Spring 2025 Compass Magazine
Our Spring 2025 Compass magazine includes Seeing More and Seeing Better, A Season for Revitalization, Gifts That Keep Growing, Scaling Walls a Note at a Time, Looking In the Mirror, […]
Category Archives: General
What is Medicare?
Sometimes, taxes can feel like death by a thousand paper cuts. One of these “paper cuts” is the Medicare Tax, a 2.9% tax that is deducted from every dollar we […]
Securing Strong Families of Wealth and Wisdom—Part 3: Scenarios for Success at Every Stage
Investing in the future of your family may be your top priority. You know that your wealth must be managed wisely to produce the outcome you most desire: a God-honoring […]
Securing Strong Families of Wealth and Wisdom—Part 2: Skills for Success
Wielding Wealth Wisely An artisan begins as a novice, and if he wishes to become an expert craftsman, he must acquire and continuously sharpen a specific set of skills related […]
Securing Strong Families of Wealth and Wisdom—Part 1: Firm Foundation
When your financial reality is one of wealth, there can be an incorrect assumption by outside observers that all your problems are solved. You have accumulated more wealth than you […]
Christmas Client Appreciation Event 2021
Thank you to the 1,400 clients who came out to see Steven Curtis Chapman live at our Christmas Client Appreciation Event on Tuesday, December 7. Christmas is All in the […]
Understanding Cryptocurrency
A Guide to the Risk and Opportunity of Digital Money What is cryptocurrency? In late 2009, the financial world was revolutionized with the invention of Bitcoin, the first successful cryptocurrency. […]
Choosing an advisor who values what you value
If you’re looking for some guidance in the area of your finances, you may benefit from finding a financial advisor to help you navigate decisions ahead. But what are important […]
Client Christmas Event 2019
We enjoyed celebrating this holiday season together with you, our valued clients and friends. We participated in a short, informative financial session and enjoyed a delicious meal. Special guests Point […]
Client Christmas Event 2018
We enjoyed celebrating this holiday season together with you, our valued clients and friends. We participated in a short, informative financial session and enjoyed a delicious meal. Special guest Fernando […]
