Landing Financial Group, Inc.

Landing Financial Group, Inc. The crew at Landing Financial Group, Inc. Link in bio ⬇️
linktr.ee/landinggroup ✈PLAN FOR CLEAR SKIES AHEAD✈

The crew at Landing Financial Group, Inc.

is made up of 𝗳𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗽𝗿𝗼𝗳𝗲𝘀𝘀𝗶𝗼𝗻𝗮𝗹𝘀 who are 𝙥𝙖𝙨𝙨𝙞𝙤𝙣𝙖𝙩𝙚 about helping individuals & families achieve their 𝙞𝙙𝙚𝙖𝙡 𝗿𝗲𝘁𝗶𝗿𝗲𝗺𝗲𝗻𝘁𝘀. is made up of 𝗳𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗽𝗿𝗼𝗳𝗲𝘀𝘀𝗶𝗼𝗻𝗮𝗹𝘀 who are 𝙥𝙖𝙨𝙨𝙞𝙤𝙣𝙖𝙩𝙚 about helping individuals and families achieve their 𝙞𝙙𝙚𝙖𝙡 𝗿𝗲𝘁𝗶𝗿𝗲𝗺𝗲𝗻𝘁𝘀. By examining your current financial situation and determining your needs, they design a 𝗙𝗜𝗡𝗔𝗡𝗖𝗜𝗔𝗟 𝗙𝗟𝗜𝗚𝗛𝗧 𝗣𝗟𝗔𝗡 for your planned destination. Land

ing Financial Group is 𝐭𝐡𝐞 𝐞𝐱𝐩𝐞𝐫𝐢𝐞𝐧𝐜𝐞𝐝 𝐜𝐫𝐞𝐰 for your journey ahead - they help you "see the skies" and 𝐚𝐯𝐨𝐢𝐝 𝐚𝐧𝐲 𝐩𝐨𝐭𝐞𝐧𝐭𝐢𝐚𝐥 𝐭𝐮𝐫𝐛𝐮𝐥𝐞𝐧𝐜𝐞 you may encounter along the way. The team specializes in:
🔹 𝗜𝗡𝗖𝗢𝗠𝗘 𝗗𝗘𝗦𝗜𝗚𝗡
🔹 𝗜𝗡𝗩𝗘𝗦𝗧𝗠𝗘𝗡𝗧 𝗠𝗔𝗡𝗔𝗚𝗘𝗠𝗘𝗡𝗧
🔹 𝗧𝗔𝗫 𝗥𝗘𝗗𝗨𝗖𝗧𝗜𝗢𝗡 𝗦𝗧𝗥𝗔𝗧𝗘𝗚𝗜𝗘𝗦
🔹 𝗟𝗢𝗡𝗚𝗘𝗩𝗜𝗧𝗬
🔹 𝗘𝗦𝗧𝗔𝗧𝗘 𝗣𝗟𝗔𝗡𝗡𝗜𝗡𝗚. Disclosure:
We are a financial services firm that utilizes insurance and investment products and does not offer tax or legal advice. Our firm is not affiliated with the US Government or any governmental agency. Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM). AEWM and Landing Financial Group are not affiliated companies.

06/24/2026

Couples sometimes assume Social Security is simple... 🙅

Retire. Turn it on. Collect the check.

Timing matters. Social Security benefits generally continue growing up to age 70, which means delaying benefits may increase future monthly income. Waiting can also come with drawbacks, like leaving money on the table if a spouse passes away earlier than expected.

In our experience, that’s why Social Security planning often becomes a much bigger conversation than just “when should I file?” Every family’s situation is different, which makes understanding your options so important before making a permanent decision.💡

From the early days to where things are now, being a dad is a journey that’s built one moment at a time.These photos cap...
06/21/2026

From the early days to where things are now, being a dad is a journey that’s built one moment at a time.

These photos capture just a few of those memories with Patrick and the kids. They show what it means to be supportive and always there along the way.

Wishing Patrick and all the fathers out there a great Father’s Day and a day that’s well deserved. 💙

06/19/2026

A lot of people know they “should” have estate planning documents in place… they just aren’t sure where to start. 🤷

In our experience, one of the biggest questions we hear:
“What’s better, a will or a trust?”

Both can help put your wishes in writing, which we believe to be a better alternative than leaving important decisions entirely up to probate court.

But the families we’ve spoken to don’t realize:
• Wills can potentially be contested
• Wills may become public record
• Trusts can provide more privacy and direction

Sometimes the most important step is simply starting the conversation. 💬

06/19/2026

A lot of people know they “should” have estate planning documents in place… they just aren’t sure where to start. 🤷

In our experience, one of the biggest questions we hear:
“What’s better, a will or a trust?”

Both can help put your wishes in writing, which we believe to be a better alternative than leaving important decisions entirely up to probate court.

But the families we've spoken to don’t realize:
• Wills can potentially be contested
• Wills may become public record
• Trusts can provide more privacy and direction

Sometimes the most important step is simply starting the conversation. 💬

06/17/2026

No paycheck, no problem… right? 🤷

Retirees can face tax surprises from unexpected areas: Social Security, investment income, and required IRA withdrawals.

💡 Understanding how taxes may impact retirement income and developing a plan can make a big difference.

Our 12-page guide, Tax Strategies for Retirement, offers insights on building a more tax-efficient retirement plan.

Visit our link in bio to get your copy today!

06/15/2026

Every office has that one ongoing debate…

Around here, it’s not just one thing. Between ice trays not getting filled, devices needing to stay charged, and the mystery of where everything actually belongs, there’s always something up for discussion. 😄

Just another glimpse into the personalities that make this team what it is!

06/12/2026

A stronger-than-expected jobs report helped drive much of last week's market conversation.

In Patrick's experience, economic reports can affect investor expectations surrounding inflation, interest rates, and future market conditions.

While short-term volatility can attract attention, long-term planning often remains the primary focus of many investment strategies.

06/10/2026

Apparently freshly cleaned windows can be a little TOO effective...

Patrick shared a story from Monday morning when Michaela was casually standing by the window eating a granola bar… right before a bird came flying straight into the glass at full speed.

Everyone was startled. The bird was probably confused. Michaela may never look at windows the same way again! 😂

06/08/2026

The market goes up. The market goes down. But volatility itself is not new.

One of the mistakes investors can make is reacting emotionally every time headlines turn negative or markets start swinging. As Jim Knetsch explains in this clip, market volatility can be driven by everything from economic shifts and world events to company-specific news.

Jim believes the key is having an investment strategy built for real life, not just the good days.

If you'd like to review your current strategy and talk through your concerns, our team is here to help.

06/05/2026

May may be over, but the market conversation continues. 💬

In Patrick’s experience, factors such as inflation, energy prices, interest rates, and global events can all influence how investors view the road ahead.

While markets posted gains recently, economic conditions can change, which is one reason long-term planning should often remain at the forefront of the conversation.

Address

631 US Highway One, Suite 201
West Palm Beach, FL
33408

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+15612290009

Website

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