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Formula Wealth

@FormulaWealth

Financial advice from a fiduciary - Chad Holmes, CFP®, CPA

 Montgomery, AL
formulawealth.com
Joined May 2020
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Happy Halloween from Formula Wealth! #notsuitableforchildren #spooky #halloween #formulawealth #financialplanning
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Don't confuse commissioned products with independent financial advice from a #fiduciary! #financialplanning #solveformore
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Questions about your 401(k)? Make sure you consider these 3 things before contributing! formulawealth.com #retirement #401k #financialplanning #solveformore
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Is a mortgage refinance right for you? #solveformore #formulawealth #financialplanning #realestate
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Something to consider before the end of the year! #financialplanning #roth #ira
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Lesson 3: Market Volatility = Roller Coaster of Love. formulawealth.com youtu.be/pVNAS5TVgDc
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The name is Bond. Corporate Bond. Check out Lesson 2 now! youtu.be/ut2ESwEHNGk
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Lesson 1 is a quick look at #stocks. Take a look: youtu.be/wuQ-3NiYMNo
Lesson 1: Stocks

Lesson 1: Stocks

Why and how companies turn their equity into stock

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I’ll be using social media to post quick educational videos to help simplify common finance questions. Visit my website to learn more! formulawealth.com Watch here for Finance 101's Syllabus: youtu.be/PLXJk1s6kSs
Formula Wealth

Formula Wealth

Serving baby boomers and their parents in order to minimize taxes across two generations and make the inheritance process most efficient. Combining wealth management with tax and estate planning, we...

formulawealth.com
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Opening Day!
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