Investment Planning

Is Organization Hurting Your Financial Future?

We take a look at behavioral finance on this week's episode. Let us help you visualize your entire financial layout and develop the best course for your financial future.

10 Questions Every Investor Needs to Ask

Wisdom isn’t always about knowing the answers. More often than not it's about knowing the right questions to ask. Here are questions every investor should be asking. You don't want to miss this Q&A session with our in-house CFA, Aaron Kennedy.

Is Your Investment Portfolio Tax Smart?

Is your investment portfolio tax smart? This may seem like peanuts, but over the years a tax-inefficient investment plan can make or break someone’s retirement. Our in-house CFA Aaron Kennedy joins us this week on our show.

The Secret Sauce to Investing

When it comes to investing, everyone is looking for the secret sauce. But what is the secret sauce? Our in-house CFA, Aaron Kennedy joins us this week on our show to let us know what the secret sauce is, and what you can do about it today!

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!

2018 Year End Planning

As 2018 draws to a close, there are important things that need to be addressed now rather than later. Find out what these issues are and more on this week's episode of Life Planning 101. Also, our in-house CFA Aaron Kennedy joins us to give us a market update. You don't want to miss this!

Should I Be Worried About the Market?

We will always live in interesting times. It is sticking to our disciplines that will allow us to make the most of it. Remember today is the first day of the rest of your life. Plan for it!

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!