evolve Financial Planning, Inc @planning_inc

On this day, we honor Dr. Martin Luther King Jr. May we continue to be inspired by his legacy of equality and justice. Our office will be closed today in observance of this holiday. #evolvefpl #evolveINSPIREgrow

Wishing you a joyful and prosperous New Year! May 2025 bring you happiness, good health, and new opportunities to cherish. #evolvefpl #evolveinspiregrow

Merry Christmas to all who celebrate, and happy holidays to everyone! Wishing you love, peace, and joy this season. 🎄🕯️✨#MerryChristmas #HappyHolidays #SeasonOfJoy #evolvefpl #evolveinspiregrow

The office will be closed for Christmas Eve and Christmas Day. We will be back on Thursday! #evolvefpl #evolveinspiregrow

Sometimes life takes you on an unexpected path, and you end up exactly where you’re supposed to be. Watch Hilary’s story and why she’s here at evolve to help bring stability, relief, and support to your financial journey. #evolvefpl #evolveinspiregrow

#evolvefpl #evolveinspiregrow

Happy Thanksgiving from our team in the office to your team at home. We are wishing you a happy and festive holiday with food, family and friends. #evolvefpl #evolveinspiregrow

Keeping your beneficiary designations updated on IRAs, life insurance, and retirement plans is essential for effective estate planning. Life changes like marriage, divorce, or having kids may require updates to ensure your assets go where you intend. #evolvefpl #evolveinspiregrow

Happy Halloween from the evolve team! If you're in the mood for something extra scary today... check out our Timely Topics video on ZOMBIE SUBSCRIPTIONS! #evolvefpl #evolveinspiregrow raymondjamesconnect.com/t1qAer

Happy Birthday, Hilary! 🎉 Wishing you a day as amazing as you are, filled with love, laughter, and all your favorite things! #evolvefpl #evolveinspiregrow

#evolvefpl #evolveinspiregrow raymondjamesconnect.com/tyYr7z

Jackie will be attending the Raymond James Women's Symposium September 25th-27th. #evolvefpl #evolveinspiregrow

In celebration of Labor Day, our office will be closed September 2nd. Enjoy the day!

Think beyond birthdays and holidays—your gifts can have a lasting impact! In 2024, you can give up to $18,000 per person annually without gift tax. Plus, payments for educational and medical expenses are tax-free and unlimited. Give us a call to learn more. #evolvefpl

Raymond James is proud to host events like the 2024 Branch Professionals Conference in Boston, MA. Branch associates from across the US can network, master the newest RJ tech, and learn best practices for enhancing client services. #evolvefpl #evolveinspiregrow

Imagine maximizing your pension plan to boost your retirement income-while still providing for your spouse's financial future. Sounds like a win-win, right? It's called Pension Optimization. It’s not right for everyone, but should be considered. Give us a call to get started.

#evolvefpl #evolveinspiregrow

Inheriting money can be an emotional and overwhelming experience, filled with both loss and gratitude. Take your time, think it through, and make informed decisions to truly honor your loved one’s legacy. For more advice, reach out to us. #evolvefpl #evolveinspiregrow

Today is Juneteenth, the commemoration of the end of slavery in the United States. In observation of the holiday, the markets and our office will be closed today. #evolvefpl #evolveinspiregrow