Comprehensive financial planning firm focused on providing best in class service to our clients and a forward thinking work environment for our Advisors.
External link for Summit Legacy Strategies
Austin, TX 78701, US
1250 S Capital of Texas Hwy
Austin, Texas 78746, US
An amazing week with the Park Avenue Securities / Guardian Life Insurance Company at teamworks sharing best practice with our peers around the country. Special thanks to our partners in Denver Wealth Strategies for a great post conference planning session.
Our Director of Investments Tanya Torres, CFP® was featured on Good Morning Texas today! We are lucky to have her as part of the team. #goodmorningtexas
Here are a few tips I shared on pre-planning for 2025, on today’s segment of Good Morning Texas 🎥🎤 1ï¸âƒ£ Don’t fall into the “circle back after the holidays†trap. Give yourself a head start as the new year comes around and start now. Even if it’s only in 1 aspect of your financial life— consistent habits bring big changes. January 1 can be Day 1 of Day 31. 2ï¸âƒ£ Improve what you can on your own. This can be things like setting quantifiable goals (ex. Investing $12,000) and knowing your numbers (what comes in and what goes out). 3ï¸âƒ£ Give yourself some grace if you get sidetracked. It’s a marathon and a process. Yeh important part is re-engaging in those healthy financial habits that are going to make a huge difference in the long run 4ï¸âƒ£ Talk to an advisor about getting a full financial plan in place. This is going to give you ultimate peace of mind 💸 Thank you Good morning Texas for having me! Looking forward to more money segments! #financialplanning #womeninfinance #goodmorningtexas
Great meeting with some of our team members with some great information being shared. It was followed by the Agency Halloween party with karoke led by the "Good Time Guy" himself Alan Liljegren. Such a great day!
🎉 Welcome to the Team, Oscar! 🎉 We’re excited to announce that Oscar has joined us as our new Financial Professional. He is set to make a significant impact in helping clients achieve their financial goals. Please join us in welcoming Oscar to the team! We’re thrilled to have you on board! #NewHire #FinancialProfessional #Welcome
Congratulations to Rick Demko, CLU®, ChFC®, RICP®, AEP®, LUTCF®, LACP! 🎉 We are incredibly proud to announce that Rick has been inducted into the NAIFA - Houston Hall of Fame! This prestigious honor recognizes his outstanding contributions to the financial services industry and unwavering commitment to client success. Rick has consistently demonstrated excellence, integrity, and a passion for helping others achieve their goals. This achievement is a testament to his hard work, dedication, and leadership. Please join us in congratulating Rick on this well-deserved recognition. We are grateful to have you as part of our team! 🎊 #NAIFAHallofFame #Congratulations #TeamRecognition #ProudMoment
We are thrilled to welcome Dan Nelson and Caleb Stephens to our team as our newest Financial Advisors! Both bring a wealth of experience and a passion for helping clients achieve their financial goals. Please join us in congratulating them on this new chapter of their careers. We’re excited to see the impact they will make in our organization and for their clients!🚀 WELCOME Caleb Stephens and Daniel Nelson!! #NewHires #FinancialAdvisors #TeamExpansion #Welcome
We're #hiring a new Financial Advisor in Austin, Texas Metropolitan Area. Apply today or share this post with your network.
We're #hiring a new Financial Advisor in Georgetown, Texas. Apply today or share this post with your network.
Insurance
The Woodlands, Texas
Financial Services
New York, New York
Financial Services
Financial Services
Houston, TX
Software Development
Seattle, WA
Financial Services
Marketing Services
Utrecht, Utrecht
Financial Services
Phoenix, AZ
Insurance
Marietta, GA
Real Estate
By clicking Continue to join or sign in, you agree to LinkedIn’s User Agreement, Privacy Policy, and Cookie Policy.
New to LinkedIn? Join now
or
New to LinkedIn? Join now
By clicking Continue to join or sign in, you agree to LinkedIn’s User Agreement, Privacy Policy, and Cookie Policy.
LinkedIn is better on the app
Don’t have the app? Get it in the Microsoft Store.
Open the app