Liabilities

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!

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?

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.

Have You Outgrown Your Advisor?

I believe one of the hardest things to do is find the “right fit” advisor for you and your family. Here's a little education about our industry.

Debt - The Good...The Bad...The Ugly

“Debt” The word alone makes most people cringe. After all, at some point in our life most of us have felt overwhelmed by debt. So how do we distinguish between the good, the bad and the ugly when it comes to debt?