Azimont Group

10/14/2026

Educational Video (1min) - How to apply 'Modern Portfolio Theory' when constructing an investment portfolio

LF #8911349

10/10/2026

The final months of the year offer a valuable opportunity to review your finances. To help you prioritize, we've created a year-end checklist for you.

-Max out your retirement accounts, if possible
-Harvest your investment losses and gains
-Consider a Roth conversion
-Defer income
-Review your FSA balances and deadlines
-Make charitable gifts or QCDs
-Give financial gifts to loved ones
-Take your RMDs
-Reflect on your financial goals
-Meet with us!

More information on each of the 10 items at the link below:
https://bit.ly/4zhQ7BU

10/06/2026

You’re invited to join us for a presentation of 'Volatility Has Arrived' -

Friday, October 09, 2026
01:00 PM CT - 01:30 PM CT

Virtual event - Click this post to RSVP and receive the ONLINE MEETING LINK.

Learn about upcoming financial seminars and financial events in Plano, TX, hosted by financial advisor: Azimont Group.

09/24/2026

Join us ONLINE this Friday, September 26th at 12pm
"Your Retirement Roadmap: Building wealth and saving for the future."

Click the link to join:

Learn about upcoming financial seminars and financial events in Plano, TX, hosted by financial advisor: Azimont Group.

09/17/2026

You Are Invited to Join Our Free Online-Webinar, hosted by Keaton Price of the Azimont Group.

"Your Retirement Roadmap: Building Wealth and Saving for the Future"
Date: Friday, September 25, 2026
Time: 12:00 PM - 1:00 PM CDT

RSVP at the link below:

Learn about upcoming financial seminars and financial events in Plano, TX, hosted by financial advisor: Keaton Price.

09/07/2026

Today, we celebrate the hard work, dedication and perseverance that shape our lives in meaningful ways every day.

Wishing you a relaxing and well-earned Labor Day!

09/07/2026

Is your investment portfolio "Off-The-Shelf"? Do you want more than a pre-packaged model?
(LF # 8911349)

08/27/2026

What are 3 things you can’t live without?
What does a perfect day look like to you?

Feel free to share your answers in the comments!
(LF # 9024191)

08/21/2026

Bruch with friends or home cooked dinner?
Favorite place to travel?
Morning person or night owl?

We would love to hear from you as well. Share your answers in the comments!
(LF # 9024191)

08/06/2026

8 Ways to Invest for Your Child's Future:

If supporting a child is part of your long-term goals, understanding your savings options can help. Explore account types and investment vehicles that can help you build a financial foundation for the next generation.

529 plans
UTMA/UGMA custodial accounts
Custodial Trad IRA/Roth IRA
530A accounts
ABLE accounts
Taxable accounts in your name
Roth IRA account in your name
Trusts

We have a full, easy-to-read breakdown to share with you at the link: https://bit.ly/45HWVvL

I hope seeing the list of 8 accounts was helpful to you. If you want to talk to us to learn what can work best for you and your personal situation... feel free to send us a private, direct message. We'll save time to review with you and help you navigate this financial decision.

Set specific, realistic money goals and make a detailed strategy to achieve them.