Life & Planning
Educate Your Heirs
Because building this matters more than the money If you were to ask a class of Kindergarteners what their parents do for a living, the answers can be amusing. You’ll…
Read MoreBe Intentional with Your Legacy
Inspiring a legacy Dick was the owner of one of the largest recreational vehicle retailers in the country. He had asked the youngest of the three children, Loren, to work…
Read MoreTake Control of Your Money
To steward and decide what’s best for you, your family and your future… and remove what potentially stands in the way. Jim and Marge attended one of our retirement briefings…
Read MoreFind Friendlier Waters
The health event arrived and he wasn’t prepared… not financially anyways. He had achieved much success and accumulated wealth but never invested the appropriate time and energy into protecting and…
Read MoreMaking the Complex Simple
Complication seems to be the way of life these days. And we long for the… simple days. Yet we don’t desire for the complex to go away because that is…
Read MoreWhich "CEO" Are You?
Two CEOs are better than one! There are two CEOs in most wealthy families. There is the chief executive officer, and the chief emotional officer. The chief executive officer understands…
Read MoreRight Coach, Right Results
I’m not a big pro football fan, but I enjoy watching the great teams play. They march onto the field with such confidence. They know exactly what they want to…
Read MoreMore Options, Not Less
What do more options provide you? More choice. More possibilities. Potential for better outcomes. We want more options in our cars, our phones and in our business. Yet most limit…
Read MoreDo You Know Where You're Headed?
If you set out on a cross-country road trip to some of America’s greatest destinations, wouldn’t you enter the desired destination or destinations into your GPS to be sure you…
Read MoreTurn Dreams in to Reality
After my father passed away and the smoke cleared from the mess of settling his estate I came to a sobering reality: Most of my father’s dreams for giving back…
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