Business Succession

A Tax Nightmare for Your Business

Do you have life insurance for your business and/or owned by your business? If so, the death benefit is supposed to be tax free, right? It might be. It might not be. Or worse, it could be taxed twice. Don’t leave your spouse and partner with a tax nightmare. Let us help you review this today!

Tax Reform - Clean Up on Aisle 3

Have you ever wished you had a “Clean Up Button” in life? We all have messes and well…they’re messy. Believe it or not, Tax Reform has created a “Clean Up Button” for a lot of people.

If Not Now, Then When?

We encourage you to take action so that you, your family, and your business can live Life on purpose.  After all, people don’t plan to fail, they fail to plan.

Why It Pays to Imagine the Worst

I truly don’t believe any person plans to fail. It is true that we merely fail to plan. We can’t worry about the future. All we can do is plan for the “what ifs” in life. It is our job to help the individuals and families we work with imagine the worst. This is how we progress toward our mission to give our clients confidence in their financial future and life plan so that they may enjoy “Living Life on Purpose.”

How Do You Do That? - Money Ideas No One Thinks Possible

As a Life Planning Firm, we are the financial quarterback for the families we work with. We spend tens of thousands of dollars each year to continue our education and keep up with the ever-changing information. We spend even more to retain access to some of the very best specialists, attorneys, and CPAs. We know who is needed, what is needed, and when things are needed to do the job so the families we work with only need to focus on one thing—living Life on purpose!

Planning All Alone

When it comes to your money, your retirement, or your Life plan…shouldn't you get a second opinion? You may be on the right track, but if you are not, don’t you want to know?

A Family Business is Still a Business

When you have a family business, you often need a reality check to keep your business what it it—a business.

Is it Possible to Never Pay Taxes Again?

There are seasons for everything in life. You can either let them pass you by or you can thrive in them. Now is the season for planning.

Attention Business Owners

3 planning strategies utilized to potentially help business owners protect assets, plan for their futures, and take care of their families.

Working with Wisdom

Wisdom isn’t something you are born with. Yet wisdom, once gained, can be the most valuable thing you achieve and maintain - second only to your relationships with God and those you love most in life. Wisdom is achieved through years of watching, listening, observing and experiencing.

Done Beats Perfect Every Time

Is there something you need to do today for the sake of your family or future? Check out this week's episode for more info. You don't want to miss this!

What Is Your Biggest Financial Concern?

Join us this week to learn about some important tips to help you have a strong financial foundation.