Longbow Capital Partners

Longbow Capital Partners Personalized planning for your financial goals. Your financial goals, aspirations and investment needs are just that – yours.

And your financial plan should reflect that. So rather than ask you to settle for an off-the-shelf investment program, we’re here to provide you with personalized financial planning based on your goals, your time frame and your particular tolerance for risk. We can provide you with just the right combination of financial services, support and guidance that make the most sense for you. We’ll also b

e there to help you each step of the way in the pursuit of your personal financial goals.

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PATRICK LONG
CFP®
FINANCIAL ADVISOR

WARREN FLYNT
CFP®
FINANCIAL ADVISOR

David Hayes
CFP®
FINANCIAL ADVISOR

04/09/2026

Every spring, millions of Americans breathe a collective sigh of relief after filing their taxes. The documents are submitted, the receipts are archived, and the sense of completion is real. For many people, tax season feels like the...

Markets may fluctuate—life doesn’t wait. This quarter, we celebrated new jobs, new homes, and growing families with our ...
04/08/2026

Markets may fluctuate—life doesn’t wait.

This quarter, we celebrated new jobs, new homes, and growing families with our clients—and those moments never get old.

It’s the “why” behind everything we do. Helping people move forward with confidence, no matter what the markets are doing.

That’s the real purpose behind financial planning: giving you the freedom to focus on what matters most.

Good swings, better company, and a great cause.Proud to support Ask us or check them out to learn more!
03/19/2026

Good swings, better company, and a great cause.
Proud to support
Ask us or check them out to learn more!

❓ College vs. Retirement: Where should your extra money go?Even when the ability to do both exists, the order matters.🔍 ...
12/30/2025

❓ College vs. Retirement: Where should your extra money go?

Even when the ability to do both exists, the order matters.

🔍 Key considerations:
▪️ Consider retirement first: Compounding works best when funds are invested earlier. And, as you know, there are no loans for retirement.
▪️ Education has flexibility: Scholarships, grants, and student loans can fill gaps if needed.
▪️ Timing matters: The mix between retirement and education funding can shift as they near college age and/or retirement approaches.

💡 Pro Tip:
You may benefit from focusing on retirement needs first, then using surplus cash flow for education funding strategies.

Of course, you need to revisit this periodically to stay aligned with market conditions and family goals.

Smart preparation makes it possible to retire and support education in a way that fits your overall wealth strategy. We’re here to help.

From our families to yours, Merry Christmas.
12/24/2025

From our families to yours, Merry Christmas.

🏡 When downsizing in retirement, is it better to buy or rent?For many retirees, selling a long-time home can free up som...
12/22/2025

🏡 When downsizing in retirement, is it better to buy or rent?

For many retirees, selling a long-time home can free up some capital, but the next step isn’t always obvious.

The decision comes down to several key factors:
▪️ Liquidity: Proceeds from selling a home can be invested, but buying again may lock up some capital.
▪️ Flexibility: Renting is one approach to testing a new city, preparing to relocate again, or wanting to avoid maintenance obligations.
▪️ Costs: Buying can offer some stability on housing payments (especially with no mortgage) but adds property taxes and upkeep, while rent might rise over time.
▪️ Legacy goals: Ownership may still be appealing if passing property to heirs is part of the strategy.

💭 Downsizing is often one of the biggest financial transitions in retirement, and the buy-versus-rent choice can meaningfully impact cash flow, lifestyle, and estate management.

Working with a financial professional can help you evaluate which option best aligns with long-term goals. We’re here to help if you or someone you know is facing this decision.

❓ Why do most New Year’s resolutions fade before spring?Nearly half of Americans set resolutions each year, yet most giv...
12/18/2025

❓ Why do most New Year’s resolutions fade before spring?

Nearly half of Americans set resolutions each year, yet most give up within four months.

The good news…
Small changes in how you set goals can dramatically improve your chances of success.

Here are 5 tips to help make goals stick in 2026:
1️⃣ Use SMART Goals: Specific, Measurable, Achievable, Relevant, and Time-bound
2️⃣ Write Them Down: Increases success rates by 42 percent
3️⃣ Share Them with Someone You Trust: Follow-through can jump to 95 percent
4️⃣ Keep It Simple: Focus on 2–3 priorities at a time
5️⃣ Celebrate Progress: Recognizing wins builds motivation

The same principles that make a personal financial strategy work apply to all areas of life: clear goals, steady progress, and accountability.

✨ Taking time this December to set your goals may be one of the best gifts you give yourself.

What’s one goal you want to pursue in 2026?

#2026

📈 Good news for your retirement savings in 2026!The IRS has announced increased contribution limits for key retirement a...
12/17/2025

📈 Good news for your retirement savings in 2026!
The IRS has announced increased contribution limits for key retirement accounts, giving you more opportunity to save for your future. Here’s what’s changing for the 2026 tax year:
✨ 401(k), 403(b), and similar plans
• Standard employee contribution limit: $24,500 (up from $23,500)
• If you’re 50 or older, you can add an extra $8,000 in catch-up contributions
• If you’re age 60–63, you may be eligible for up to $11,250 in catch-up contributions if your plan allows
✨ Traditional and Roth IRAs
• Standard contribution limit: $7,500 (up from $7,000)
• If you’re 50 or older, you can contribute an additional $1,100 as a catch-up contribution
If you contribute monthly or are planning your 2026 savings strategy, now is the perfect time to review your contribution amounts and adjust your payroll deferrals so you make the most of these higher limits. Regular planning helps you stay on track with your long-term goals — especially early in the year.
We’re here to help you interpret these changes and fine-tune your plan to fit your goals. Reach out if you’d like to revisit your contribution strategy!

💭 What Would You Do With an Additional $17,000/year?That’s roughly the annual cost of raising a child in the U.S., addin...
12/12/2025

💭 What Would You Do With an Additional $17,000/year?

That’s roughly the annual cost of raising a child in the U.S., adding up to a total of $320,000 by age 18 for a middle-income family.

For some families, the number is often higher when you factor in:
• Private school tuition
• Travel and enrichment activities
• College savings goals (often fully funding four years)

💡 Why It Matters for Wealth Strategies
Even if cash flow isn’t an issue, raising children introduces a series of long-term financial decisions:
• When and how to fund education
• Preparing for potential multigenerational wealth transfer

🧠 A Useful Thought Exercise
If you knew your annual spending would increase by $17K–$50K+ for nearly two decades, how would you adjust your investment strategy, estate strategy, or gifting approach today?

For many families, these aren’t questions of affordability, but rather questions of intentional design: aligning financial resources with the life they want to create for their children and grandchildren.

The office got a little refresh! New signs, same commitment to serving you well. We’re easier to spot than ever- stop by...
12/11/2025

The office got a little refresh! New signs, same commitment to serving you well. We’re easier to spot than ever- stop by and say hello!

Address

2917 Central Avenue, Suite 211
Birmingham, AL
35209

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm

Telephone

+12053829890

Website

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