Almond Valley Wealth Management’s Post

Happy National 401(k) Day! Did you know? The 401(k) plan was introduced to the public on September 6, 1980, as part of the Revenue Act of 1978. It revolutionized retirement savings by allowing employees to set aside a portion of their salary before taxes were taken out. As we celebrate this milestone, it's the perfect time to review your 401(k) strategy. Whether you're an individual planning for your future or a business owner looking to enhance your employee benefits, we’re here to help. Call us today to schedule a review of your 401(k) options and ensure you're on the path to a secure retirement. Let’s make sure your plan is working as hard as you are! #National401kDay #RetirementPlanning #FinancialGrowth #FinancialEducation

Reminder to get your tickets - we'll be looking for you!

We are proud we are able to sponsor the golf tournament benefiting Love Our Cities! For 15 years, Love Our Cities has been a beacon of hope and action, helping over 100 cities make tangible improvements in their communities. With the incredible support of 272,000 volunteers, they have contributed over $39 million in community service. Their work addresses critical issues such as homelessness, underserved neighborhoods, school partnerships, foster families, senior support, human trafficking, and gang violence, among others. Every dollar donated goes directly towards supporting city partners and expanding their reach to new cities. This means that our contributions have an immediate and profound impact. We’re grateful to support an organization that is committed to making a difference where it’s needed most.  #CommunityImpact #GolfForGood #LoveOurCities #Growth

Wishing a very happy birthday to our esteemed senior advisor, Angelo! Your dedication and wisdom have been invaluable to us. May your special day be filled with joy, and may you get to enjoy some quality time with beautiful wife, your wonderful children and grandchildren this weekend. Here's to a fantastic year ahead filled with great golf rounds, delicious meals, and cherished family moments! #HappyBirthday Angelo M. Giannosa, CLU®, ChFC®, CLF®, AIF®

"Your community is here to support you!" Well-said, Casey.

What a fantastic evening at the Sacramento Rivercats game! We had the pleasure of hosting young business owners and their families for a night of baseball excitement. A big shoutout to Dinger, the mascot, for making the event extra special and to our friend, Jim Carstens, for arranging game-used baseballs for the kids! Just as we enjoy unforgettable experiences, we’re dedicated to creating financial strategies that offer you peace of mind and success. If you’re ready to hit a home run with your financial future, let’s connect and make it happen.  #FinancialGoals #BusinessSuccess #GameNightFun

Exciting News: Join us on September 8th for a delightful brunch! Enjoy delicious food, great company and a chance to connect with amazing people trying to make a difference. Click the link below to get tickets.

Happy Financial Awareness Day! Here are some ideas to celebrate today: --Learn Something New On Our Website: Read an article on personal finance topics that interest you and share your knowledge with your loved ones. --Assess Your Finances: Review your budget, savings, and investments. It’s a good opportunity to set or revise financial goals. --Review Your Financial Plan: Ensure your financial plan, including retirement and estate planning, is up-to-date. --Start a Savings Challenge: Set a small savings goal for the month and find creative ways to achieve it. --Consult Us: If you have specific questions or need guidance, schedule a complimentary meeting with Almond Valley Wealth Management Celebrating Financial Awareness Day can be a great chance to strengthen your financial habits and increase your financial knowledge. #FinancialAwareness #FinancialEducation #FinancialLiteracy #FinancialAdvise #FinancialGrowth

Celebrating Wellness Month with a splash! This August, we’re thrilled to highlight the importance of balance in both life and finances. Check out these heartwarming moments of Casey teaching swim lessons to his baby boy – a reminder that investing in your family's well-being is just as crucial as investing in your financial future. At Almond Valley Wealth Management, we believe in nurturing all aspects of your life. Just as these swim lessons create a strong foundation for the little one’s future, a solid financial plan can set you on the path to long-term success. Ready to make a splash with your financial wellness? Contact us today to schedule a consultation and dive into your financial future with confidence. Let’s create a plan that supports both your personal and financial goals! #WellnessMonth #InvestInYourself #FinancialWellness #FamilyFirst

We have some exciting news to share with you! We are thrilled to announce that we are adding another financial advisor, Steven J. Wright, AIF®, to our team here at Almond Valley Wealth Management. With over three decades of experience in the financial industry, Steve brings a wealth of knowledge that can greatly benefit our clients. Steve's career journey with Principal Financial Group® began in 1989, where he started as an advisor and quickly moved into a leadership role at their corporate headquarters in Des Moines, Iowa. His passion for leadership led him to serve in various capacities, including as Regional Managing Director in Northern California, overseeing a team of over 50 representatives across multiple offices. Throughout his career, Steve has been deeply involved in advocating for his industry and community. He has served as a local president of the National Association of Insurance and Financial Advisors (NAIFA) and continues to be actively engaged in professional associations such as FINSECA and the Society of Financial Services Professionals (SFSP). Steve holds a BBA in Management from Iowa State University and maintains several FINRA registrations as well as CA Life & Health Insurance Licenses, which enables him to provide comprehensive financial guidance tailored to your needs. Steve will be supported by dedicated team members, Jill and Valerie, who are committed to providing excellent client care and support. We are confident that Steve's addition to our team will enhance the level of service and guidance we provide to you, our valued clients. Please join us in welcoming Steve as we look forward to continuing to support your financial goals and aspirations. If you have any questions or would like to schedule a meeting with Steve, please do not hesitate to reach out to us. We are here to assist you every step of the way. #Growing #NewTeamMember #FinancialAdvisor #FinancialGrowth