How is your business set for funding your retirement plan and the retirement plans of your employees? This can be a solid benefit for employees, but what is the right instrument for your situation? We work with several IRA-based plans, including Payroll Deduction IRAs, SEP, and Simple IRAs. There are also 401(k) Safe-Harbor plans that […]
Your personal residence is one of your best assets and one of the easiest to leverage in building wealth. Your home is one of the easiest assets to lend against and can provide much-needed capital in the event of a growth opportunity. Hear us; we are not saying to take out debt just to take […]
We love helping people find their uncommon path – a path where they are doing the things God has gifted them to do, and ultimately achieving the time and money freedom to pursue that path, wherever it takes them. After working together with our clients for the past 7 years, sharing in their hopes and […]
The old adage is you have to crawl before you can walk and walk before you can run, so why do we not take our own advice? Retirement or what we like to call time freedom shouldn’t be an impossible chasm that we cross in one day as we quit our job. Remember Indiana Jones […]
One of the questions that we ask all of our clients in our first meeting with them is, “What is your best asset?” We have heard a lot of answers, one of my favorite answers being, “My wife’s engagement ring.” Although that was a good answer, the answer we want to point you to is […]
When looking at income in the future, shouldn’t we be looking at what is going to happen and determine if that is what we want life to look like? We need to work backward from that point until we reach today, viewing our decisions with money as the pre-cursor of tomorrow? The reason we even […]
We all know that the number one way to grow your business in almost any business is by getting referrals. It not only helps grow the business quickly, but it is inexpensive. It’s been said before that a referral from a client is the highest form of compliment. If all this is true about referrals, […]
As more and more baby-boomers are approaching 60, many have most of their wealth tied up in an employer retirement program like a 401K plan. Each employer has the choice to customize their retirement plan and adjust or select several variables. One of those variables is an in-service withdrawal. So, what is an in-service withdrawal? […]
If you have ever tried to lose weight or do something that is going to be hard to do, the number one thing you can do to increase your odds of achieving your goal is to define your Why. Why do you do what you do? If you can answer that, then when times get […]
We believe there are two main reasons why people don’t want to talk to a financial advisor. One, people are inherently distrusting when seeking financial guidance, and two, people are embarrassed that they aren’t where they want to be financially. No matter what the reason, the first appointment with an advisor is often a very daunting […]