Summer’s Here—And So Is a New Financial Season

It’s official: summer has arrived in South Georgia.

The kids are out of school, the temps are climbing fast, and the pace of life starts to shift. Whether you’re spending weekends by the water, sneaking in a little vacation time, or just trying to beat the heat, this season has a rhythm all its own.

At Tanner Wealth, we see summer as more than just a change in the weather—it’s an opportunity to reset.

Summer Slows Us Down—Use That to Your Advantage

Everything moves a little slower when the heat sets in—and that’s not a bad thing. Slower days give us the space to think about what matters most: family, legacy, health, freedom, and the kind of life we’re building.

Summer is a great time to:

• Revisit your financial goals

• Review your estate plan

• Check in on your retirement path

• Have the conversations that often get lost in the busyness of the year

The truth is, when life slows down, clarity speeds up.

Markets, Like Weather, Can Be Unpredictable

We’re nearly halfway through the year, and if the markets have taught us anything lately, it’s to expect the unexpected. That’s why having a plan—and regularly reviewing it—is so important. Whether things are up, down, or sideways, a well-built financial strategy can help you stay calm and focused.

We work with client to build plans to can help you weather all seasons —not just when the sun’s shining.

This Season Can Be More Than Just a Break

Don’t let summer slip by without being intentional. Take the trip, make the memories—but also take a moment to ask:

• Am I on the right path?

• Are there adjustments I should be making?

• Is my plan working as hard as I am?

Even just one conversation can help bring clarity and confidence heading into the second half of the year.

If you’ve been meaning to take a fresh look at your financial strategy, now’s a great time. Let’s grab coffee or jump on a call.

Here’s to a season of rest, reflection, and smart decisions.

Stay cool out there,

By John Tanner, VP | Regional Leader | Wealth Advisor

FI Advisors, Inc.

913 N PATTERSON STVALDOSTA, GA 31601

229-232-8211

Securities and insurance products are offered through Cetera Investment Services LLC (doing insurance business in CA as CFG STC Insurance Agency LLC), member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC. Neither firm is affiliated with the financial institution where investment services are offered. Advisory services are only offered by Investment Adviser Representatives. Investments are: Not FDIC/NCUSIF insured May lose value Not financial institution guaranteed Not a deposit *Not insured by any federal government agency.