Samantha Chadwell, Equitable Advisors Retirement Education Specialist

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Samantha Chadwell, Equitable Advisors Retirement Education Specialist Take control of your businesses' future with an approach or plan designed to fit your specific needs or goals.

As your life evolves, so will your goals we will help you make smart choices for every chapter of your life. Elevate Financial Group is not owned or operated by Equitable Advisors or Equitable Network

Check out LPL Financial Research's Weekly Commentary on the market: "Has AI Become a Rates Story?" https://static.fmgsui...
11/03/2026

Check out LPL Financial Research's Weekly Commentary on the market: "Has AI Become a Rates Story?"

https://static.fmgsuite.com/media/documents/844d2f8d-b0e1-480b-976f-d25073ce47f9.pdf

How far will your savings actually go? Enter your numbers to see how long your money could last depending on how much yo...
11/02/2026

How far will your savings actually go? Enter your numbers to see how long your money could last depending on how much you withdraw each year.

See how long a lump sum of savings could last based on your withdrawal rate and return.

How much should you have in an emergency fund? Use this calculator to figure out your target based on your monthly costs...
10/30/2026

How much should you have in an emergency fund? Use this calculator to figure out your target based on your monthly costs and personal comfort level.

Find out how large your emergency fund should be based on your monthly expenses.

This piece presents an overview of fundamental steps to consider when a loved one passes.
10/28/2026

This piece presents an overview of fundamental steps to consider when a loved one passes.

An overview of some fundamental steps when a loved one passes.

Check out LPL Financial Research's Weekly Commentary on the market: "Big Numbers, Big Expectations: Three Keys to Earnin...
10/26/2026

Check out LPL Financial Research's Weekly Commentary on the market: "Big Numbers, Big Expectations: Three Keys to Earnings Season"

https://static.fmgsuite.com/media/documents/2e19b6eb-a339-45e3-9802-3688adad0d74.pdf

When markets wobble, even experienced investors can get nervous. But history holds some encouraging lessons.
10/26/2026

When markets wobble, even experienced investors can get nervous. But history holds some encouraging lessons.

When markets shift, experienced investors stick to their strategy.

Test your estate strategy knowledge with this short quiz.
10/23/2026

Test your estate strategy knowledge with this short quiz.

Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.

Check out LPL Financial Research's Weekly Commentary on the market: "Moats vs. Inertia: Unpacking the Personal AI Agent ...
10/21/2026

Check out LPL Financial Research's Weekly Commentary on the market: "Moats vs. Inertia: Unpacking the Personal AI Agent Threat".
https://static.fmgsuite.com/media/documents/9adf4220-bcfd-4764-82a9-db4bb18cdc5f.pdf

We've witnessed firsthand the effects of identity theft on individuals and families. These incidents underscore the need...
10/19/2026

We've witnessed firsthand the effects of identity theft on individuals and families. These incidents underscore the need for proactive measures to protect against this pervasive threat.

An article informing readers about the threats of Identity Theft.

Working in Retirement: New trend or same old story?
10/16/2026

Working in Retirement: New trend or same old story?

Retirement income may come from a variety of sources. Here's an overview of the six main sources.

Address

1543 Fairmont Avenue
Fairmont, WV
26554

Telephone

+13046121215

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