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Theia Financial
Добавлен 21 июн 2023
At Theia Financial we help 𝒂𝒄𝒄𝒐𝒎𝒑𝒍𝒊𝒔𝒉𝒆𝒅 𝒘𝒐𝒎𝒆𝒏 create a comfortable, safe, flexible, personalized retirement income plan that supports their desired retirement lifestyle.
We understand why financial planning feels like another chore to many people, and it’s why we focus on helping women-regardless of where they live-enjoy the retirement lifestyle that they’ve always dreamed of.
𝗪𝗲 𝗵𝗲𝗹𝗽 𝗮𝗰𝗰𝗼𝗺𝗽𝗹𝗶𝘀𝗵𝗲𝗱 𝘄𝗼𝗺𝗲𝗻 𝗽𝗹𝗮𝗻 𝗳𝗼𝗿 𝗮 𝘀𝘂𝗰𝗰𝗲𝘀𝘀𝗳𝘂𝗹 𝗿𝗲𝘁𝗶𝗿𝗲𝗺𝗲𝗻𝘁 𝘁𝗵𝗿𝗼𝘂𝗴𝗵:
✔️ INCOME STRATEGIES
✔️ WEALTH MANAGEMENT
✔️ TAX PLANNING
✔️ ASSET PROTECTION
✔️ ESTATE CONSERVATION
Investment advisory services offered through Brookstone Wealth Advisors, LLC (BWA), a registered investment advisor. BWA and Brookstone Capital Management, LLC are affiliated companies. BWA and Theia Financial are independent of each other. Insurance products and services are not offered through BWA but are offered and sold through individually licensed and appointed agents.
We understand why financial planning feels like another chore to many people, and it’s why we focus on helping women-regardless of where they live-enjoy the retirement lifestyle that they’ve always dreamed of.
𝗪𝗲 𝗵𝗲𝗹𝗽 𝗮𝗰𝗰𝗼𝗺𝗽𝗹𝗶𝘀𝗵𝗲𝗱 𝘄𝗼𝗺𝗲𝗻 𝗽𝗹𝗮𝗻 𝗳𝗼𝗿 𝗮 𝘀𝘂𝗰𝗰𝗲𝘀𝘀𝗳𝘂𝗹 𝗿𝗲𝘁𝗶𝗿𝗲𝗺𝗲𝗻𝘁 𝘁𝗵𝗿𝗼𝘂𝗴𝗵:
✔️ INCOME STRATEGIES
✔️ WEALTH MANAGEMENT
✔️ TAX PLANNING
✔️ ASSET PROTECTION
✔️ ESTATE CONSERVATION
Investment advisory services offered through Brookstone Wealth Advisors, LLC (BWA), a registered investment advisor. BWA and Brookstone Capital Management, LLC are affiliated companies. BWA and Theia Financial are independent of each other. Insurance products and services are not offered through BWA but are offered and sold through individually licensed and appointed agents.
Taking Financial Risk and Feeling Protected in Retirement | Theia Financial
Being in the market is like navigating through shifting tides - sometimes calm, often turbulent. While we can't control the market's fluctuations, we're here to empower you with knowledge and guidance to 𝗻𝗮𝘃𝗶𝗴𝗮𝘁𝗲 𝘁𝗵𝗲𝘀𝗲 𝘄𝗮𝘁𝗲𝗿𝘀 𝘄𝗶𝘀𝗲𝗹𝘆! 🧭
We encourage you to embrace the risks you're willing to take, but it's essential to 𝗰𝗼𝗻𝘀𝗶𝗱𝗲𝗿 𝘁𝘄𝗼 𝗰𝗿𝗶𝘁𝗶𝗰𝗮𝗹 𝗳𝗮𝗰𝘁𝗼𝗿𝘀: understanding your risk tolerance and safeguarding a portion of your funds, should the tides switch on you unexpectedly! 🌊
From understanding risk tolerance to devising strategic investment plans, we aim to help you 𝗺𝗮𝗸𝗲 𝗶𝗻𝗳𝗼𝗿𝗺𝗲𝗱 𝗱𝗲𝗰𝗶𝘀𝗶𝗼𝗻𝘀 amidst the market's ups and downs.
Reach out to the team at Theia Financial through our 𝗹𝗶𝗻𝗸 𝗯𝗲𝗹𝗼𝘄 to discuss...
We encourage you to embrace the risks you're willing to take, but it's essential to 𝗰𝗼𝗻𝘀𝗶𝗱𝗲𝗿 𝘁𝘄𝗼 𝗰𝗿𝗶𝘁𝗶𝗰𝗮𝗹 𝗳𝗮𝗰𝘁𝗼𝗿𝘀: understanding your risk tolerance and safeguarding a portion of your funds, should the tides switch on you unexpectedly! 🌊
From understanding risk tolerance to devising strategic investment plans, we aim to help you 𝗺𝗮𝗸𝗲 𝗶𝗻𝗳𝗼𝗿𝗺𝗲𝗱 𝗱𝗲𝗰𝗶𝘀𝗶𝗼𝗻𝘀 amidst the market's ups and downs.
Reach out to the team at Theia Financial through our 𝗹𝗶𝗻𝗸 𝗯𝗲𝗹𝗼𝘄 to discuss...
Просмотров: 1
Видео
Our Accomplished Woman: Cathy Mendell
Просмотров 314 дней назад
Being a virtual firm, Theia Financial can be 𝗮𝗻𝘆𝘄𝗵𝗲𝗿𝗲 𝘆𝗼𝘂 𝗻𝗲𝗲𝗱 it, at any time! 📍 In this interview, Pete offers insight into Theia’s company culture, guided by 𝘁𝗵𝗲𝗶𝗿 𝘁𝗿𝗮𝗶𝗹𝗯𝗹𝗮𝘇𝗶𝗻𝗴 𝗹𝗲𝗮𝗱𝗲𝗿, 𝗖𝗮𝘁𝗵𝘆, who is always looking for new ways to grow and help you thrive in retirement! 👀 If you’re looking to work with a hardworking and innovative team to plan your retirement, reach out to us through our 𝗹𝗶𝗻𝗸...
2 Ways to Generate an Investment Return? | Theia Financial
Просмотров 3Месяц назад
Wonder 𝘄𝗵𝗲𝗿𝗲 𝘆𝗼𝘂𝗿 𝗿𝗲𝘁𝘂𝗿𝗻 𝗰𝗼𝗺𝗲𝘀 𝗳𝗿𝗼𝗺? It's likely a blend of appreciation plus dividends and interest! What do these things mean exactly? 𝗟𝗲𝘁'𝘀 𝗯𝗿𝗲𝗮𝗸 𝗶𝘁 𝗱𝗼𝘄𝗻: 🔷 𝗔𝗽𝗽𝗿𝗲𝗰𝗶𝗮𝘁𝗶𝗼𝗻: Think buying low and selling high. 🔷 𝗶𝘃𝗶𝗱𝗲𝗻𝗱𝘀 𝗮𝗻𝗱 𝗶𝗻𝘁𝗲𝗿𝗲𝘀𝘁: It's getting paid for owning assets! Want to dive deeper into how these factors shape your returns, or how you can use them to diversify your portfolio? Reach o...
How Much Money Do YOU Need To Retire?
Просмотров 672Месяц назад
Some of 𝘁𝗵𝗲 𝗯𝗶𝗴𝗴𝗲𝘀𝘁 𝗾𝘂𝗲𝘀𝘁𝗶𝗼𝗻𝘀 we get regarding retirement are “How much do I need to retire?” and “Will I have enough for a comfortable retirement?” Unfortunately, there is no one-size-fits-all answer to those questions... because retirement is 𝗻𝗼𝘁 𝗼𝗻𝗲-𝘀𝗶𝘇𝗲-𝗳𝗶𝘁𝘀-𝗮𝗹𝗹! 🙅♀️ 𝙏𝙝𝙚 𝘼𝙘𝙘𝙤𝙢𝙥𝙡𝙞𝙨𝙝𝙚𝙙 𝙒𝙤𝙢𝙖𝙣'𝙨 8th episode covers the reality of these questions and ways to 𝗳𝗶𝗻𝗱 𝘁𝗵𝗲 𝗮𝗻𝘀𝘄𝗲𝗿𝘀! By looking at your ...
Social Security Benefits for Women: Part 2
Просмотров 182 месяца назад
Retirement income should not be solely derived from Social Security. Your benefit should be 𝘂𝘀𝗲𝗱 𝗶𝗻 𝗰𝗼𝗻𝗷𝘂𝗻𝗰𝘁𝗶𝗼𝗻 𝘄𝗶𝘁𝗵 𝗼𝘁𝗵𝗲𝗿 𝗮𝘀𝘀𝗲𝘁𝘀, such as a 401(k) plan or a traditional IRA. 📬 Because women live longer and earn less on average, finding ways to 𝗲𝗳𝗳𝗶𝗰𝗶𝗲𝗻𝘁𝗹𝘆 𝗴𝗲𝗻𝗲𝗿𝗮𝘁𝗲 𝗶𝗻𝗰𝗼𝗺𝗲 is of utmost importance! Most people are unaware of the many rules that govern Social Security, which can be a complex progr...
Social Security Claiming Strategy Pitfalls
Просмотров 42 месяца назад
Social Security Claiming Strategy Pitfalls
Social Security Benefits for Women: Part 1
Просмотров 643 месяца назад
Social Security Benefits for Women: Part 1
Market Volatility & Timing Risk in Retirement
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Market Volatility & Timing Risk in Retirement
Investing Strategically in the Stock Market
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Investing Strategically in the Stock Market
From Passion to Purpose at Theia Financial
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The 3 Biggest Retirement Risks for Women
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When Should YOU Take Social Security?
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The Most Common Retirement Concerns Facing Women
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How Do I Turn my Savings into Retirement Income?
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How Do I Turn my Savings into Retirement Income?
When an Emergency Happens, It Helps to Have a Professional Onboard
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Riding the Market Roller Coaster in Retirement
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The Theia Retirement Blueprint - Income Planning Process
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The Theia Retirement Blueprint - Legacy Planning Process
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