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What is Financial Freedom?

Our firm’s mission is to “inspire and equip our clients to enjoy a life of significance and financial freedom,” and today I share what financial freedom really is.

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Monday Morning Motivation – Assent

What do you assent to in your life?

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Long-Term Care: The Elephant in the Room of Retirement Planning

Retirement—Most of us think of hobbies, vacations, and time visiting family, but what about long-term care? Read on to learn what you need to know!

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Monday Morning Motivation – Purpose

It’s Not About Returns!

Investing is NOT about the returns you get. Read on to find out more.

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Monday Morning Motivation – Preparation

Are you focused enough on preparation?

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Monday Morning Motivation – Repulse

What are you repulsed by, and what are you doing about it?

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When Will the Game Stop?

Understand what’s going on with GameStop—what happened & why. Read on for a clear explanation of all the moving parts (hedge funds, shorts & the short squeeze)!

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Monday Morning Motivation – Yearn

What does your heart yearn for?

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JOIN OUR MAILING LIST

Each week you’ll receive two sources
of inspiration from our team.

Every Monday we offer you our Monday Morning Motivation, a little dose of encouragement to help you start your week feeling motivated and inspired.  

On Fridays, you’ll receive our Friday Five to share some brief thoughts that will help you transition from the work week to the weekend with some inspiring wisdom about the Five Fs of life.

We consider it a privilege to have you join our community and we’ll always honor our relationship. We look forward to welcoming you to the family!

Want to learn more about how we can serve you?