Financial Planning

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.

What Is Your Relationship With Money?

Life isn’t about money, it is about living. Allow yourself to live Life on purpose. Do yourself a favor and control your money so it doesn’t control you.

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 Much is a Million Dollars Really Worth?

Just how long will the rest of your life be? How long will your windfall need to last? Remember that reality will set in eventually - it will be your choice whether it is a gratifying reality or a harsh one.

Securing Your Family's Success

What is the most important thing you desire to pass to your children: values or money?

Life Insurance Awareness

September is Life Insurance Awareness Month. Jim Kennedy joins us this week on our show to share some important information that you don't want to miss!

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?

Veterans Administration Benefit Planning

VA claim specialist Brian Byars joins us this week on our Life Planning 101 podcast to share some important information regarding VA program aid. Please contact our office if you have any questions or would like a copy of the VA Claim Checklist. 254-629-3863.

Investments - Do You Have the Old Plan or the New One?

Are you investing the old way or the new way? Unfortunately you could purchase an insurance policy today - and it could turn out to be the ‘old policy’. Likewise, an investment plan today very well may be the old plan. The old plan consisted of one, two, or three components when it comes to investing. The new plan has five.

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.