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  P&L: Priorities & Lifestyle Episode 19 - Using Data To Promote Driver Safety with Rick Larkin Listen Now!       Rick Larkin is the Chief Information Officer at BCB...

  P&L: Priorities & Lifestyle Episode 2 - From Franchisee to Starting a Business During Retirement with Dan Phillips Listen Now!       Dan Phillips is the Owner and Head...

  P&L: Priorities & Lifestyle Episode 22 – Family Transitions from the Perspective of the Next Generation with Chad Bruce Listen Now!       Chad Bruce is the President of...

P&L: Priorities & Lifestyle Episode 23 – Running Everything on the Cloud with Kelly Herrod Listen Now!         Kelly Herrod is the Owner and President of Herrod Technology (Herrod Tech). Herrod...

  P&L: Priorities & Lifestyle Episode 20 – Protecting Your Business from Cyberattacks with Michael Young Listen Now!       Michael Young is the Owner and Senior IT...

  P&L: Priorities & Lifestyle Episode 17 - Life as an IRS Agent with Gil Vollmering Listen Now!       Gil Vollmering is the owner of Waters, Vollmering & Associates, an...

  P&L: Priorities & Lifestyle Episode 29 –  Reassuring Our Clients during Tough Times with Austin Smith Listen Now!       The past two years have been—and still...

  P&L: Priorities & Lifestyle Episode 28 – What It Means To Be An Entrepreneur with James Loomstein Listen Now!       James Loomstein is a managing partner at Rogue Marketing...

  P&L: Priorities & Lifestyle Episode 26 – Mentoring Your Career and Humanity with Burt Hicks Listen Now!       Burt Hicks is the President and Chief Strategy and Growth...

Today’s post was inspired by the excellent book: Team of Teams, by Gen. McChrystal Modern destroyers use gas turbine engines for propulsion and electrical power. As a young junior officer, I was required to learn all about these marvelous...

  P&L: Priorities & Lifestyle Episode 25 – Building an Efficient HR Team with Jennilee Autry Listen Now!       Jennilee Autry is the HCM Account Executive at Paylocity, a...

  P&L: Priorities & Lifestyle Episode 24 – Never Stop Planning Your Finances with Kevin Kennedy Listen Now!       Kevin Kennedy is the President of Kennedy Wealth and...

This week’s Thoughts on Things Thursday come with a heavy heart, but I can only hope they will help someone if they are struggling.  We lost two clients this week. One lived fully to an old age and died peacefully; the other tragically chose to...

Have you ever thought about how the tips, tricks, and insights you share with others can have a lasting impact?  The sound advice you share with people can drastically change their lives even though it may seem so simple to you. We recently had a...

Clients First As large service corporations become more efficient and tech-forward, it creates opportunities for those of us who build personal relationships with our clients.  When we bring on a new client, the first step is to help them...

  How will you respond to uncertainty? Impossible to Predict, Possible to PlanPeople are unpredictable, and therefore the future is unpredictable. In Christian terms, we call it free will, and it means we believe that God grants us the ability to...

Stocks have had a terrible start to the year, and major indexes have officially entered correction territory (falling at least 10%). On top of stocks falling, there is a ton of negativity dominating headlines all over the place. To name a few,...

Inflation is running at 7.5%. What’s your move? Inflation is hitting historic levels meaning this is the kind of stuff you tell your grandchildren about someday. Even depreciating assets, like your car, boat, or RV, have appreciated over the last...

In our recent semi-annual reviews with clients, it has become almost routine for us to look at portfolio returns together and say, “That looks great!” Well, last week was not so great. The market corrected, and there was nowhere to hide. Didn’t...

The fourth quarter of 2021 did not break stride from the rest of this year. The jobs reports continued to come out extremely strong; corporate earnings did the same. As the last quarter of the year wrapped up, we are now officially below the...

Rob published a great article in the Mansfield Record that talks about living life to the fullest while also planning for those unexpected events. Click below to read more!

  I have had deep and detailed financial discussions with most of my clients during our current pandemic crisis. Some are having the most successful years of their lives while others have had their income decimated. It’s easy to...

  I have had the opportunity to help many people gain personal financial success over the last quarter decade. It’s been a great ride, and I continue to be inspired by their achievements. How did they do it? I think these seven steps were a key...

Thoughts on Time: Time and again, couples, when they set an appointment for an initial visit will say things like “We’ve been planning on coming to see you for years”, to which I always reply “Why did you wait so long?”.  Generally, their...

Our client process is designed to guide you successfully thru your financial goals. It starts with the creation of your initial personal financial statement, cash flow, and financial plan. From there, we meet semiannually to update your plan...