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(949) 341 - 4188
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Thursday, December 8, 2022

For December, this is a personal account of gratitude. I hope you can take something away from this as we start to really celebrate the season and each other. As I finish my Thanksgiving dinner and start to think about the rush of...

Tuesday, November 29, 2022

I have an important question.  Who will feed you when you can no longer feed yourself?  Who will bathe and dress you when you are no longer able to bathe and dress yourself?  Almost everyone I am in contact with has...

Monday, November 7, 2022

“Pack up your things, get as much as you can, we’re working from home. See you on Zoom” While many industries were early adopters of the “Work From Home” lifestyle, the financial services industry was...

Thursday, September 29, 2022

I often ask my clients “what do you think your biggest asset is?” It’s surprising to hear some of the replies, my home, my business, my 401k, and even my car. Let’s completely turn it around and focus on your...

Tuesday, August 16, 2022

Young families could be viewed as anyone.  From the perspective of new parents in their 20’s or 30’s, to new grandparents with children to educate, to the individual with a new pet (still a family), to the husband and...

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Tuesday, July 19, 2022

It was a week before Thanksgiving in 2013.  It seemed like a normal November day, but little did I know my life would change forever…That was the week we met our Lucky, our beloved dog, who’s now 8 years old.  Our...

Monday, June 6, 2022

We hope you enjoy our latest blog, written by Sean Hooper, one of the financial planners on our team, where he talks about financial planning for new parents, based on his personal experience as a new dad.

Friday, May 6, 2022

We hope you enjoy our latest blog, written by Melissa Droege, our new business assistant and official team event planner! She talks about the joys of balancing motherhood and working full-time. Happy Mother's Day!

Wednesday, April 20, 2022

We hope you enjoy our latest blog, written by our very own, Kevin Campbell, where he talks about his personal experiences on how to navigate family finances for a newly married couple.

Wednesday, March 2, 2022

My wife and I have had a personal financial planner for over 20 years now.   Why would I need a financial planner for our family? Read my latest blog to find out why.

Saturday, February 12, 2022

As we celebrate the month that gives us Valentine’s Day amongst many other celebrations, it is a great time to reflect on those you love as well as those who love you. Please read our blog on "Love Insurance". #Happy Valentine's Month do y

Tuesday, February 1, 2022