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VIDEO: Survive and Thrive

VIDEO: Survive and Thrive

    We’ve seen the markets rise and fall before, and we know it can be discouraging and even frightening. That’s why we’ve learned to ask our clients more intentional financial questions. We don’t want to just help you survive, we want to ask the...
VIDEO: Survive and Thrive

VIDEO: Wes and Dr. David Thompson on COVID-19 in our City

    On national news shows, we have heard from many healthcare professionals about the impact that COVID-19 is having on their hospitals. I thought it would be fun to speak with a local healthcare hero about his experience with COVID-19 here.  Dr. David...
VIDEO: Survive and Thrive

VIDEO: Advice for Working from Home with Your Children

  Has anyone else heard a kid yelling/screaming in the background during a ‘virtual meeting’ over the last few weeks? Was it your own kid screaming? I know I have had quite a few of those occurrences. It has been an interesting part of this time – bringing more...
VIDEO: Employee Retirement Options for Business Owners

VIDEO: Employee Retirement Options for Business Owners

    For business owners, there are a few things to ask yourself before you decide on a retirement plan to offer your employees. There are many options beyond a typical 401k that may make more sense for you. Learn more in this video.   ← Previous...
VIDEO: Giving Your Way to Life Beyond the Balance Sheet

VIDEO: Giving Your Way to Life Beyond the Balance Sheet

  We want to help you create an opportunity to invest in the impact you have on the world. In this video, learn how being generous can lead you to live a life of impact and excitement – a life beyond the balance sheet!   ← Previous Next...