Citadel Financial Planning
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• Securities offered through LPL Financial, Member FINRA/SIPC finra.org sipc.org. Investment Advice offered through Good Life Advisors, a registered investment advisor. Good Life Advisors and Citadel Financial Planning are separate entities from LPL Financial.
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10/25/2024
Grateful to have made it out for this conference.
The Good Life vibe is strong this week in Nashville!
Day 2 of : The Advisor Success Panel brought together three advisor CEOs to share their journeys:
Mike Bensey, MBA, Good Life Financial Advisors of Orlando
Brenan Volpe CFP®, Citadel Financial Planning in Fuquay-Varina, NC
Brian S. Lethert, CRPC - Spitfire Financial Group in Billings, MT
These seasoned entrepreneurs dove deep into what it truly means to be CEO of your practice - from navigating family dynamics to perfecting planning processes and maximizing time management.
06/04/2023
We’ve seen amazing progress on the office this last month.
Planning to be done with construction by the end of June and moving in early July!
03/28/2023
Office Construction is coming along. It's been very exciting watching the walls go up, and being able to visualize the space more. Target completion sometime in May, fingers crossed!
A big shout out to our General Contractor Jordan Yelverton with the The Restoration House in Raleigh, NC. He has been making everything happen, and communicating with us every step of the way.
And to my good friend Rich Reagan with Garage Force of Raleigh, who is going to be doing an amazing stained concrete flooring through the whole space for us. We can't wait to see it all come together!
03/16/2023
In This Update Brenan Talks Through a Summary Of What Happened With Silicon Valley Bank, The Response From The Markets/Federal Reserve, and The Outlook Moving Forward.
Our goal with these updates is to break down some of the most complicated events going on in the economy or markets, into a simplified review of the facts and outlook.
If you're stressed about the markets, do yourself a favor: turn off the tv and schedule an appointment with your advisor to review your risk level and long term plans.
Planning, organization, and preparation are the answers to financial stress, not letting our emotions get the better of us.
03/14/2023
Inflation Data Came Out This Morning Showing Inflation Is Cooling, But Remains Stubbornly High.
02/18/2023
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27526
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| Wednesday | 8:30am - 5pm |
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| Friday | 8:30am - 5:30am |
