The Advisory

The Advisory The Advisory is an intentionally ๐’Š๐’๐’„๐’๐’–๐’”๐’Š๐’—๐’† financial ๐’ƒ๐’๐’–๐’•๐’Š๐’’๐’–๐’† whose advisors work to make financial f

The Advisory team aims to ๐˜€๐—ถ๐—บ๐—ฝ๐—น๐—ถ๐—ณ๐˜† the financial planning process by ๐’†๐’…๐’–๐’„๐’‚๐’•๐’Š๐’๐’ˆ and ๐’ˆ๐’–๐’Š๐’…๐’Š๐’๐’ˆ you through:

1๏ธโƒฃ ๐—ฅ๐—ถ๐˜€๐—ธ ๐— ๐—ฎ๐—ป๐—ฎ๐—ด๐—ฒ๐—บ๐—ฒ๐—ป๐˜:
Determining your appropriate ๐ซ๐ข๐ฌ๐ค ๐ญ๐จ๐ฅ๐ž๐ซ๐š๐ง๐œ๐ž ๐š๐ง๐ ๐œ๐š๐ฉ๐š๐œ๐ข๐ญ๐ฒ ๐ข๐ฌ ๐œ๐ซ๐ข๐ญ๐ข๐œ๐š๐ฅ when customizing an investment strategy that meets your individual needs. We assist with identifying your risk limitation and even assign you a ๐๐ž๐ซ๐ฌ๐จ๐ง๐š๐ฅ ๐‘๐ข๐ฌ๐ค ๐’๐œ๐จ๐ซ๐ž. This score helps us to ๐ฉ๐ซ๐จ๐ญ๐ž๐œ๐ญ ๐š ๐ฉ๐จ๐ซ๐ญ

๐ข๐จ๐ง ๐จ๐Ÿ ๐ฒ๐จ๐ฎ๐ซ ๐ง๐ž๐ฌ๐ญ-๐ž๐ ๐ , ๐ฌ๐จ ๐ฒ๐จ๐ฎ ๐œ๐š๐ง ๐ฅ๐ข๐ฏ๐ž ๐š ๐ฌ๐ญ๐ซ๐ž๐ฌ๐ฌ-๐Ÿ๐ซ๐ž๐ž ๐ซ๐ž๐ญ๐ข๐ซ๐ž๐ฆ๐ž๐ง๐ญ knowing you have some principal protection within a portion of your assets. Once protection has been secured within your portfolio, we are able to advise on an investment strategy for the remaining assets.

2๏ธโƒฃ ๐—œ๐—ป๐—ฐ๐—ผ๐—บ๐—ฒ ๐—ฃ๐—น๐—ฎ๐—ป๐—ป๐—ถ๐—ป๐—ด:
Retirement income used to be a lot more straightforward and simple. Most retired with a Social Security paycheck, some personal savings, and a pension. Sadly, many pension plans have been phased out as companies shift that responsibility to the individual. ๐Ž๐ฎ๐ซ ๐ ๐จ๐š๐ฅ ๐ข๐ฌ ๐ญ๐จ ๐ก๐ž๐ฅ๐ฉ ๐ฒ๐จ๐ฎ ๐ฆ๐š๐ฑ๐ข๐ฆ๐ข๐ณ๐ž ๐ฒ๐จ๐ฎ๐ซ ๐ˆ๐‘๐€โ€™๐ฌ, ๐Ÿ’๐ŸŽ๐Ÿ(๐ค)โ€™๐ฌ, ๐ฉ๐ž๐ซ๐ฌ๐จ๐ง๐š๐ฅ ๐ฌ๐š๐ฏ๐ข๐ง๐ ๐ฌ, ๐š๐ง๐ S๐จ๐œ๐ข๐š๐ฅ Se๐œ๐ฎ๐ซ๐ข๐ญ๐ฒ ๐ฉ๐š๐ฒ๐ฆ๐ž๐ง๐ญ๐ฌ ๐ญ๐จ ๐ฉ๐ซ๐จ๐ฏ๐ข๐๐ž ๐ž๐ง๐จ๐ฎ๐ ๐ก ๐ฉ๐ซ๐ž๐๐ข๐œ๐ญ๐š๐›๐ฅ๐ž ๐ข๐ง๐œ๐จ๐ฆ๐ž to meet your needs and wants in retirement.

3๏ธโƒฃ ๐—”๐˜€๐˜€๐—ฒ๐˜ ๐—ฃ๐—น๐—ฎ๐—ฐ๐—ฒ๐—บ๐—ฒ๐—ป๐˜:
Itโ€™s important to understand how to position your assets in a ๐ญ๐š๐ฑ-๐ž๐Ÿ๐Ÿ๐ข๐œ๐ข๐ž๐ง๐ญ ๐ฆ๐š๐ง๐ง๐ž๐ซ. An assetโ€™s purpose is determined by its placement in your financial plan. ๐‚๐จ๐ซ๐ซ๐ž๐œ๐ญ๐ฅ๐ฒ ๐š๐ฅ๐ฅ๐จ๐œ๐š๐ญ๐ข๐ง๐  and diversifying your ๐š๐ฌ๐ฌ๐ž๐ญ๐ฌ by tax classification can help you to keep more of your hard-earned money.

Look forward to coming home to Sanford!Look forward to seeing you there.
06/11/2025

Look forward to coming home to Sanford!
Look forward to seeing you there.

New Chamber member

03/13/2023

It's not often in life that we're offered ๐Ÿ๐ซ๐ž๐ž ๐ฆ๐จ๐ง๐ž๐ฒ... ๐Ÿ˜ฏ

But that's exactly what's being presented to you when your ๐ž๐ฆ๐ฉ๐ฅ๐จ๐ฒ๐ž๐ซ ๐จ๐Ÿ๐Ÿ๐ž๐ซ๐ฌ ๐ญ๐จ ๐ฆ๐š๐ญ๐œ๐ก a percentage of your 401(k) contributions. ๐Ÿ‘

Although we're not too fond of having too much of your portfolio leveraged in ๐ญ๐š๐ฑ-๐๐ž๐Ÿ๐ž๐ซ๐ซ๐ž๐ ๐ซ๐ž๐ญ๐ข๐ซ๐ž๐ฆ๐ž๐ง๐ญ ๐ฌ๐š๐ฏ๐ข๐ง๐ ๐ฌ ๐š๐œ๐œ๐จ๐ฎ๐ง๐ญ๐ฌ, it'd be foolish to pass up the opportunity of your work helping you contribute to retirement.

Compound interest will help this money grow, so ๐˜๐—ต๐—ฒ ๐˜€๐—ผ๐—ผ๐—ป๐—ฒ๐—ฟ ๐˜†๐—ผ๐˜‚ ๐˜€๐˜๐—ฎ๐—ฟ๐˜, ๐™ฉ๐™๐™š ๐™—๐™š๐™ฉ๐™ฉ๐™š๐™ง! โฑ

For more guidance in achieving a successful and fulfilling retirement, see our ๐—น๐—ถ๐—ป๐—ธ ๐—ถ๐—ป ๐—ฏ๐—ถ๐—ผ to chat with our team! ๐Ÿ‘ฅ

03/10/2023

Soon-to-be retirees - ๐š๐ซ๐ž ๐ฒ๐จ๐ฎ ๐ซ๐ž๐š๐๐ฒ ๐Ÿ๐จ๐ซ ๐š๐ง ๐š๐๐ฏ๐ž๐ง๐ญ๐ฎ๐ซ๐ž? ๐Ÿง—

Yes? No? Maybe just some leisurely time on a beach in an exotic locale? ๐Ÿ

Traveling is at or near the top of retirement bucket lists for many people.

What you choose to do once you reach your destination is entirely up to ๐’š๐’๐’–! ๐Ÿซต

Before your arrival, you'll need direction and a strategy to get there. That's where The Advisory can help.

Our "financial travel agents" can't choose your destination, but they are ๐—ฒ๐—พ๐˜‚๐—ถ๐—ฝ๐—ฝ๐—ฒ๐—ฑ ๐˜๐—ผ ๐—ฎ๐˜€๐˜€๐—ถ๐˜€๐˜ ๐˜†๐—ผ๐˜‚ ๐—ถ๐—ป ๐˜€๐—ฎ๐—ณ๐—ฒ๐—น๐˜† ๐—ฟ๐—ฒ๐—ฎ๐—ฐ๐—ต๐—ถ๐—ป๐—ด ๐—ถ๐˜. ๐Ÿ›ฌ

See our ๐—น๐—ถ๐—ป๐—ธ ๐—ถ๐—ป ๐—ฏ๐—ถ๐—ผ to begin your travel prep today!

03/08/2023

We'll help anyone reach their ideal retirement that walks through our doors with an open mind and can-do attitude, but ๐ก๐ž๐ฅ๐ฉ๐ข๐ง๐  ๐ฐ๐จ๐ฆ๐ž๐ง ๐ซ๐ž๐š๐œ๐ก ๐ญ๐ก๐ž๐ข๐ซ๐ฌ ๐ก๐จ๐ฅ๐๐ฌ ๐š ๐ฌ๐ฉ๐ž๐œ๐ข๐š๐ฅ ๐ฉ๐ฅ๐š๐œ๐ž ๐ข๐ง ๐จ๐ฎ๐ซ ๐ก๐ž๐š๐ซ๐ญ๐ฌ. ๐Ÿ’›

As a woman and minority-owned small business, we're aware of the ๐’–๐’๐’Š๐’’๐’–๐’† ๐’„๐’‰๐’‚๐’๐’๐’†๐’๐’ˆ๐’†๐’” marginalized people face. โš ๏ธ

We're also experienced in helping those same people ๐จ๐ฏ๐ž๐ซ๐œ๐จ๐ฆ๐ž ๐ญ๐ก๐จ๐ฌ๐ž ๐จ๐›๐ฌ๐ญ๐š๐œ๐ฅ๐ž๐ฌ. ๐Ÿ™Œ

In honor of ๐ˆ๐ง๐ญ๐ž๐ซ๐ง๐š๐ญ๐ข๐จ๐ง๐š๐ฅ ๐–๐จ๐ฆ๐ž๐ง'๐ฌ ๐ƒ๐š๐ฒ, let us take a moment to reflect on women's achievements, raise awareness against biases, and push the action forward toward equality! โžก๏ธ

Getting started on your ๐ซ๐ž๐ญ๐ข๐ซ๐ž๐ฆ๐ž๐ง๐ญ ๐ฉ๐ฅ๐š๐ง๐ง๐ข๐ง๐  ๐ฃ๐จ๐ฎ๐ซ๐ง๐ž๐ฒ can seem like a chore. ๐Ÿ˜“It's even more difficult if you have ๐ง๐จ ๐ข๐๐ž๐š...
03/06/2023

Getting started on your ๐ซ๐ž๐ญ๐ข๐ซ๐ž๐ฆ๐ž๐ง๐ญ ๐ฉ๐ฅ๐š๐ง๐ง๐ข๐ง๐  ๐ฃ๐จ๐ฎ๐ซ๐ง๐ž๐ฒ can seem like a chore. ๐Ÿ˜“

It's even more difficult if you have ๐ง๐จ ๐ข๐๐ž๐š ๐ฐ๐ก๐ž๐ซ๐ž ๐ญ๐จ ๐›๐ž๐ ๐ข๐ง.

A recent study revealed that 2 out of every 10 retirees and 4 out of every 10 workers state they do not know where to go for financial or retirement planning advice. ๐Ÿคท

A journey of 1,000 miles begins with a single step, but that can be hard to do if you ๐—ฑ๐—ผ๐—ป'๐˜ ๐—ธ๐—ป๐—ผ๐˜„ ๐˜„๐—ต๐—ถ๐—ฐ๐—ต ๐—ฑ๐—ถ๐—ฟ๐—ฒ๐—ฐ๐˜๐—ถ๐—ผ๐—ป ๐˜๐—ผ ๐—ต๐—ฒ๐—ฎ๐—ฑ.

See our ๐—น๐—ถ๐—ป๐—ธ ๐—ถ๐—ป ๐—ฏ๐—ถ๐—ผ to chat with the team at The Advisory to learn how you can start or better continue your journey toward a fulfilling retirement! ๐ŸŒ…

https://loom.ly/5egeu98

Having boys can be a head-scratching, yet ๐ซ๐ž๐ฐ๐š๐ซ๐๐ข๐ง๐  experience. ๐Ÿ˜…๐Ÿคฆ They make decisions that leave us ๐ฌ๐ก๐š๐ค๐ข๐ง๐  ๐จ๐ฎ๐ซ ๐ก๐ž๐š๐๐ฌ ๐ข...
03/04/2023

Having boys can be a head-scratching, yet ๐ซ๐ž๐ฐ๐š๐ซ๐๐ข๐ง๐  experience. ๐Ÿ˜…

๐Ÿคฆ They make decisions that leave us ๐ฌ๐ก๐š๐ค๐ข๐ง๐  ๐จ๐ฎ๐ซ ๐ก๐ž๐š๐๐ฌ ๐ข๐ง ๐๐ข๐ฌ๐›๐ž๐ฅ๐ข๐ž๐Ÿ, but their natural curiosity and wonder for the world are rejuvenating and give us hope for the future.

They'll inherit the world as adults, so we must do our best as parents to ensure we're ๐—ด๐—ถ๐˜ƒ๐—ถ๐—ป๐—ด ๐˜๐—ต๐—ฒ ๐˜„๐—ผ๐—ฟ๐—น๐—ฑ ๐—ฎ ๐—บ๐—ฎ๐—ป who has integrity, is kind, and shows compassion to his peers. ๐ŸŒŽ

๐Ÿฆธโ€โ™‚๏ธ It's up to us to ๐—ฟ๐—ฎ๐—ถ๐˜€๐—ฒ ๐˜๐—ต๐—ฒ๐—บ ๐—น๐—ถ๐—ธ๐—ฒ ๐˜€๐—ผ๐—ป๐˜€ so they can be the hero someone needs one day.

๐™ƒ๐™–๐™ฅ๐™ฅ๐™ฎ ๐™‰๐™–๐™ฉ๐™ž๐™ค๐™ฃ๐™–๐™ก ๐™Ž๐™ค๐™ฃ'๐™จ ๐˜ฟ๐™–๐™ฎ!

03/01/2023

In order to formulate a plan to help you reach your retirement goals, it may help to first break down ๐ฐ๐ก๐š๐ญ ๐ฒ๐จ๐ฎ'๐ฅ๐ฅ ๐ง๐ž๐ž๐ in order to do so. ๐Ÿง

You'll probably find that figure or number is a little higher than you anticipated. That's because retirement (and living, in general) is ๐’‘๐’“๐’Š๐’„๐’†๐’š! ๐Ÿค‘

Experts estimate ๐Ÿณ๐Ÿฌ-๐Ÿต๐Ÿฌ% ๐—ผ๐—ณ ๐˜†๐—ผ๐˜‚๐—ฟ ๐—ฝ๐—ฟ๐—ฒ-๐—ฟ๐—ฒ๐˜๐—ถ๐—ฟ๐—ฒ๐—บ๐—ฒ๐—ป๐˜ ๐—ถ๐—ป๐—ฐ๐—ผ๐—บ๐—ฒ ๐˜„๐—ถ๐—น๐—น ๐—ฏ๐—ฒ ๐—ป๐—ฒ๐—ฒ๐—ฑ๐—ฒ๐—ฑ in order to maintain the quality of life you're used to.

This can be a daunting task, but our team can help! ๐Ÿ™Œ

See our ๐—น๐—ถ๐—ป๐—ธ ๐—ถ๐—ป ๐—ฏ๐—ถ๐—ผ to schedule a visit with The Advisory today! ๐Ÿ—“

https://loom.ly/WnUy22g

Many women strive not just to get to their retirement and become sedentary, ๐ญ๐ก๐ž๐ฒ ๐๐ซ๐ž๐š๐ฆ ๐จ๐Ÿ ๐š๐ง ๐š๐œ๐ญ๐ข๐ฏ๐ž ๐ซ๐ž๐ญ๐ข๐ซ๐ž๐ฆ๐ž๐ง๐ญ. ๐Ÿƒโ€โ™€๏ธOne ...
02/27/2023

Many women strive not just to get to their retirement and become sedentary, ๐ญ๐ก๐ž๐ฒ ๐๐ซ๐ž๐š๐ฆ ๐จ๐Ÿ ๐š๐ง ๐š๐œ๐ญ๐ข๐ฏ๐ž ๐ซ๐ž๐ญ๐ข๐ซ๐ž๐ฆ๐ž๐ง๐ญ. ๐Ÿƒโ€โ™€๏ธ

One full of traveling, volunteering, pursuing hobbies, and spending ample time with their loved ones.

A way to safeguard this shared retirement dream is to ๐ซ๐ž๐ฆ๐š๐ข๐ง ๐๐ข๐ฅ๐ข๐ ๐ž๐ง๐ญ ๐ข๐ง ๐ฆ๐จ๐ง๐ข๐ญ๐จ๐ซ๐ข๐ง๐  ๐ญ๐ก๐ž๐ข๐ซ ๐ก๐ž๐š๐ฅ๐ญ๐ก. Women tend to live longer on average (which means a longer retirement!), but they also face higher chances of unique health complications. ๐Ÿฉบ

๐—ฃ๐—ฟ๐—ฎ๐—ฐ๐˜๐—ถ๐—ฐ๐—ฒ ๐—ต๐—ฒ๐—ฎ๐—น๐˜๐—ต๐˜† ๐—น๐—ถ๐˜ƒ๐—ถ๐—ป๐—ด - eat right, exercise, SLEEP, and manage stress levels. ๐Ÿ˜ด

That way, you can ๐™š๐™ฃ๐™Ÿ๐™ค๐™ฎ the retirement you worked your whole life for!

See our ๐—น๐—ถ๐—ป๐—ธ ๐—ถ๐—ป ๐—ฏ๐—ถ๐—ผ to speak with the team at The Advisory! ๐Ÿ“ž

As Deion "Primetime" Sanders once so eloquently put it:"๐‹๐จ๐จ๐ค ๐‘ฎ๐‘ถ๐‘ถ๐‘ซ,๐…๐ž๐ž๐ฅ ๐‘ฎ๐‘ถ๐‘ถ๐‘ซ, ๐๐ฅ๐š๐ฒ ๐‘ฎ๐‘ถ๐‘ถ๐‘ซ." ๐Ÿ’ฏIn a new world where we can wa...
02/24/2023

As Deion "Primetime" Sanders once so eloquently put it:

"๐‹๐จ๐จ๐ค ๐‘ฎ๐‘ถ๐‘ถ๐‘ซ,
๐…๐ž๐ž๐ฅ ๐‘ฎ๐‘ถ๐‘ถ๐‘ซ,
๐๐ฅ๐š๐ฒ ๐‘ฎ๐‘ถ๐‘ถ๐‘ซ." ๐Ÿ’ฏ

In a new world where we can wake up, roll out of bed, and walk to our home offices, getting dressed up can ๐›๐ซ๐ข๐ง๐  ๐š๐›๐จ๐ฎ๐ญ ๐š ๐œ๐ก๐š๐ซ๐ข๐ฌ๐ฆ๐š that's becoming rarer and rarer. ๐Ÿ’ช

That's what a good outfit can do. ๐Ÿ˜‰

Here's The Advisory Founder, Flora Hull, done up and ๐—ฟ๐—ฒ๐—ฎ๐—ฑ๐˜† ๐˜๐—ผ ๐˜๐—ฎ๐—ธ๐—ฒ ๐—ผ๐—ป ๐—ต๐—ฒ๐—ฟ ๐—ฑ๐—ฎ๐˜†!

Check out our ๐—น๐—ถ๐—ป๐—ธ ๐—ถ๐—ป ๐—ฏ๐—ถ๐—ผ to schedule a visit with our talented team! ๐Ÿ—“

We'd prefer you to come into our office, but if you're more comfortable meeting virtually, ๐˜„๐—ฒ ๐—ฐ๐—ฎ๐—ป ๐˜„๐—ผ๐—ฟ๐—ธ ๐˜„๐—ถ๐˜๐—ต ๐˜๐—ต๐—ฎ๐˜ ๐˜๐—ผ๐—ผ! ๐Ÿ‘ฅ

02/22/2023

There are countless tropes that speak to how much stronger we are as human beings ๐ญ๐จ๐ ๐ž๐ญ๐ก๐ž๐ซ, rather than divided.

Sometimes it takes some of us. Other times, ๐ข๐ญ ๐ญ๐š๐ค๐ž๐ฌ ๐’‚๐’๐’ ๐จ๐Ÿ ๐ฎ๐ฌ.

We're reminded during Black History Month of just how many extraordinary figures it's taken and still taking in the strife for equality.

It will likely ๐ญ๐š๐ค๐ž ๐ฆ๐š๐ง๐ฒ ๐ฆ๐จ๐ซ๐ž ๐ญ๐จ๐จ.

We salute those who commit to forging a brighter future for not just themselves, but for ๐’†๐’—๐’†๐’“๐’š๐’๐’๐’†. Rising tides raise all ships.

Please join us in celebrating Black History Month and continuing our education on how we can live with ๐ฅ๐ข๐›๐ž๐ซ๐ญ๐ฒ ๐š๐ง๐ ๐ฃ๐ฎ๐ฌ๐ญ๐ข๐œ๐ž ๐’‡๐’๐’“ ๐’‚๐’๐’.

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