Insurance Issues

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.”

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?

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.

What is Your Long-Term Healthcare Plan...Beyond the Money?

Bret Robinson joins us this week on our show to discuss the importance of having a plan in place to address long-term healthcare needs. You don't want to miss this!

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.

The Gift That Gives...In More Ways Than One

It seems we are all inspired to give back during the holidays even in the smallest way. Here are 5 strategies for giving to your your favorite causes and have Uncle Sam help you do it.

Top 5 Mistakes Business Owners Make

Are you passionate about your business? Do you want to see your business succeed? Here are the top 5 mistakes that we've found that business owners make.