The Advisory Group of San Francisco

Looking for insights to achieve your big goals? Recently, our CEO Greg Patterson was a guest on the Playing Injured Podcast where he and host Josh Dillingham hold a lively discussion around a range of topics...see the full list and listen to the recording in our latest blog post.

Taking a Midlife gap year doesn't have to be an either-or decision. Lisette Smith, Senior Advisor, and COO shared the power of a #midlifegapyear on the Retire Well, Retire Happy podcast. Check it out!

Has it been a while since you reviewed your insurance? Midlife opens up new risks to consider. Proper insurance can protect you and your loved ones from life's unexpected events. https://advisorygroupsf.com/gen-x-insurance-midlife-protec/

Inflation crept up the past few months causing questions among investors. In our latest blog post, we've shed light on inflation and what it may mean for your portfolio. #inflation #investments #financialplanning

Financial surprises happen, but a financial advisor can help you prepare by customizing a financial plan and preparing for uncertainty. One thing is certain "there's always going to be something unexpected." #wealthmindset #retirement #financialplanning

In partnership with GU Energy, our CEO Greg Patterson will be sharing the lessons he learned training for the 2021 Ironman World Championship at age 50. #triathlon #goals #virtualevent #Guforit https://buff.ly/3g8ec8r

Our COO Lisette Smith, CFP, joined Nancy Davis Kho on the Midlife Mixtape #podcast to talk about Midlife Gap Years: what they are, how to plan for one, and why they might matter, especially for #GenX ! #midlifegapyear #sabbatical #careerbreak #retirementplanning

For all you Gen Xers out there who are ready to regroup, recharge or pivot.

Many business owners spent the pandemic wondering if it may be time to sell and pursue other options. Before you sell your business, follow these 4 steps to get your business ready. #businessowners #sellingabusiness #personalwealth

Our CEO, Greg Patterson shared lessons he learned training for the Ironman World Championship in Kona in my conversation on The Midlife Male Podcast. "It doesn't matter if you are training for a Triathlon or planning for your retirement coaching helps you know when to push or recover." #retireearly #retirementplanning #financialindependence #careergoals

Join Greg Patterson Friday, May 14 at 11 am PST. During the live webinar, Greg will share lessons learned on his journey to training and qualifying for the Ironman World Championships. Get the tips you need to reach your #wealth and life goals.... #HaasAlumni #coachingandmentoring #wealthmindset #financialadvice #wealthmanagement #leadership https://buff.ly/3y05DDw

Gen Xers may find that midlife brings many situations that require an insurance re-evaluation. Teenage drivers, higher incomes...a valuable wine collection? Any or all of these could mean you need different or updated protection. #insurance #GenX #midlife #incomeprotection

California homeowners over age 55 will have more options to benefit from real estate tax savings with #Proposition19 Unfortunately, your kids may lose out. #estateplan #financialplan

We are pleased to announce that our firm surpassed $1 billion of assets under management (AUM) for the first time. This puts us into the small group of #fiduciary, fee-only advisory firms at this level. Most importantly, this milestone reflects the success of our clients’ tangible and intangible goals over time. It is also a testament to the dedication of The Advisory Group team to improving lives through life-changing financial advice and our client-centered design and proce...sses. We are proud to have accomplished this new level while 1) maintaining a low client-to-advisor ratio, ensuring top-of-industry client attention; 2) having and increasing our capacity for growth, and 3) surpassing $1 billion organically, rather than through the acquisition of other firms. It is our continued honor and thrill to serve our clients, most of whom are or were business owners or leaders. Whether they’ve wanted help with family financial goals, supporting employees through retirement plans, or serving their communities with foundations/endowments, we appreciate the continued trust they place in us. #financialadvice #financialplanner #businessowners #retirementplans #1billion

Gap Years aren't just for high school graduates any more! On today's webinar, our CEO Greg Patterson (Greg Triathlete) asked business leaders and owners how they'd spend a Midlife Gap Year? What's your answer? Learn how to plan a Midlife Gap Year and still stay financially on track. Download our new guide that will teach you our 3-step process: https://advisorygroupsf.com/mid-life #midlife #wealth_life #wealthmanagement #gapyear #sabbatical

The secret of getting ahead is getting started," Mark Twain wisely wrote. Take the first step to your 2021 goals and attend our Wednesday, Nov. 18th webinar. Sign up here: https://buff.ly/36HSMsK Our CEO Greg Patterson will share his lessons learned from training and qualifying for the IRONMAN World Championships that will help you see how you can turn "impossible" goals into possibilities. Bring your wildest life & wealth goals with you and learn actionable steps you can take to make them a reality.

If you're a solo business owner or you own a business with your spouse, you may want to consider hiring your kids to work for you (they are probably home anyway!). Tax savings, work experience, and help for you are some of the benefits. Learn more. #smallbiz #hireyourkids #taxsavings #entrepreneur

What's good for society may not be good enough for your company retirement plan. ESG investing is under scrutiny by the DOL, and if you offer these options, you'll need to be ready to justify your choice. #ESGinvestments #ESG #401k #fiduciary

"Peak busyness" is a common condition among successful business owners and leaders...this midlife ailment can sneak up on you and cause havoc. Here's what you can do about it. #midlife #financialplanning #lifeplan #busy

The Advisory Group condemns racism and discrimination and stands in support of equality and dignity for all people. Collectively, we can turn this painful time into one of the most positive and healing inflection points in our nation’s history, and create a new sense of community.

Don’t let what you cannot do interfere with what you can do. -coach John Wooden. Let’s all use what WE’VE GOT TO MAKE A DIFFERENCE. The Advisory Group supports the equality of all people, and will soon start an education and advice effort to reduce economic inequality.

Businesses hit hard by COVID-19 may have to consider using debt to get through the short-term crunch and rebuild for the future. Learn what to consider when using debt and how to make sure you protect yourself for the future. #smallbusiness #coronavirus #funding #SBALoans #PPP #Contingencyplanning

Picking the right auditor for your company’s retirement plan makes the process much simpler and ensures you follow all of the ERISA rules. We’ve outlined 13 questions you can ask CPA firms to decide which auditor is the best fit. #retirementplans #ERISALaw #CPA #Audit #401k #403b

Experience and contingency planning help us get through these difficult times. Our latest blog post outlines how we’re navigating uncertainty by going back to the basics. #financialplanning #contingencyplanning #coronavirus

"Stay focused on taking care of the health of yourself and yours in the short-term. Stay focused on the long-term by riding out the economic and investment storm. Read our latest blog post on why we’re optimistic despite volatilityand for those who are intrigued by the details, we have included a Q1 market recap from our partner Callan. #volatility #coronavirus #longterminvesting #staythecourse

Is portfolio rebalancing a good idea during such volatile market conditions? We think so, and offer some thoughts on why and how. #longterminvesting #disciplinedinvesting #rebalancing #covid19

The CARES Act provides immediate relief for individuals and small businesses. From unemployment to Payroll Protection Program to tax relief and more, we’ve outlined the key parts of the legislation that can help your cashflow. #smallbusiness #CARESAct #COVID19 #coronavirus

How can the recent CARES Act help your retirement plan participants? Read our latest blog post for details. #CARESAct #retirement

How should you think about the stock market reaction to the coronavirus? Watch our video to see what is driving volatility, where diversified portfolios stand now, how this market drop compares with others, why panic is not an investment strategy, how average returns are still on track, what a typical virus growth curve looks like and how it confuses investors, the good news that will eventually be on the horizon, and more. #behavioralfinance #smartinvesting #financialindependence