Landing Financial Group, Inc.

Landing Financial Group, Inc. The crew at Landing Financial Group, Inc. Link in bio ⬇️
linktr.ee/landinggroup ✈PLAN FOR CLEAR SKIES AHEAD✈

The crew at Landing Financial Group, Inc.

is made up of 𝗳𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗽𝗿𝗼𝗳𝗲𝘀𝘀𝗶𝗼𝗻𝗮𝗹𝘀 who are 𝙥𝙖𝙨𝙨𝙞𝙤𝙣𝙖𝙩𝙚 about helping individuals & families achieve their 𝙞𝙙𝙚𝙖𝙡 𝗿𝗲𝘁𝗶𝗿𝗲𝗺𝗲𝗻𝘁𝘀. is made up of 𝗳𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗽𝗿𝗼𝗳𝗲𝘀𝘀𝗶𝗼𝗻𝗮𝗹𝘀 who are 𝙥𝙖𝙨𝙨𝙞𝙤𝙣𝙖𝙩𝙚 about helping individuals and families achieve their 𝙞𝙙𝙚𝙖𝙡 𝗿𝗲𝘁𝗶𝗿𝗲𝗺𝗲𝗻𝘁𝘀. By examining your current financial situation and determining your needs, they design a 𝗙𝗜𝗡𝗔𝗡𝗖𝗜𝗔𝗟 𝗙𝗟𝗜𝗚𝗛𝗧 𝗣𝗟𝗔𝗡 for your planned destination. Land

ing Financial Group is 𝐭𝐡𝐞 𝐞𝐱𝐩𝐞𝐫𝐢𝐞𝐧𝐜𝐞𝐝 𝐜𝐫𝐞𝐰 for your journey ahead - they help you "see the skies" and 𝐚𝐯𝐨𝐢𝐝 𝐚𝐧𝐲 𝐩𝐨𝐭𝐞𝐧𝐭𝐢𝐚𝐥 𝐭𝐮𝐫𝐛𝐮𝐥𝐞𝐧𝐜𝐞 you may encounter along the way. The team specializes in:
🔹 𝗜𝗡𝗖𝗢𝗠𝗘 𝗗𝗘𝗦𝗜𝗚𝗡
🔹 𝗜𝗡𝗩𝗘𝗦𝗧𝗠𝗘𝗡𝗧 𝗠𝗔𝗡𝗔𝗚𝗘𝗠𝗘𝗡𝗧
🔹 𝗧𝗔𝗫 𝗥𝗘𝗗𝗨𝗖𝗧𝗜𝗢𝗡 𝗦𝗧𝗥𝗔𝗧𝗘𝗚𝗜𝗘𝗦
🔹 𝗟𝗢𝗡𝗚𝗘𝗩𝗜𝗧𝗬
🔹 𝗘𝗦𝗧𝗔𝗧𝗘 𝗣𝗟𝗔𝗡𝗡𝗜𝗡𝗚. Disclosure:
We are a financial services firm that utilizes insurance and investment products and does not offer tax or legal advice. Our firm is not affiliated with the US Government or any governmental agency. Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM). AEWM and Landing Financial Group are not affiliated companies.

07/17/2026

Global events can sometimes move the markets quickly, and this past week was another example.

In this week's update, Patrick shares his perspective on recent market activity, including oil prices, inflation, and interest rate expectations, along with why he's continuing to monitor these developments.

We're also excited to welcome Paige to the Landing Financial Group team! If a call comes in from a new friendly voice, that's probably her. 😊

Happy Birthday, Colton! 🎉We're sure Jim and his family and showing Colton their love and appreciation today as he gears ...
07/14/2026

Happy Birthday, Colton! 🎉

We're sure Jim and his family and showing Colton their love and appreciation today as he gears up for another year of adventures and good memories.

We hope it's a fantastic celebration!

07/12/2026

One of the biggest questions we hear? How additional income can affect Social Security, taxes, and Medicare.

It may be worth understanding the trade-offs in timing and the amount you earn before deciding whether to continue working.

With recent tax changes, this topic is discussed even more often in our office among retirees. Stay tuned. More insights are coming soon from Landing Financial Group.

Please join our team in wishing Patrick and Kristi a very Happy Anniversary! 🥂Their partnership has touched so many live...
07/11/2026

Please join our team in wishing Patrick and Kristi a very Happy Anniversary! 🥂

Their partnership has touched so many lives over the years, both personally and professionally, and today is a great reminder that strong relationships are often the foundation of everything meaningful.

Wishing them many more happy years ahead together.

07/10/2026

The first half of the year wrapped up with plenty to talk about. 💬

Markets finished the quarter on a strong note, while recent economic reports offered a mix of encouraging and cautionary signals. In Patrick's experience, weeks like these are a reminder that it's often helpful to look at several pieces of information together rather than drawing conclusions from a single headline.

🔍 Employment data, inflation, and global events all continue to be areas worth watching, and the way those factors develop could influence market sentiment in the weeks ahead.

As always, our goal is to help make sense of what's happening, one week at a time.

07/08/2026

If there’s one thing that gets everyone talking… it’s food. 🍽

We asked the team for their favorite local restaurants, and let’s just say there’s no shortage of great options on the list. From casual spots to standout favorites, everyone had something different to share.

Safe to say there are plenty of recommendations floating around the office!

07/06/2026

Questions surrounding inheritances and trusts are rarely one-size-fits-all...

In our experience, estate planning conversations often involve discussions around timing, maturity, family dynamics, and whether assets should be distributed all at once or structured over time.

These discussions can involve deeply personal decisions, which is one reason these conversations are often worth revisiting over time.

07/04/2026

Happy Fourth of July from all of us at Landing Financial Group!

Wishing everyone a relaxing and memorable holiday weekend filled with family, friends, and summer celebrations.

Enjoy the weekend and stay safe! 🎆

07/02/2026

Some weeks remind us just how quickly markets can change. 🎢

Inflation data, technology stocks, and global events all played a role in this week's market swings. While the headlines may feel dramatic, they're only part of the story.

In Patrick's experience, keeping a long-term perspective is often more productive than reacting to every move the market makes.

🙋 Questions about what this week's market activity could mean for you? Call 561-229-0009 to continue the conversation.

06/30/2026

People think investing is only about picking the “right” stocks. Retirement mistakes can happen because people never fully learn the basics in the first place.

In our experience, understanding how market risk works, knowing how to take advantage of a 401(k) match, and learning the difference between a Traditional IRA and a Roth IRA can all have a major impact on long-term retirement planning.

If you’d like help reviewing your retirement strategy or understanding your options, our team is always happy to have a conversation. 👋

Address

631 US Highway One, Suite 201
West Palm Beach, FL
33408

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+15612290009

Website

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