LOE Financial Group

Are you on the fence about working with a financial professional? This video will give you some food for thought. Watch here:

Working With A Financial Professional A financial professional is an invaluable resource to help you untangle the complexities of whatever life throws at you.

From Boats to Brokers From the Dutch East India Company to Wall Street, the stock market has a long and storied history.

Happy President’s Day!

Want to get better at managing the presidents in your wallet? Join us this Thursday at LOE Financial Group for our presentation on How Money Works!

We all want to know, “What’s next for the financial markets?” But no one knows for sure.

Where Is the Market Headed? We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”

Great outcomes start with great partnerships. Always excited to spend time with our portfolio partners to help our clients.

Education is key to everything that we do, great turnout for our Maximizing Social Security Seminar. Have a topic you would love to learn more about contact our office and we can help.

A Bucket Plan to Go with Your Bucket List A bucket plan can help you be better prepared for a comfortable retirement.

Federal Reserve Chair Jerome Powell has indicated the possibility of one more rate hike before the end of the year, but the market and a few Fed presidents are suggesting rates may be high enough.

Both Atlanta Federal Reserve President Raphael Bostic and Philadelphia Federal Reserve President Patrick Harker have joined the chorus by questioning the necessity of further rate hikes, bringing the central bank into the spotlight.

With only two meetings remaining, it is our hope that Powell and his team can navigate through the confusion caused by various economic reports and reach a consensus on future rates.

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This video asks the right questions about how you can save money for retirement without sacrificing your quality of life.

Retirement and Quality of Life Asking the right questions about how you can save money for retirement without sacrificing your quality of life.

Developing a retirement strategy? It's critical to know the differences between investment types.

Traditional vs. Roth IRA One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.

Ready to retire? Prepare with these key questions for those ready to take the big step.

Retirement Is a Beginning Key questions to answer when you are considering retirement.

Happy Anniversary to us! 35 years ago today our founder, Don Oliphant, started down the path to what would become LOE. Thank you Don for your courage and commitment!

Call our office today to schedule your mid year review.

Don’t let the year slip away without taking charge of your finances. Set aside some time for a mid-year check-up and make adjustments where needed. If you’re not sure where to begin, our latest SaportaReport has a few tips to help get you started: https://bit.ly/SR060523

Not everyday you get a carnival to watch outside your office.

We have 2 extra tickets to our Client Appreciation event. Send us a message if you would like to join us.

On this day we remember and honor our heroes who gave the ultimate sacrifice.

Our 3rd annual client appreciation event is coming up on June 2nd. If you are a client and didn’t receive an invite be sure to call our office to get on the list.

If you aren’t a client give us a call and we can fix that!

We were so honored to have the opportunity to record a new trading discussion for our home office today. We are humbled to share our knowledge with others.

The 2022 IRA contribution deadline is approaching quickly. If you haven’t contributed the maximum amount to your IRA or you would like to learn more about saving for retirement, reach out to me today.

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With many families preparing for a possible recession this year, now is a great time to sit with a financial professional to make sure you're on the right track. We offer a Financial Needs Analysis (FNA) that will give a detailed overview of your financial situation and suggest a game plan to reach your . Best of all, it's confidential and customized based off your current needs!

Message us today to get started.

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April 1 may be for the fools, but any day is a great day to review your finances. And as it is 4/01 why not take today to track down those old 401(k)’s? Don’t know where to start?

When you know your options, you have a better chance at success.

If you are considering moving out of your 401(k) at a former employer, a financial professional can help you evaluate your choices:
1. Leave it with your former employer.
2. Transfer your money to your new employer's plan.
3. Roll it over to an Individual Retirement Account (IRA).
4. Cash it out and withdraw the money.

You worked hard for your money. If you want to understand your options, we can help by offering you resources you need. Give us a call or email us.

Big shoutout to the folks at Freestyle Sign Co., Inc. for the amazing new sign. We are absolutely blown away by how this turned out!

What an absolutely stunning sunset tonight, we hope you had a chance to enjoy the day before the coming change.

We are so proud of our home office support team and all they do to help the families we serve.

Looking for that personalized touch when it comes to your mutual funds? With 20 years of being recognized by DALBAR for our customer service, you have come to the right place.

Read the full article here: http://bit.ly/3WAWD30

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We are so proud to use Primerica and PFS Investments to provide our clients with amazing support.

We are thrilled to share that has been awarded DALBAR’s prestigious gold seal of approval for the 20th consecutive year! Our clients are incredibly important to us, and we are proud to continue to offer them the best quality of care in the financial services industry.

Read more about what our clients have to say about our business: Bit.ly/PriReviews

Now is the time and this is the year to figure out HOW MONEY WORKS! Join us tomorrow night as we teach the rules of money that you need to know to take control of your finances. Register for this free webinar at:

https://us02web.zoom.us/webinar/register/WN_ssw9zFdjRs6p4jmVu1utcQ