Freedom Street At Steward Partners

Freedom Street is proud to announce that Scott Danner, alongside Jim Gold, has been named to InvestmentNews’ second annual Hot List! Congratulations, Scott and Jim, on this outstanding achievement! #FreedomStreet #StewardPartners #InvestmentNews #LeadershipExcellence #InvestmentNewsHotList

As inflation cools, taxes may ease slightly in 2025. Learn how these changes impact your financial strategy, retirement contributions, and estate planning. Let’s start the conversation! https://ow.ly/Jclo50UqZ9x

Retirement planning is vital, and Social Security is just one part of the puzzle. Explore how building a robust financial strategy today can turn your benefits into bonus income! https://ow.ly/SiBL50UqYPw

We’re honored to be named among Financial Planning’s Top RIAs to Work For! This recognition reflects our dedication to building an outstanding workplace culture that empowers our partners and enhances client service. Thank you to our incredible team for making this achievement possible—watch the video below to celebrate with us! Check the list here: https://ow.ly/31IP50UqTLG #StewardPartners #TopRIAs #TeamSuccess Financial Planning

✨ Happy Friday! ✨ Another week in the books and a weekend of possibilities ahead! We believe in celebrating progress, embracing opportunities, and setting the stage for success. How are you closing out your week on a high note? Share your wins, big or small, in the comments below! #FreedomStreet #FinishStrong #FridayMomentum

Planning for your family's future involves more than just leaving an inheritance. Understand the crucial role of selecting the right trustee for your family trust. Their decisions can shape your legacy. Read more: https://ow.ly/2u6U50Up5Ew #FamilyTrust #EstatePlanning #TrusteeSelection #LegacyPlanning #WealthManagement #GenerationalWealth

💡 Start today, plan wisely, and let time do the rest. #WisePlanning #TimeManagement #GoalSetting #ProductivityTips #MindfulPlanning #AchieveYourGoals

Last night, we had the absolute pleasure of hosting our Annual Client Holiday Open House, and what an incredible evening it was! 🎉 Spending time with our wonderful clients is truly the highlight of the season. Thank you for making the evening so special—your warmth and joy remind us why we do what we do. From all of us, we wish you and your loved ones a very Merry Christmas and a holiday season filled with happiness and cheer! 🎅🎁🌟 #HolidayOpenHouse #ClientAppreciation #MerryChristmas #CheersToYouWe

✨ Happy Giving Tuesday! 🌟 Today, let’s spread love and kindness as we celebrate the joy of giving! Whether it's a donation, volunteering time, or simply sharing a smile, let's uplift our communities together. Join us in making a difference today—every little act counts! #GivingTuesday #ActsOfKindness

Thinking about retirement? If you've hit the $1 million mark or aspire to, understanding how long that money will last is crucial. The 4% rule serves as a solid starting point, but it's not foolproof. Learn more: https://ow.ly/AAuH50TUGKM