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

Levine Financial Group - Joshua Levine RFC

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United States
Franklin, TN
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.

10/30/2026

🍬💛Happy National Candy Corn 🧡🤍
Candy Corn might be one of the most debated Halloween treats-- you either LOVE it or passing the bowl to someone else.
But there's one thing we can all agree on: making smart choices with your financial future is always pretty sweet 💰
Just like candy corn has its three colorful layers, a strong financial plan has layer too-- saving, planning, and preparing for the future.
So tell us..👇🏼
🍬Team Candy Corn-- Give me the whole bag.
⛔️No thanks-- Keeo it far away from me

10/23/2026

🎉Happy Birthday to Our Wonderful Tasha-Marie🎉

Today, we're celebrating a very special member of our team.

Tasha-Marie brings positivity, dedication, and a welcoming smile to our office every day. Her hard work and commitment to making our clients feel valued are truly appreciated. We are grateful to have her as part of our team and hope her birthday is filled with happiness, laughter, and all the things she loves. Here are photo from her birthday trip she took at the start of Oct. to Salem MA.
🎂🎉 Please join us in wishing Tasha-Marie a very Happy Birthday 🎉🎂

10/19/2026

🦥💰Happy National Sloth Day💰🦥

Sloths may be known for taking things slow, but when it comes to your financial future, slow and steady isn't always a bad thing.

Building wealth doesn't happen overnight. It takes patience, consistency, and a good plan. --One step (or sloth crawl 🦥) at a time.

So today, take a lesson from the sloth 🦥, Be patient
💰Stay consistent
📈 Keep working toward your goals
🦥 and remember.. you don't have to rush to make progress

10/18/2026

🧔🏻‍♂️Happy National NO Beard Day🪒
We're not quite sure Josh plans on celebrating this one!
Josh started growing his beard during COVID, but there was one very special occasion that convinced him to shave it off 👩‍❤️‍👨 Three years ago, he went clean-shaven to propose to Jen 💍😍
Apparently, one night without the beard was enough because he started growing it right back afterward 😂
The beard has been going strong ever since, and at this point, we're pretty sure it's here to stay.
So in honor of National NO Beard Day, we have to ask..
🪒Should Josh shave the beard again, or is the beard officially part of the brand?🧔🏻‍♂️
👇🏼Team Beard or Team NO Beard

10/14/2026

🥧🍰Happy National Dessert Day 🧁🍪
Life is a little sweeter with dessert. And your financial future can be too.
Whether you're saving for retirement, planning for a big purchase, or simply working toward your next financial goal, a solid plan can help you enjoy the sweet things in life without worrying about crumbs. 💰
So today, treat yourself - you've earned it
What's your favorite dessert and from where?👇🏼
Team Cake 🍰, Team Cookies 🍪, Team Pie 🥧 or Team Ice Cream🍦

Josh: Hot Chocolate Chip Cookie with ice cream on top, Keylime pie from Keywest, Carrot Cake from Bricktops

Tasha-Marie: Crumbl Cookies, Homemade Carmel Cheese Cake, Homemade Chocolate Pie

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.

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.

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

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, 🍂💰

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

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

Website

http://www.moneyconcepts.com/jlevine

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