Modus Wealth Management

Modus Wealth Management Securities and advisory services offered through LPL Financial (LPL), a registered investment advisor. Member FINRA & SIPC (www.finra.org, www.sipc.org).

Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Let's be honest...There are plenty of things we'd rather not think about.Replacing the air conditioner.Cleaning out the ...
09/01/2026

Let's be honest...

There are plenty of things we'd rather not think about.

Replacing the air conditioner.
Cleaning out the garage.
Figuring out what that weird noise in the car is. πŸ˜…

And for many of us, reviewing our life insurance is probably somewhere on that list.

But life changes. And when it does, it's worth making sure the things you put in place to protect the people you care about still make sense.

September is Life Insurance Awareness Month, so consider this your friendly reminder to take a look at your coverage.

New job?
Marriage or divorce?
Kids or grandkids?
Bought a home?
Started a business?
Lost a spouse?

Life doesn't stay the sameβ€”and your coverage shouldn't necessarily stay the same either.

When was the last time you reviewed your life insurance?

We spend a lot of time thinking about when we'll retire.But there's another question worth asking:What will you retire t...
08/28/2026

We spend a lot of time thinking about when we'll retire.

But there's another question worth asking:

What will you retire to?

More travel.

More time with family.

A hobby you've never had enough time for.

Volunteering.

Morning coffee without having to rush out the door.

Fishing on a Tuesday just because you can. 🎣

Retirement isn't just about leaving work.

It's about having the freedom to spend your time on what matters most to you.

What's one thing you'd love to have more time for someday?

πŸ‘‡ Tell us below.

Some of our favorite coworkers have four legs, questionable work ethic, and a serious commitment to snack breaks.Meet Ch...
08/26/2026

Some of our favorite coworkers have four legs, questionable work ethic, and a serious commitment to snack breaks.

Meet Chili, Libby, Aly, and our forever teammate, Sammie. ❀️

They've taught us that sometimes the best part of the workday isn't a meeting or checking something off the to-do list.

It's a dog wandering into the room.

A head resting on your lap.

Or simply having a furry friend nearby.

Sammie may no longer be with us, but she's stillβ€”and always will beβ€”a part of the Modus pack. 🐾

Here's to the dogs who make our days a little happier, our workdays a little less serious, and life a whole lot better.

Happy National Dog Day from our pack to yours! 🐢❀️

It feels like we just celebrated the Fourth of July, and somehow we're already talking about:πŸ“š Back-to-schoolπŸ‚ Fall plan...
08/25/2026

It feels like we just celebrated the Fourth of July, and somehow we're already talking about:

πŸ“š Back-to-school

πŸ‚ Fall plans

🏈 Football season

πŸ—“οΈ And the holidays being "just around the corner"

How does August always seem to go by so fast?

Before summer slips away completely, what's one thing you still want to do?

πŸ‘‡ Tell us. We'd love some ideas.

Apparently, Chili has volunteered.He's serious about the job, too.Meetings? He'll supervise.Important decisions? He'll o...
08/20/2026

Apparently, Chili has volunteered.

He's serious about the job, too.

Meetings? He'll supervise.

Important decisions? He'll oversee them.

Employee morale? He's got it covered.

We're not entirely sure what his qualifications are, but he seems confident. 🐢

Who would be the boss at your workplace if your pets were in charge? πŸ‘‡

If you could have one clear answer about your financial future, what would you want to know?πŸ’° How much you need to retir...
08/13/2026

If you could have one clear answer about your financial future, what would you want to know?

πŸ’° How much you need to retire comfortably?

πŸ“ˆ Whether you're saving enough?

🏑 How much you can afford to spend?

❀️ How to make sure your family is taken care of?

✈️ Whether you can afford the lifestyle you want?

There isn't one magic number that answers everything.

But having a clear picture of where you stand can make a lot of financial decisions feel less overwhelming.

What's the one question you'd want answered?
πŸ‘‡

Life has a way of keeping us busy.There always seems to be one more thing to do, one more place to be, or one more reaso...
08/07/2026

Life has a way of keeping us busy.

There always seems to be one more thing to do, one more place to be, or one more reason to put something off until "later."

The good news?

Later doesn't have to mean never.

Whether it's organizing important documents, creating a financial plan, updating your estate plan, or finally checking a goal off your list, taking the first step is what matters most.

Is there one thing you've been meaning to get done before the end of the year?

πŸ‘‡ We'd love to hear what's on your list.

If you could sit down with your 25-year-old self for five minutes, what's the one piece of advice you'd give?It could be...
08/05/2026

If you could sit down with your 25-year-old self for five minutes, what's the one piece of advice you'd give?

It could be about family.

Work.

Health.

Friendships.

Money.

Or simply enjoying life a little more.

Life has a funny way of teaching us lessons we never saw coming.

πŸ‘‡ What's one thing you'd tell your younger self?

Summer travel season is in full swing.If you could hop on a plane today, where would you go?πŸ–οΈ A beach?πŸ”οΈ The mountains?...
07/22/2026

Summer travel season is in full swing.

If you could hop on a plane today, where would you go?

πŸ–οΈ A beach?

πŸ”οΈ The mountains?

πŸŒ† A new city?

🏑 Or are you happiest staying close to home?

πŸ‘‡ Tell us your dream destination.

Address

3414 Duck Avenue 11
Key West, FL
33040

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