Business Succession

How Do You Successfully Transition the Family Business?

Are you a business owner? How do you successfully transition the family business? Off the cuff conversations and verbal handshakes are a recipe for disaster. Remember to treat your business like a business.

Ranch Entities

Are you a farmer, rancher, or business owner? Then you don't want to miss this week's episode of Life Planning 101. The Working Ranch Radio Show interviewed us recently and a listener asked a question: What type of legal ownershipshould you have for your ranch and property?

My Farm & Ranch - Transitioning and Retirement Planning

Are you a farmer, rancher, or even a business owner? Have you thought about how you're going to transition into retirement? Don't miss this week's episode! If you haven’t thought about your own legacy, here are some important things to consider. We call it the “Who, What, When, How, Sam and Plan Approach.”

No Way Around It

Why is it human nature to do nothing until the pain is bad enough? Why do we not take preventative measures for our health, our business, and future?

What is Life Planning?

Over 35 years of working in various fields of Life Planning has shown me that most people don’t plan to fail –they just fail to plan. And one reason behind this procrastination is that they are overwhelmed by the complexity of the task and don’t know where to start. I feel it is very important for every family to seek help and take the time to focus on the questions that need to be addressed. I encourage you to be proactive as opposed to reactive and live your life on Purpose!

The Fast Track for 2019

What resolutions can you make for 2019 that will help you keep your eyes on the future while still cleaning up the messes you have in the meantime Here are the top five in regards to your financial plan.

Seeking Your Purpose

God put us here with purpose. It is our responsibility to seek it and be it. Find your direction and focus your efforts and courage to make 2019 the best year ever!

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!