Proxy Financial

Happy Valentine’s Day from Proxy Financial ❤️

Happy New Year! 🎉 Wishing everyone a happy, healthy, and successful New Year. Here’s to new beginnings, fresh opportunities, and a positive year ahead. Thank you for being part of our journey—we look forward to what’s to come! #2026

From all of us at Proxy Financial, we wish you a Merry Christmas and a joyful holiday season filled with peace, happiness, and prosperity

CEO Weekly spotlights our CEO, ,for reimagining finance and proving that people—not products—belong at the center.
Full article ➡️ ceoweekly.com (link in bio).

For too long, outdated “rules” about money have held people back — myths like “you need $1M to retire” or “you can’t invest if you have debt.”

At Proxy Financial, we’re here to break those myths wide open. Every Monday, we’ll share the truth behind common money misconceptions, give you practical solutions, and show you how to build confidence in your financial future.

❌ Myths keep you stuck.
✅ Truth sets you free.

👉 Follow along every Monday — and drop the biggest money myth you’ve ever heard in the comments so we can tackle it together.

Why it matters: That’s almost 40% of the adult population, meaning millions of families could face financial insecurity if a primary earner were to no longer be here to provide. Protect what matters most. Explore your life insurance options today. Link in bio to learn more

Start the new year right with Proxy Financial Co-Founder & CEO, C.J. Davidson, with our LIVE webinar - ”Review Season!” Uncover the secrets of mindful budgeting, strategic planning, and setting the stage for fiscal success as we step into 2024! Don’t miss out on this educational journey! As the new year unfolds, January sets the stage for a financial fresh start. It's a month of reflection and resolution, where individuals and businesses alike reassess their financial goals and priorities. The theme revolves around mindful budgeting, strategic planning, and setting the tone for fiscal responsibility. CJ Davidson will cover: 1. The Importance of Portfolio Reviews. 2. Why we conduct reviews and how often you should see a review. 3. All the components that make up a successful review.

A LIVE Webinar - "Review Season"! FREE: Join us on January 11, 2024 at 12:00 PM PST!

Did you know that the probate process can take up to 2 years or more? 😱 That's why it's crucial to start planning your inheritance today. 📝 With the right estate plan, you can ensure that your assets are distributed according to your wishes and avoid costly probate fees. 💰 Don't wait until it's too late – let us help you start your inheritance planning today! Visit www.proxyfinancial.com ✅