About Us

3 Things to Know During Life Insurance Awareness Month

Life insurance is an important part of a client’s overall financial plan, and too often, it’s left out of the financial planning picture. Many households have no insurance at all, or, if they do, it’s an employer-provided benefit that may not be enough to adequately address their financial objectives God forbid something horrible happens. Our… Continue reading 3 Things to Know During Life Insurance Awareness Month

Uncategorized

Are You Willing to Accept the Certainty of Uncertainty?

Who thinks they know where the stock market is heading for the rest of the year? Anyone have President Trump figured out, or how China will continue to maneuver in trade negotiations? Who has grand insight into the Federal Reserve’s next steps? Crystal ball on this next election cycle and on what an inverted yield… Continue reading Are You Willing to Accept the Certainty of Uncertainty?

Retirement Planning

5 Questions to Ask Yourself About Insurance in Retirement

Most clients of ours have made plans for their estate and documented them in their Will and through beneficiary designations on their financial accounts. This is a must, and we’re happy to help our clients check those boxes. But part of planning your estate is also about trying to balance protecting it (through insurance) and… Continue reading 5 Questions to Ask Yourself About Insurance in Retirement

About Us

You’re Off Course 97% of the Time? Control Your Direction

I read an interesting statistic that said when a plane from New York takes flight to Los Angeles, it ends up being off course 97% of the time. Air traffic controllers are constantly giving inputs that call for change of direction and altitude to get the plane precisely where it needs to get to. When… Continue reading You’re Off Course 97% of the Time? Control Your Direction

ABCs

5 Ideas to Prepare Children for Wealth

My oldest child turns 11 this week!!!! Is he really getting closer to being an adult than a kid? Not only is he starting to eat us out of house and home, but we’ve now been having more mature conversations. We’ve been talking about how Middle School will be more responsibility, how he’ll have a… Continue reading 5 Ideas to Prepare Children for Wealth