The Advisory

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 𝐟𝐫𝐞𝐞 𝐦𝐨𝐧𝐞𝐲... 😯

But that's exactly what's being presented to you when your 𝐞𝐦𝐩𝐥𝐨𝐲𝐞𝐫 𝐨𝐟𝐟𝐞𝐫𝐬 𝐭𝐨 𝐦𝐚𝐭𝐜𝐡 a percentage of your 401(k) contributions. 👍

Although we're not too fond of having too much of your portfolio leveraged in 𝐭𝐚𝐱-𝐝𝐞𝐟𝐞𝐫𝐫𝐞𝐝 𝐫𝐞𝐭𝐢𝐫𝐞𝐦𝐞𝐧𝐭 𝐬𝐚𝐯𝐢𝐧𝐠𝐬 𝐚𝐜𝐜𝐨𝐮𝐧𝐭𝐬, 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 𝘁𝗵𝗲 𝘀𝗼𝗼𝗻𝗲𝗿 𝘆𝗼𝘂 𝘀𝘁𝗮𝗿𝘁, 𝙩𝙝𝙚 𝙗𝙚𝙩𝙩𝙚𝙧! ⏱

For more guidance in achieving a successful and fulfilling retirement, see our 𝗹𝗶𝗻𝗸 𝗶𝗻 𝗯𝗶𝗼 to chat with our team! 👥

03/10/2023

Soon-to-be retirees - 𝐚𝐫𝐞 𝐲𝐨𝐮 𝐫𝐞𝐚𝐝𝐲 𝐟𝐨𝐫 𝐚𝐧 𝐚𝐝𝐯𝐞𝐧𝐭𝐮𝐫𝐞? 🧗

Yes? No? Maybe just some leisurely time on a beach in an exotic locale? 🏝

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 𝒚𝒐𝒖! 🫵

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 𝗲𝗾𝘂𝗶𝗽𝗽𝗲𝗱 𝘁𝗼 𝗮𝘀𝘀𝗶𝘀𝘁 𝘆𝗼𝘂 𝗶𝗻 𝘀𝗮𝗳𝗲𝗹𝘆 𝗿𝗲𝗮𝗰𝗵𝗶𝗻𝗴 𝗶𝘁. 🛬

See our 𝗹𝗶𝗻𝗸 𝗶𝗻 𝗯𝗶𝗼 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 𝐡𝐞𝐥𝐩𝐢𝐧𝐠 𝐰𝐨𝐦𝐞𝐧 𝐫𝐞𝐚𝐜𝐡 𝐭𝐡𝐞𝐢𝐫𝐬 𝐡𝐨𝐥𝐝𝐬 𝐚 𝐬𝐩𝐞𝐜𝐢𝐚𝐥 𝐩𝐥𝐚𝐜𝐞 𝐢𝐧 𝐨𝐮𝐫 𝐡𝐞𝐚𝐫𝐭𝐬. 💛

As a woman and minority-owned small business, we're aware of the 𝒖𝒏𝒊𝒒𝒖𝒆 𝒄𝒉𝒂𝒍𝒍𝒆𝒏𝒈𝒆𝒔 marginalized people face. ⚠️

We're also experienced in helping those same people 𝐨𝐯𝐞𝐫𝐜𝐨𝐦𝐞 𝐭𝐡𝐨𝐬𝐞 𝐨𝐛𝐬𝐭𝐚𝐜𝐥𝐞𝐬. 🙌

In honor of 𝐈𝐧𝐭𝐞𝐫𝐧𝐚𝐭𝐢𝐨𝐧𝐚𝐥 𝐖𝐨𝐦𝐞𝐧'𝐬 𝐃𝐚𝐲, let us take a moment to reflect on women's achievements, raise awareness against biases, and push the action forward toward equality! ➡️

03/06/2023

Getting started on your 𝐫𝐞𝐭𝐢𝐫𝐞𝐦𝐞𝐧𝐭 𝐩𝐥𝐚𝐧𝐧𝐢𝐧𝐠 𝐣𝐨𝐮𝐫𝐧𝐞𝐲 can seem like a chore. 😓

It's even more difficult if you have 𝐧𝐨 𝐢𝐝𝐞𝐚 𝐰𝐡𝐞𝐫𝐞 𝐭𝐨 𝐛𝐞𝐠𝐢𝐧.

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. 🤷

A journey of 1,000 miles begins with a single step, but that can be hard to do if you 𝗱𝗼𝗻'𝘁 𝗸𝗻𝗼𝘄 𝘄𝗵𝗶𝗰𝗵 𝗱𝗶𝗿𝗲𝗰𝘁𝗶𝗼𝗻 𝘁𝗼 𝗵𝗲𝗮𝗱.

See our 𝗹𝗶𝗻𝗸 𝗶𝗻 𝗯𝗶𝗼 to chat with the team at The Advisory to learn how you can start or better continue your journey toward a fulfilling retirement! 🌅

https://loom.ly/5egeu98

03/04/2023

Having boys can be a head-scratching, yet 𝐫𝐞𝐰𝐚𝐫𝐝𝐢𝐧𝐠 experience. 😅

🤦 They make decisions that leave us 𝐬𝐡𝐚𝐤𝐢𝐧𝐠 𝐨𝐮𝐫 𝐡𝐞𝐚𝐝𝐬 𝐢𝐧 𝐝𝐢𝐬𝐛𝐞𝐥𝐢𝐞𝐟, 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 𝗴𝗶𝘃𝗶𝗻𝗴 𝘁𝗵𝗲 𝘄𝗼𝗿𝗹𝗱 𝗮 𝗺𝗮𝗻 who has integrity, is kind, and shows compassion to his peers. 🌎

🦸‍♂️ It's up to us to 𝗿𝗮𝗶𝘀𝗲 𝘁𝗵𝗲𝗺 𝗹𝗶𝗸𝗲 𝘀𝗼𝗻𝘀 so they can be the hero someone needs one day.

𝙃𝙖𝙥𝙥𝙮 𝙉𝙖𝙩𝙞𝙤𝙣𝙖𝙡 𝙎𝙤𝙣'𝙨 𝘿𝙖𝙮!

03/01/2023

In order to formulate a plan to help you reach your retirement goals, it may help to first break down 𝐰𝐡𝐚𝐭 𝐲𝐨𝐮'𝐥𝐥 𝐧𝐞𝐞𝐝 in order to do so. 🧐

You'll probably find that figure or number is a little higher than you anticipated. That's because retirement (and living, in general) is 𝒑𝒓𝒊𝒄𝒆𝒚! 🤑

Experts estimate 𝟳𝟬-𝟵𝟬% 𝗼𝗳 𝘆𝗼𝘂𝗿 𝗽𝗿𝗲-𝗿𝗲𝘁𝗶𝗿𝗲𝗺𝗲𝗻𝘁 𝗶𝗻𝗰𝗼𝗺𝗲 𝘄𝗶𝗹𝗹 𝗯𝗲 𝗻𝗲𝗲𝗱𝗲𝗱 in order to maintain the quality of life you're used to.

This can be a daunting task, but our team can help! 🙌

See our 𝗹𝗶𝗻𝗸 𝗶𝗻 𝗯𝗶𝗼 to schedule a visit with The Advisory today! 🗓

https://loom.ly/WnUy22g

02/27/2023

Many women strive not just to get to their retirement and become sedentary, 𝐭𝐡𝐞𝐲 𝐝𝐫𝐞𝐚𝐦 𝐨𝐟 𝐚𝐧 𝐚𝐜𝐭𝐢𝐯𝐞 𝐫𝐞𝐭𝐢𝐫𝐞𝐦𝐞𝐧𝐭. 🏃‍♀️

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 𝐫𝐞𝐦𝐚𝐢𝐧 𝐝𝐢𝐥𝐢𝐠𝐞𝐧𝐭 𝐢𝐧 𝐦𝐨𝐧𝐢𝐭𝐨𝐫𝐢𝐧𝐠 𝐭𝐡𝐞𝐢𝐫 𝐡𝐞𝐚𝐥𝐭𝐡. Women tend to live longer on average (which means a longer retirement!), but they also face higher chances of unique health complications. 🩺

𝗣𝗿𝗮𝗰𝘁𝗶𝗰𝗲 𝗵𝗲𝗮𝗹𝘁𝗵𝘆 𝗹𝗶𝘃𝗶𝗻𝗴 - eat right, exercise, SLEEP, and manage stress levels. 😴

That way, you can 𝙚𝙣𝙟𝙤𝙮 the retirement you worked your whole life for!

See our 𝗹𝗶𝗻𝗸 𝗶𝗻 𝗯𝗶𝗼 to speak with the team at The Advisory! 📞

02/24/2023

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

"𝐋𝐨𝐨𝐤 𝑮𝑶𝑶𝑫,
𝐅𝐞𝐞𝐥 𝑮𝑶𝑶𝑫,
𝐏𝐥𝐚𝐲 𝑮𝑶𝑶𝑫." 💯

In a new world where we can wake up, roll out of bed, and walk to our home offices, getting dressed up can 𝐛𝐫𝐢𝐧𝐠 𝐚𝐛𝐨𝐮𝐭 𝐚 𝐜𝐡𝐚𝐫𝐢𝐬𝐦𝐚 that's becoming rarer and rarer. 💪

That's what a good outfit can do. 😉

Here's The Advisory Founder, Flora Hull, done up and 𝗿𝗲𝗮𝗱𝘆 𝘁𝗼 𝘁𝗮𝗸𝗲 𝗼𝗻 𝗵𝗲𝗿 𝗱𝗮𝘆!

Check out our 𝗹𝗶𝗻𝗸 𝗶𝗻 𝗯𝗶𝗼 to schedule a visit with our talented team! 🗓

We'd prefer you to come into our office, but if you're more comfortable meeting virtually, 𝘄𝗲 𝗰𝗮𝗻 𝘄𝗼𝗿𝗸 𝘄𝗶𝘁𝗵 𝘁𝗵𝗮𝘁 𝘁𝗼𝗼! 👥

02/22/2023

There are countless tropes that speak to how much stronger we are as human beings 𝐭𝐨𝐠𝐞𝐭𝐡𝐞𝐫, rather than divided.

Sometimes it takes some of us. Other times, 𝐢𝐭 𝐭𝐚𝐤𝐞𝐬 𝒂𝒍𝒍 𝐨𝐟 𝐮𝐬.

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 𝐭𝐚𝐤𝐞 𝐦𝐚𝐧𝐲 𝐦𝐨𝐫𝐞 𝐭𝐨𝐨.

We salute those who commit to forging a brighter future for not just themselves, but for 𝒆𝒗𝒆𝒓𝒚𝒐𝒏𝒆. Rising tides raise all ships.

Please join us in celebrating Black History Month and continuing our education on how we can live with 𝐥𝐢𝐛𝐞𝐫𝐭𝐲 𝐚𝐧𝐝 𝐣𝐮𝐬𝐭𝐢𝐜𝐞 𝒇𝒐𝒓 𝒂𝒍𝒍.