Boundless Financial Services, LLC

08/19/2024

Exciting things are happening!

08/19/2024

Exciting changes are happening! I look forward to serving my clients in bigger and better ways.

Greenville Office News!

We are excited to announce that Danielle Harmon has joined our Private Wealth division of Blue Trust as a Private Wealth Advisor.

Danielle graduated summa cm laude from Oral Roberts University with a BS in finance and a minor in Spanish. She is a Certified Financial Planner Professional (CFP®) and a member of Kingdom Advisors.

More information about Danielle can be found here: https://www.bluetrust.com/advisor/danielle-harmon/

Welcome, Danielle!

08/12/2024

New things to come!

06/06/2024

If you're looking to expand your professional network, please join us at GBN for a visitor's day next Thursday, June 13th at 8:30 am. It's a great group of people and we are looking to grow. We specifically want to connect with an accountant, mortgage lender, life insurance agent, roofer, HVAC and other trades. Message me with any questions or to RSVP.

🌟 Join Us for Visitor's Day at Our Referral Networking Group! 🌟

Are you looking to grow your business through powerful connections and referrals? Look no further! Our local referral networking group meets every Thursday morning from 8:30 - 10:00am, and we’re excited to invite you to our special Visitor's Day on June 13th!

Here’s the scoop:
📅 When: June 13th, starting at 8:30am
📍 Where: The Office Centers at The Point, 33 Market Point Dr, Greenville

Our group follows a structured agenda to maximize networking opportunities, and we only accept one person from each profession in our Chapter. Right now, we’re on the lookout for professionals in the following fields:

☑️Life Insurance
☑️Landscaping
☑️Pest Control
☑️HVAC
☑️Estate Planning Attorney and/or Elder Law Attorney
☑️CPA and/or Tax Preparer
☑️Banking Services
☑️Carpet Cleaning

Why Join Us?
🤝 Build meaningful business connections
📈 Grow your referral network
🎯 Exclusive profession slots in each Chapter

Interested in learning more? Want to attend? Have questions about other professions not mentioned above? Drop us a message or comment below! We can’t wait to welcome you and show you how powerful referral networking can be with GBN! Let's grow together!

01/02/2024

Wishing you all a very happy 2024!

01/02/2024

Wishing you all a very happy 2024!

08/20/2023

Do you understand how much money you could be leaving on the table if you're not utilizing your HSA or FSA?

Swipe ➡️ for a helpful tip on a tax-saving opportunity you don't want to miss!

08/18/2023

It's important to invest in yourself!

What steps are you taking to develop your knowledge and skills?

08/16/2023

An hourly or project-based financial planner can review your entire financial situation and develop customized recommendations for you.

Working with them does not require you to open any investment accounts.

Plus, most of them work virtually, so location is not a major factor. If you'd like to learn more or find your own hourly planner, check out garrettplanningnetwork.com. 🤝

08/13/2023

Did you know that some credit card rates are 30% or higher?!?

Be sure to review your interest rates on credit cards and other loans. When determining which debt to pay down first, start with the highest interest rate loan.

08/11/2023

What deliberate choices are you making today that are propelling you forward toward your financial goals?