Levesque & Associates

There may be a chance of snow in the south next weekend, but that doesn't mean spring isn't on our minds! Check out our latest blog, "7 Way to Spring Clean Your Finances."

7 Ways to Spring Clean Your Finances Spring is an ideal time to clean up your finances, clear out the clutter & get a fresh start. Consider these 7 suggestions to get a better handle on your finances.

Our office will be closed beginning Monday, December 26th. Normal business hours will resume on Tuesday, January 3rd.

There are less than 3 weeks left in 2022! Here are a few end-of-year tips for the self-employed:

Does your employee offer benefits? Did you know those benefits can not only help you save for the future, but also decrease your tax liability? Here are 3 ideas:

Looking for some end of year planning ideas? Here are 3 unique ways you can benefit from charitable contributions.

Happy Halloween from the Levesque & Associates team! 🎃👻

Most people know what Wills are, but are you familiar with the other 3 important estate documents everyone should have? Check out our blog to learn more!

4 Estate Planning Documents Everyone Should Have September 6, 2022 4 Estate Planning Documents Everyone Should Have August was National "Make a Will" month.  Check out our previous blog post to learn why you should have a Will in place, regardless of your assets. The most common estate document is a Will, or Last Will and Testament.  The main p...

It is that wonderful time of year for fall weather...hopefully soon! One of our favorite local events that happens this time of year is the North Georgia State Fair! Make sure to take time with family and friends and visit the fair. There are some great things scheduled over the next week!

Purchase Tickets | North Georgia State Fair | Marietta, GA Purchase discount tickets online or pick up your BOGO tickets at any Metro Atlanta O'Reilly Auto Parts.

Did you know August is National "Make a Will" Month? Regardless of age or assets, making a Will is very important. Check out our latest blog to learn why.

August Is National "Make a Will" Month August is National "Make a Will" Month! This is a great annual reminder to review your will or create a will if you don’t have one already. Read more about the benefits of having a will and how to create one here:

Happy Monday!

This was the first week back to school in our community and if you're like most parents and kids we know, you're wiped out! Enjoy that "Friday" feeling!

You have a Financial Advisor, but does that mean you have a financial plan? Most traditional investment managers have a money-in, money-out strategy designed to keep as much as possible in your portfolio. A true financial plan is a deep and comprehensive dive into your current, short-term, and long-term financial circumstances and goals. It details topics such as risk tolerance, insurance needs (or don't needs), tax mitigation and management, investments (both those in and out of the market), and so much more.

Interested in learning more about our true Financial Planning services? Schedule a Right Fit Call today!