February 2024 | Issue 12

We’re more than standing by.

Just a decade ago, investment guys were most likely stockbrokers. People who made trades while you hoped your account went up. Financial investing professionals of today operate on the other end of the spectrum, with a level of discussion and consideration for the other areas of your life that far exceed what the market is doing in one moment.

This month, Allen sat down to share the hallmarks of modern investment counseling, aspects of investing you can and can’t ignore, and what goals or priorities should be evaluated as 2024 gets under way. Our biggest advice? Don’t shy away from critical decisions. Lean into them with your financial pl a nner.

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Planner Spotlight

“Knowing clients and what’s important to them is essential to helping them achieve their goals.”

— Scott Ward

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Missing key tax breaks?

Change is constant especially when you’re referring to the United States tax code. But not only is the tax code ever evolving, so are the circumstances of your life. Check out some commonly overlooked tax breaks or write-offs that you might be eligible for when completing your 2023 return.

Key Tax Credits & Breaks

Reach Out With Questions

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Securities are offered through LPL Financial (LPL), a registered broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. First Community Financial Consultants is another business name of Independent Advisor Alliance, LLC. All investment advice is offered through Independent Advisor Alliance LLC, a registered investment advisor. Independent Advisor Alliance is a separate entity from LPL Financial. First Community Bank and First Community Financial Consultants are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using First Community Financial Consultants, and may also be employees of First Community Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, First Community Bank or First Community Financial Consultants. Securities and insurance offered through LPL or its affiliates are:

Not Insured by FDIC or Any Other Government Agency

Not Bank Guaranteed

Not Bank Deposits or Obligations

May Lose Value

Investing is subject to risks including loss of principal invested. Past performance is not a guarantee of future results. No strategy can assure a profit nor protect against loss.

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