As we reach the halfway point of 2025, it's an excellent opportunity to reflect on your financial journey so far and prepare for what's ahead. Whether you're thinking about saving for retirement, funding an education, making a big purchase, or managing life transitions, planning now helps establish confidence & clarity.
This month, we're excited to share updates about our new South Carolina Branch office location, welcome a new team member, and celebrate the birth of a new U-Vest® baby!
We are Officially Halfway Through 2025
Can you believe it? We're halfway through the year, and now is a great time to pause, reflect, and refocus! As you look ahead to the next six months, here are a few questions worth asking yourself to stay on track:
Are your goals still the same this year? Has market volatility affected your goals? Note any changes since the first of the year that may warrant reviewing your goals.
Is your credit score looking good? Double-check your credit score for any red flags. This can be a good way to catch issues like identity theft early.
Are your contributions on track? Consider increasing your contributions to any personal or workplace-sponsored savings plans if it suits your goals.
Does your scheduled spending still make sense? Look at any impacts you've felt due to market volatility. Do your plans for the rest of the year align with reality?
If these tips spark questions, don't hesitate to reach out. Our team is always happy to talk through your financial picture, mid-year, or any time "U" need support!
Planning Something Big? Let's Talk.
If you or someone you know is preparing for a significant life event, such as marriage, career changes, funding college, retirement planning, or updating an estate plan, we are here to help.
Feel free to share our information with friends or family who could benefit from our personalized financial guidance—we're here to help everyone build a confident financial future. Reach out to schedule a time with our team today!
Michael Davino Ranked #49 on AdvisorHub's 2025 Advisors to Watch: Next Gen List
We're thrilled to share that our CEO, Michael Davino, has been named one of AdvisorHub's 2025 Advisors to Watch: Next Gen, coming in at #49 on the national list!
This recognition honors top rising leaders in the industry who are not only making an impact today but also shaping the future of financial services. We're proud of Michael's leadership, vision, and the dedication he brings to our clients and team every day!
Greer, South Carolina Office Updates
It's almost time! Our new Greer, SC office is expected to officially open in August, and we look forward to welcoming you. In the meantime, we're excited to share that Collin Maides, our newest Licensed Assistant, has officially joined the team and is already getting settled in Greer. We're thrilled to have him supporting our efforts as we expand our presence and serve more families throughout the Upstate region.
Our U-Vest® Family Just Got Bigger
We're excited to welcome Allie's baby, Elenore Jane, to the U-Vest® family! She made her grand entrance on June 20th, weighing just 6 lbs, 11 oz, and she's already stolen all of our hearts.
Special Dates Coming Up in August:
August 1-31 — FL Back-to-School Sales Tax Holiday
August 1 — Taxpayer Appreciation Day
August 14 — Financial Awareness Day
August 26 — Women's Equality Day
August is Make-A-Will Month
August is National Black Business Month