Levine Financial Group - Joshua Levine RFC

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Levine Financial Group - Joshua Levine RFC In accordance with the US Securities and Exchange Commission rules, a "Like" should not be interpreted as an endorsement of the firm or its advisors. service.

Levine Financial Group is an independent firm and not affiliated with Money Concepts As a Financial Advisor, I look at all aspects of my client’s life to see their entire financial picture and find the clearest path to help them meet their goals. Exceptional service is what I strive to deliver every day, whether we’re working together on retirement planning, asset management, education funding, legacy planning or income tax reduction, I promise to always put your needs first. I am a problem solver by nature, and one of the most rewarding parts of my job is to offer my clients a different perspective on the financial challenges they’re facing and then work with them to create a solution. Because I am an independent advisor, I am not bound to use certain proprietary or company-sponsored products. I have access to thousands of products and services, and I only choose those that best suit the needs of my client. Money Concepts is not affiliated with Facebook, Inc. or the Facebook, Inc. Money Concepts does not expressly or implicitly adopt or endorse any of the expressions, opinions or content posted by fans or any third-parties on our Facebook Fan Page. Money Concepts does not control, serve, adopt or endorse any advertising, messages or content that Facebook may publish on its site or on the Money Concepts Fan Page. Money Concepts does not adopt or endorse any products, services, advertisements, recommendations or statements, or any other content that may appear on Facebook or on other Facebook-affiliated sites. No part of this page is intended to make a recommendation or state a testimonial for or about a security, service or product, or to provide investment, tax or any other advice. This Fan Page is intended for US persons only. Any non- Money Concepts URLs or external websites mentioned on Facebook are unaffiliated with Money Concepts. Money Concepts has not been involved in the preparation of the content supplied at the unaffiliated sites and does not guarantee or assume any responsibility for its content. Third party marks appearing herein are the property of their respective owners. Guarantees are subject to the claims-paying ability of the issuing insurance company. Please remember investing involves risks, and the value of your investment will fluctuate over time and you may

Levine Financial Group is an independent firm and not affiliated with Money Concepts
gain or lose money. All Securities Offered Through Money Concepts Capital Corp. Member FINRA / SIPC

© 1979-2010 Money Concepts International Inc.

🐙Happy World Octopus Day🐙With three hearts, eight arms, and a whole lot of brainpower, the octopus definitely knows a th...
10/08/2026

🐙Happy World Octopus Day🐙
With three hearts, eight arms, and a whole lot of brainpower, the octopus definitely knows a thing or two about multitasking

Around our office, some days it feels like we could use eight arms too-one for answering emails, one for scheduling, one for paperwork, one for phone calls and a few more for everything else. 🐙📞💻🗓️

When it comes to your finances, though you shouldn't have to juggle everything alone. Having a financial plan can help keep all those moving pieces working together towards your goals. Here's to working smarter, planning ahead, and keeping all eight arms on the plan.

🎩☕️🫖National Mad Hatter Day🫖☕️🎩Have I gone mad?🤪Trying to navigate investments, retirement planning, and financial goals...
10/06/2026

🎩☕️🫖National Mad Hatter Day🫖☕️🎩

Have I gone mad?🤪

Trying to navigate investments, retirement planning, and financial goals all by yourself can sometimes make you feel like you've fallen straight down the rabbit hole 🕳️🐇
But your financial plan doesn't have to feel like Wonderland.
A little planning, the right guidance, and a clear path forward can help turn financial madness into financial confidence.💰📈
So today, put on your craziest hat, and come in the office where we will make your favorite cup of tea. ☕️
🎩Don't go mad trying to plan your financial future-- We are always here to help.

🌮Happy National TACO Day🌮We may spend our days talking about financial plans, investments, and preparing for the future ...
10/04/2026

🌮Happy National TACO Day🌮
We may spend our days talking about financial plans, investments, and preparing for the future but today, we're talking about TACOS 🌮😋
And believe it or not, tacos and financial planning have something in common: A good taco needs the right ingredients, A good financial plan does too. A little planning, the right combination, and everything comes together beautifully. So whether you like your crunchy or soft, loaded with toppings or kept simple, we hope you taco 'bout having a great day. 🌮

Josh: Carne Asada Taco, flour tortillas, lettuce, queso cheese, mild salsa
Tasha-Marie: Flour tortillas, chicken, tomatoes, onion, green peppers, sour cream, mexican street corn, queso cheese

🍂🎃 Hello October🎃🍂A new month, a new season, and another opportunity to plan for what's ahead. 🍁October brings cooler we...
10/01/2026

🍂🎃 Hello October🎃🍂
A new month, a new season, and another opportunity to plan for what's ahead. 🍁

October brings cooler weather, changing leaves, pumpkin everything, and a reminder that we're officially heading into the final stretch of the year.

As we welcome a new month, it's a great time to check in on your goals, celebrate the progress you've made, and make sure your financial plans are still working toward the future you envision. 💰📈

And we can't forget one VERY important October event.. Tasha-Marie's birthday is October 23rd.🎉🎂 So naturally, we think October is one of the BEST months of the year🧡🖤

Here's to a month filled with crisp morning, cozy evening, falling leaves, and financial confidence, 🍂💰

☕️Happy National Coffee Day☕️Because behind every productive workdays is a cup of coffee ☕️ or two ☕️☕️ or three ☕️☕️☕️W...
09/29/2026

☕️Happy National Coffee Day☕️
Because behind every productive workdays is a cup of coffee ☕️ or two ☕️☕️ or three ☕️☕️☕️

Whether you take it black, loaded with cream and sugar, iced, flavored, or fancy enough that it barely qualifies as coffee-Today is your day!

We want to know👇🏼
What's your go to coffee order?

Josh: Venti, Cold Brew, Light ICE, Sugar free Vanilla Syrup 2 pumps, with a splash of oatmilk.

Tasha-Marie: Venti, Cold Brew, Light ICE, Vanilla Sweet Cream Cold Foam, Vanilla Syrup 2 pumps, Caramel Syrup 2 pumps, shot of Espresso, Cinnamon on top with whip. or the Golden Eagle at Dutch Bros

🥞Happy National Pancake Day🥞Today's agenda: STACKS ON STACKS Whether you like your loaded with butter 🧈 and syrup, toppe...
09/26/2026

🥞Happy National Pancake Day🥞

Today's agenda: STACKS ON STACKS
Whether you like your loaded with butter 🧈 and syrup, topped with fresh fruit, covered in chocolate chips or keep nice and simple--there's no wrong way to enjoy a pancake 🥞

Now we want to know...👇🏼
🥞What's going on YOUR perfect stack of pancakes?🥞

Josh: Lemon Ricotta Pancakes
from FirstWatch
Tasha-Marie: New York Cheesecake Pancakes from IHOP

Happy National Pepperoni DayToday we're celebrating that little spicy favorite that makes just about everything better--...
09/20/2026

Happy National Pepperoni Day
Today we're celebrating that little spicy favorite that makes just about everything better--pepperoni

Sure, it's famous for being a pizza topping 🍕.. but pepperoni deserves a day all on its own.

So tell us 👇🏼
How do you like your pepperoni?
On pizza 🍕, in a sandwich 🥪, with cheese 🧀 & crackers, or straight out of the package?

Happy National Pepperoni Day from our office.
Josh: only eats pepperoni on pizza 🍕
Tasha-Marie: only eats pepperoni in her homemade lasagna

🍔 Happy National Cheeseburger Day🍔We're settling an important office debate today... Who has the better cheeseburger ord...
09/18/2026

🍔 Happy National Cheeseburger Day🍔

We're settling an important office debate today... Who has the better cheeseburger order-- Josh or Tasha-Marie😂

🍔Josh's Pick: In-N-Out Burger Lettuce🥬~ Tomato 🍅~ Deli Mustard

🍔Tasha-Marie's Pick: Johnny's Big Burger in Clarksville TN Mayo~ Tomato 🍅~ Onion 🧅

Now it's YOUR turn!👇🏼
Team Josh or Team Tasha-Marie?
And more importantly what's on YOUR perfect cheeseburger 🍔?

Because some decisions are about finances... and some are about cheeseburgers.

🏐❤️💙Proud to Support Freedom Middle School Volleyball 🏐❤️💙Levine Financial Group is proud to sponsor the Freedom Middle ...
09/16/2026

🏐❤️💙Proud to Support Freedom Middle School Volleyball 🏐❤️💙

Levine Financial Group is proud to sponsor the Freedom Middle School Volleyball Team this season.

Supporting our community is important to us, but this sponsorship is extra special because #11 Taylor Levine, is out there on the court.

We're proud to support Taylor and all of these hardworking young athletes as they learn the value of teamwork, dedication, perseverance, and supporting one another.
Wishing the entire Freedom Middle School volleyball team and their coaches an amazing season! Play hard, have fun, and make some great memories along the way.

And of course, we'll be cheering a little extra loud for # 11 📣🏐❤️💙

⛳️⚾️ Swinging for a Great Cause ⚾️⛳️Levine Financial Group was proud to sponsor a hole at this weekend's golf tournament...
09/15/2026

⛳️⚾️ Swinging for a Great Cause ⚾️⛳️

Levine Financial Group was proud to sponsor a hole at this weekend's golf tournament benefiting the Summit High School Baseball team.

We love opportunities like this that allow us to support our local athletes and the community that supports them. It's about more than just the game. It's about teamwork, dedication, and investing in the next generation.

We hope everyone had a great day on the course, and we're wishing the team an amazing season ahead. From the golf course to the baseball field, we're always happy to support our community





Address

1612 Westgate Circle Suite 222
Franklin, TN
37027

Opening Hours

Monday 8:30am - 4:30pm
Tuesday 8:30am - 4:30pm
Wednesday 8:30am - 4:30pm
Thursday 8:30am - 4:30pm
Friday 8:30am - 4pm

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