Congrats to Andrew Martin and Erin Logston for major milestones in their professional development! 📚 Andrew has successfully passed the SIE, Series 7, and Series 66 exams. 📚 Erin has completed the HS300 and HS323 courses. #ProperWealth #TeamSuccess

Pumpkins, costumes, and candy are fun to plan for… retirement and investing, not so much. Luckily, that is where we come in. Happy Halloween from all of us at Proper Wealth! #ProperWealth #Halloween #Retirement

Starting a business takes planning, persistence, and a clear financial strategy. This National Entrepreneurship Month, take time to align your business goals with your personal financial plan. #NationalEntrepreneurshipMonth #Entrepreneurship #FinancialPlanning #ProperWealth

This National Adoption Month, we honor those who open their hearts and homes. At Proper Wealth, we understand that every family deserves a financial plan that understands and supports their goals and values. #NationalAdoptionMonth #FamilyPlanning #FinancialPlanning #ProperWealth

Join us in wishing a Happy Birthday to Taylor Langston! Wishing you a wonderful year ahead filled with happiness and success. #TeamProper #HappyBirthday #Celebrate

This Veterans Day, we honor those who served with courage, strength, and unwavering dedication to others. Your service continues to inspire us to lead with purpose in all that we do. #VeteransDay #ThankYouVeterans #Gratitude #ProperWealth

Wealth management is more than investing. Our guide highlights key strategies to help individuals, families & business owners build, protect & grow their financial success. bit.ly/4hFGdT1 #TallahasseeWealthManagement #FinancialPlanning #RetirementPlanning #ProperWealth

Whether you're launching a venture or expanding an existing one, understanding your financing options can make all the difference. Smart financial planning helps keep your business moving forward. #NationalEntrepreneurshipMonth #BusinessFinancing #FinancialPlanning #ProperWealth

For many owners, their company is their largest asset, yet few have a plan for how they will eventually transition or sell it. Our blog explains how financial planning connects business & personal wealth. bit.ly/4qCKCKo #WealthManagement #BusinessOwners #ProperWealth

The holiday season is here, and we want to share our updated office hours so you can plan ahead. We appreciate the opportunity to support you and your family, today and throughout the year. #HolidaySchedule #HolidayHours #ProperWealth

True wealth is creating balance between finances, goals, & the life you want to live. At Proper Wealth, we help you turn financial confidence into lasting progress, one thoughtful decision at a time. #ProperWealth #WealthManagement #TallahasseeFinancialAdvisor #FinancialGoals

Taxes can be one of the most complex parts of running your company. At Proper Wealth, we help you by identifying opportunities for deductions, coordinating with your CPA & aligning your strategy with your overall financial goals. #NationalEntrepreneurshipMonth #ProperWealth

This Thanksgiving, we’re thankful for the families, individuals, and business owners who allow us to be part of their financial journey. Wishing you a holiday filled with connection, reflection, and all the comforts of home. #Thanksgiving #Gratitude #Family #ProperWealth

December is a natural pause point. Before the year closes, connect with our team to review your plan, tax strategy & investments so every part of your financial life works together. bit.ly/47VE16K #FinancialPlanning #TallahasseeFinancialAdvisors #ProperWealth

This National Write a Business Plan Month, step back & look at the decisions that drive growth. At Proper Wealth, we help business owners bring structure & purpose to their strategy so they can move forward with greater intention. #ProperWealth #BusinessStrategy #BusinessPlanning

Giving season is here. If charitable giving is part of your values, we can help you structure gifts in a way that aligns with both generosity and tax efficiency. Thoughtful planning supports causes that matter most to you. #ProperWealth #CharitableGiving #TaxPlanning

An estate plan is more than a set of documents. It's a way to shape how values, priorities, & intentions live on. Our latest blog looks at how Tallahassee families can approach it with a deeper purpose. bit.ly/44oGkN8 #EstatePlanning #TallahasseeFinance #ProperWealth

This National Write a Business Plan Month, take time to map out goals, outline financial assumptions & think through risks. At Proper Wealth, we help business owners turn thoughtful planning into informed decision-making. #ProperWealth #BusinessPlanning #FinancialPlanning

For families, the holidays often bring big conversations about the future. If you are thinking about retirement timing, legacy decisions, or college planning, our advisors can help you turn those ideas into actionable strategy. #ProperWealth #FamilyFinance #RetirementPlanning

December prompts people to think about the bigger picture. Whether you're focused on building wealth, protecting what you have created, or preparing for your next chapter, our planning process adapts as life evolves. #ProperWealth #WealthBuilding #TallahasseeFinancialAdvisors