Register Financial

No tricks, just smart financial planning! 👻

Wishing you a Halloween filled with plenty of treats and a future filled with thoughtful financial decisions. Have a safe, happy, and spooktacular Halloween!

Planning ahead includes keeping track of the little things! ⏰ Daylight Saving Time ends Sunday, November 1. Remember to set your clocks back one hour and update your schedule for the week ahead.

Meet David B. Pressly!

With extensive experience serving high-net-worth individuals, David takes a client-focused approach centered on each client’s unique goals and expectations. Before joining Register Financial Associates, he advised clients at Merrill Lynch, UBS Financial Services, and Morgan Stanley Smith Barney.

Outside of his work, David is a dedicated father, avid golfer, and proud Atlanta resident. We’re proud to have his experience and client-first approach as part of the Register Financial team.
https://registerfinancial.com/our-team/david-pressly/

Think about where you were financially at the beginning of the year.
Has your income changed? Did you make a major purchase? Are you approaching retirement? Have your family, business or long-term goals changed?
Your financial plan shouldn’t remain static when your life doesn’t.
Before the year ends, take time to make sure your financial strategy still reflects where you are today, and where you want to be tomorrow. Request a Financial Review.
https://registerfinancial.com/contact-us/

Why wait until January to start thinking about next year?
Before December 31, consider reviewing your financial goals, portfolio strategy, retirement contributions, and any major changes that happened in your life this year.
Closing out the year with a plan can help you enter the new one knowing where you stand and where you want to go next. Start Your Year-End Review With Register Financial.

https://registerfinancial.com/contact-us/

Every dollar you invest should serve a greater purpose. Whether that is retirement, education, or building generational wealth, we create strategies that help turn goals into results.
Let’s make your money work smarter. https://registerfinancial.com/

When markets are uncertain and headlines are moving quickly, emotion can easily become part of financial decision-making.

That’s when perspective matters.

A trusted advisor can help you look beyond today's headlines, revisit the reasons behind your strategy, and make thoughtful decisions based on your long-term objectives, not short-term noise.

https://registerfinancial.com/

The 1929 stock market crash didn't just become a defining moment in financial history; it helped reshape the way America's securities markets are regulated.
In the years that followed, new federal securities laws were enacted, and the Securities and Exchange Commission was created in 1934.
History reminds us that markets evolve, regulations evolve and economic conditions evolve. A thoughtful financial plan should be designed with change in mind. Explore Financial Planning With Register Financial.

Hear from Wealth Advisor, Andrew May on 4 signs you need a retirement planner before you quit your job.

4 Signs You Need a Retirement Planner Before You Quit 4 Signs You Need a Retirement Planner Before You Quit

October is Breast Cancer Awareness Month. A time to raise awareness, encourage early detection, and show support for individuals and families impacted by breast cancer.

Taking care of your health is an important part of planning for the future. This month, let’s prioritize awareness, education, and support.