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Welcome to our blog series, "The Family Plan: Together Through Transition." Throughout this series, we'll share tools and strategies designed to bring peace, clarity and a sense of purpose during one of life's most tender and significant seasons. Joining us on this journey is Senior Advisor and former pastor, Phil Nybroten, who brings both practical insight and compassionate guidance as we explore how to thoughtfully prepare for what lies ahead.How to Get Organized for Your Parents' Care by Senior Advisor Phil Nybroten and Director of Marketing Sharie Sinson Taking on a supportive role for your aging parents is a significant

Welcome to our blog series, "The Family Plan: Together Through Transition." Throughout this series, we'll share tools and strategies designed to bring peace, clarity and a sense of purpose during one of life's most tender and significant seasons. Joining us on this journey is Senior Advisor and former pastor, Phil Nybroten, who brings both practical insight and compassionate guidance as we explore how to thoughtfully prepare for what lies ahead.The Family Meeting: You are Not Alone by Phil Nybroten, Senior AdvisorThis past year and a half have been an emotionally challenging time for my family. Within a span of 15

Welcome to our blog series, "The Family Plan: Together Through Transition." Throughout this series, we'll share tools and strategies designed to bring peace, clarity and a sense of purpose during one of life's most tender and significant seasons. Joining us on this journey is Senior Advisor and former pastor, Phil Nybroten, who brings both practical insight and compassionate guidance as we explore how to thoughtfully prepare for what lies ahead.The Gift of Planning by Sharie Sinson, Director of MarketingTen years ago, while on an extended-family vacation celebrating my parent’s 50th wedding anniversary, they requested a private meeting with my sister

Is Real Estate the Missing Piece in Your Investment Puzzle? Andy Meyer, Partner & Wealth AdvisorHave you ever wondered if real estate could deepen the diversification of your investment portfolio? Are you curious about why some investors embrace it while others shy away? Real estate is an asset class that sparks intrigue, but it’s not for everyone. It requires a solid understanding of its risks, rewards, and illiquid nature—plus the experience to align it with your financial goals. So, what makes real estate worth considering, and could it be the key to strengthening your financial plan?Real estate isn’t just about