Bo Knows

My father used to fix everything with a coat hanger and duct tape… at least he tried.  Then after hours of frustration he would call upon a friend to help…

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This One Thing You Must Do

My wife and kids will tell you its been a long time since we set aside time for a family vacation… and now the time is finally here.  As you…

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Educate Your Heirs

Because building this matters more than the money  If you were to ask a class of Kindergarteners what their parents do for a living, the answers can be amusing.  You’ll…

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Be Intentional with Your Legacy

Inspiring a legacy  Dick was the owner of one of the largest recreational vehicle retailers in the country.  He had asked the youngest of the three children, Loren, to work…

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Take Control of Your Money

To steward and decide what’s best for you, your family and your future… and remove what potentially stands in the way. Jim and Marge attended one of our retirement briefings…

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Find Friendlier Waters

The health event arrived and he wasn’t prepared… not financially anyways. He had achieved much success and accumulated wealth but never invested the appropriate time and energy into protecting and…

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Making the Complex Simple

Complication seems to be the way of life these days.  And we long for the… simple days. Yet we don’t desire for the complex to go away because that is…

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Which "CEO" Are You?

Two CEOs are better than one!  There are two CEOs in most wealthy families.  There is the chief executive officer, and the chief emotional officer. The chief executive officer understands…

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