mentor to many. Your wisdom, dedication, and genuine care for your clients shine every day. Here's to more adventures and successes in the year ahead. Enjoy your day, Harry!