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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 Wealth 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

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

The Value of Experience in Financial Planning by Partner and CEO Jesse Niederbaumer Kobe Bryant once said, “Experience gives you the edge. When others panic, you stay calm. When others doubt, you believe.” This quote resonates deeply—not just in sports, but in life, parenting, and, yes, financial planning. Experience teaches us to gather information, make decisions, learn from outcomes, and improve. It’s the essence of what I bring to the table as a wealth advisor. Over the past 25 years, I’ve had the privilege of helping individuals and families achieve financial clarity. Every client is unique, and every day brings

Take Control of Your Future with Simple Estate PlanningPlanning for the future is one of the greatest gifts you can give your loved ones. Whether you want to provide for your family, safeguard your wishes, or establish a legacy, creating an estate plan is essential. For many, the process feels intimidating—full of decisions, legal jargon, and uncomfortable topics like death and finances. Deciding who inherits what, drafting a will, or assigning power of attorney can feel overwhelming. But despite the discomfort, estate planning is crucial. Organizing your assets and making key decisions ensures your loved ones are cared for, avoids

How the Social Security Fairness Act Affect You? by Michael Franks, Senior Wealth AdvisorOn January 5th of this year President Biden signed the Social Security Fairness Act. This Act has caused significant changes in how individuals qualify for retirement income benefits.What You Need to know About the Social Security Fairness Act:For retirees and government employees, Social Security Benefits play a crucial role in financial planning for the future. However, if you dedicated your career to public service and either you or your spouse earned the required 40 work credits in the private sector to qualify for Social Security, you may

Planting for Tomorrow: Building Your Financial Legacy by Michael Franks, Senior Wealth AdvisorFor young professionals, new investors, and entrepreneurs, the idea of building a financial legacy may feel far off, like something reserved for another stage of life. But the truth is that the trees you plant today will define the shade and fruit for future generations to enjoy and build on.Start With VisionYour legacy begins with clarity. Take the time to envision the future you want to create. What are the values you want to pass on? How do you want your efforts to impact those around you? It