Founded in 2015, Nvestfit focuses on helping entrepreneurs develop sound strategies. We understand the myriad of challenges business owners face daily and know the biggest concern is often balancing personal and professional goals. We take time to discover what is most important by helping you to define and prioritize your financial fitness ambitions. Furthermore, we’ll work together to develop a game plan with which to execute on. Lastly, tracking your progress and making necessary adjustments along the way will improve your probability of success towards all your aspirations.
External link for Nvestfit, LLC
195 W Pike St
Suite 209
Lawrenceville, Georgia 30046, US
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🌞 Greetings from sunny San Diego! I’m thrilled to be at our annual LPL Focus conference, where I’m connecting with vendors, investment partners, and compliance experts. It’s always a fantastic opportunity to gain fresh insights, strengthen relationships, and make new friends in the industry. Looking forward to applying these new perspectives to better serve my clients and community. #LPLFocus2024 #Networking #FinancialPlanning #Compliance
📢 Office Closure Announcement 📢 In observance of Memorial Day, our office will be closed on Monday, May 27th. We will take this time to honor and remember the brave men and women who have served our country. 🇺🇸 We will resume normal business hours on Tuesday, May 28th. Thank you for your understanding. #MemorialDay #OfficeClosure #HonoringHeroes
Honoring Memorial Day with Financial Fitness! This Memorial Day, as we remember and honor the brave men and women who have served our country, Nvestfit is excited to introduce a new initiative to help you achieve Financial Fitness at its Finest! 💪💼 Introducing FinFit by Nvestfit! 🎉 Our personalized financial coaching program, FinFit, is designed to provide you with the tools and guidance to tackle your most pressing financial needs, such as: 💸 Debt reduction 📊 Budgeting and cash flow management 🛡️ Life insurance and risk management 📈 Maximizing employee benefits 📈 Developing an investment strategy in alignment with your goals Plus, FinFit includes a client portal that provides a real-time view of your complete financial picture, enabling you to make informed decisions and see how you are tracking towards your goals on any given day. 📲📈 Just as our heroes dedicated themselves to securing our freedoms, we're dedicated to helping you secure your financial future. 🌟 Whether you’re just starting out or looking to fine-tune your financial plan, our expert coaches are here to guide you every step of the way. Special Memorial Day Offer: Join FinFit by May 27th and get a month free! 🎁 Additionally, first responders and military personnel will have their setup fee waived as a thank you for your service. 🎖️ 🚀 Don't Wait! Start Your Financial Fitness Journey Today. 🏃♂️💨 Enter your goals now to see where your financial fitness level is at. 📊 Limited spots available – act fast! ⏳ Take the first step towards financial freedom by entering your goals right away at connect.emaplan.com/ans or using our calendar link to schedule a complimentary session at https://lnkd.in/eAx3cT2J #MemorialDay #FinancialFitness #FinFit #Nvestfit #FinancialFreedom
Limited spots available for a complimentary financial assessment. Act now to identify the biggest threat to your goals and safeguard your future. Don't miss out on securing your financial confidence! https://lnkd.in/eZVB6mTZ
🎓 I am incredibly honored to announce that this past Saturday I have graduated as part of the Leadership Gwinnett Class of 2024 and am now part of the prestigious alumni network. Congratulations to my fellow classmates on this accomplishment! Over the past 9 months, it's been impactful meeting leaders across private, public, government, and non-profit sectors while learning about the unique and diverse needs of our great Gwinnett County community. I'm told that this is just the beginning of our journey, and I'm grateful for the meaningful connections and relationships made along the way. I can't forget to give a shout out to my small group, the Lamoraks, the Best Study Group Ever! Special thanks to Jammie Taire, Nelmaris Alvarez, Andy Mann, Clayton Cain, Shameka Allen, and Robert Thompson! I look forward to utilizing the leadership skills gained to make a positive impact in Gwinnett. ✨ LG24 - The Absolute Best Class Ever! ✨ #LeadershipGwinnett #LG24 #Lamoraks #CommunityLeadership #GwinnettCounty #TheBestClassEver
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Thrilled to kick off my due diligence trip hosted by Advisors Capital Management! Looking forward to diving into discussions with portfolio managers about their investment strategies and gaining valuable insights into the world of finance. Let the learning begin! #AdvisorsCapitalManagement #InvestmentStrategies #FinanceConference #nvestfit #workingonthebusiness
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🌟 Last week was filled with enriching experiences! I attended a tax planning workshop, delving into the latest strategies to help our clients mitigate taxes and plan for wealth transfer. Additionally, I celebrated the achievements of inspiring young men at the African American Male Initiative Summit Dinner at Georgia Gwinnett College. I happened to spot some fellow LG classmates which was a bonus. Now, I'm gearing up for a due diligence trip for one of our investment partners, where I'll engage with portfolio managers and explore tax-efficient strategies. Excited to cap it off with my Leadership Gwinnett Class fall retreat, where we officially graduate and join the LG Alumni network! 🚀 #TaxPlanning #WealthManagement #LeadershipGwinnett #ProfessionalDevelopment #Nvestfit #FinancialFitnessatItsFinest
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🌟 Had an insightful morning at the Leadership Training session led by Matt Oess, Executive Coach and Revenue Growth Expert, focusing on Leading During Stressful Times. 🚀 A big thank you to Logan Serrano and Leadership Gwinnett for facilitating this enriching session! It was also fantastic catching up with my LG classmates and Alumni. Matt’s expertise shone through as he shared practical strategies for building trust within an organization and the impact of a high trust organization. It was inspiring to connect with fellow professionals and learn from such a seasoned expert in the field. Thank you, Matt Oess, for the engaging session! Looking forward to implementing these insights into my leadership approach. 💡 #LeadershipDevelopment #ExecutiveCoaching #StressManagement #ProfessionalGrowth #LeadershipSkills #LeadershipGwinnett #Nvestfit #WorkingOnTheBusiness
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🌟 Thrilled to Share Exciting News! 🌟 After 2.5 years of leasing a single office space, I am delighted to announce a major milestone in my career journey: I've moved into a new 3-story office building that I now own with my brother! It's been a long day of moving since 10:30 AM (12 hours and counting!), but I couldn't be more excited about this next chapter. This move signifies tremendous growth for our practice, allowing us to expand our capacity, serve our clients even better, and welcome new talent to our team. Thank you to everyone who has supported me and my brother throughout this journey. Here's to new beginnings and limitless opportunities ahead! 🚀 #NewOffice #BusinessGrowth #Entrepreneurship #Nvestfit
Mortgage lenders consider many personal factors when deciding whether you can afford a home. #MortgageCalculator