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Three Magnolias Financial Advisors

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Jennifer Johnson
Wes Reed
Jonathan Kacmarcik
Jim Holmes
Connor Cornelison
Paula Foxx
Austin Childress
Jennifer Johnson
Wes Reed
Jonathan Kacmarcik
Jim Holmes
Connor Cornelison
Paula Foxx
Austin Childress
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THE WEALTH REPORT
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A FINANCIAL PODCAST

Covering Trends, Markets & Your Financial Future

EPISODES

Your Year-End Checklist

Your Year-End Checklist

Your Year-End Checklist

In this episode, we delve into the importance of reviewing your 401k contributions, especially as the limits increase annually. Jennifer...

Dec 18, 2024

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WRIGHTSVILLE BEACH OFFICE

© 2025 THREE MAGNOLIAS Financial Advisors. All Rights Reserved

Securities offered by Registered Representatives through Private Client Services, Member FINRA/SIPC. Advisory products and services offered by Investment Advisory Representatives through Three Magnolia Financial Advisors, a Registered Investment Advisor. Private Client Services and Three Magnolia Financial Advisors are unaffiliated entities. Financial Advisors do not provide specific tax/legal advice and this information should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation. Separate from the financial plan and our role as a financial planner, we may recommend the purchase of specific investment or insurance products or account. These product recommendations are not part of the financial plan and you are under no obligation to follow them. Life insurance products contain fees, such as mortality and expense charges (which may increase over time), and may contain restrictions, such as surrender periods. Form ADV Form CRS

Links to third-party websites are provided for your convenience and informational services only. Three Magnolias is not responsible for the information contained on these third-party websites.

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