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 very often and we’re not great at asking for referrals; we’d rather let our work do the talking for us. But we do want you to... 
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 websites. While much of this information is educational and informative, these vendors don’t know you or your personal,... 
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 happiness. Yet we all need it to live to one extent or another. While money is a part of each of our life equations, it’s... 
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 risk profile? While these are essential aspects of the job, they tend to represent your baseline expectations when entering an... 
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 experience. I arrived a minute before they opened. Through the garage doors, I could see several guys talking and laughing.... 
by Jon Sevenker | Apr 4, 2019 | Financial Planning, P&A Articles
Congratulations! You are one in 292 million. When you first saw the winning numbers, you no doubt did a triple or quadruple take. Maybe you rubbed your eyes as your heart began to race. Maybe you got down on your knees and looked to the heavens, arms... 
