Finances & Your Family

How to grow finances

How To Grow Finances -A Gardening Analogy [Video]

This was such a great analogy on how to grow finances. In gardening and finances there is a natural order of how things get taken care of.

Read More...
Financially Lucky

Financially Lucky [Video]

I want to share two recent stories that have shaped some new thinking and understanding for how I think people view financial planning.

Read More...

Financial Plan Commitment: Stick with your plan [Video]

[Video] Financial Plan Commitment: Stick with your plan. Financial Plan commitment or sticking with your plan can certainly be one of the hardest parts about investing your money because of the need to control your emotions.

Read More...
Self-dIrected 401(k) investing

What is a Self-Directed 401(k)? [Video]

[Video]Investing-What is a Self-Directed 401(k)?| If you have a 401(k) through your employer you know that very commonly we have different investment choices. You may also have something called a self-directed 401(k).

Read More...

Teamwork Makes Dreams Work [Video]

[Video]Teamwork Makes Dreams Work|This year it has been really easy to feel isolated or apart from others and we are especially reminded how important teamwork is. We would like to team with you and our community to make others’ dreams possible!

Read More...
How a financial advisor helps you make progress

How a Financial Advisor Helps You Make Progress[Video]

[Video]How a Financial Advisor Helps You Make Progress|   Can you think of someone that has helped you make progress in the past? We all have those people who have helped us grow at some point in our lives. As financial planners that is what we hope to do as well for you.

Read More...