The title of this post is a phrase I’d like add to the urban dictionary. The definition would be similar to “buyer beware” or “proceed with...
READ MOREWe’re accepting new clients
by Jon Sevenker | Sep 22, 2021 | Complimentary Services, Financial Planning, Investment Management, P&A Articles, Retirement
Our team continues to grow, and with this growth comes the capacity to help more people on their financial journey. We don’t toot our horn...
READ MOREMass-produced financial advice
by Jon Sevenker | Sep 1, 2021 | Financial Planning, P&A Articles
Not to be confused with quick lube financial advice, mass produced financial advice is what you find in personal finance magazines and on money...
READ MOREAn Intro to the Five Uses of Money
by John Dannenbring | Jan 25, 2021 | Financial Planning, P&A Articles
Money is the leading cause of stress in America, the leading cause of divorce in America, and doesn’t rank in the top five factors that lead to...
READ MORE12 ways an excellent financial advisor adds value
by Jon Sevenker | Aug 11, 2020 | Financial Planning, Investment Management, P&A Articles
Is the role of a financial advisor to pick the best investments for you? What about making sure your investment mix is appropriate for your...
READ MOREQuick lube financial advice
by Jon Sevenker | Jun 6, 2019 | Financial Planning, Investment Management, P&A Articles, Retirement
It’s been over a decade since I took my vehicle to one of those national quick lube franchises for an oil change. Here’s how I remember my...
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