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Pet Insurance – What to know about pet care!

This young puppy went on some expensive vet adventures! Learn when pet insurance can make vet visits much less stressful—both emotionally and financially.

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Monday Morning Motivation – Pervasive

What has become pervasive in your life?

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Do I tithe on the profit from a large transaction?

To tithe, you are showing gratitude over greed. Watch this video to learn how tithing brings blessings and deepens your relationship with God.

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Monday Morning Motivation – Persistent

Where do you need to be more persistent in your life?

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Quarterly Market Review – Third Quarter 2021

Once per quarter, we roll up our sleeves and take a deeper dive into what’s happened in the stock market. Take a look at the attached presentation if you’d like to view the recap for Jul. – Sep. 2021.

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Monday Morning Motivation – Consistent

Where do you need to be more consistent in your life?

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What is the value of a financial planner?

Here are 5 perspectives on how financial planners add value: retirement planning, investments, tax and estate planning, risk mitigation, and the relief of delegating!

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Monday Morning Motivation – Adopt

What do you need to adopt in your life?

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Will Inflation Hurt Stock Returns?

Inflation, historically, has not had a huge impact on investment returns. Read on to understand why!

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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!

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