Hello, everyone. I’m really happy to share my experience from a special morning at Hotel La Rose. I joined a group of business owners led by Vistage Group Leader, Bill Vick. We all were thinking about something Benjamin Franklin said:

“Not

📣 Attention to all looking into estate planning! As a seasoned Wealth Strategist and Accredited Estate Planner (AEP), I’ve noticed a concerning trend: ‘estate planning paralysis’. With estate tax changes looming for 2026 and the exemption set to decrease significantly,

Did you know 75% of business owners regret selling their enterprise within just a year? 🚨

I’m here to shed light on the importance of strategic exit planning and how it can reshape your business’s destiny.

🔍 Key Insights:

79% lack a

Are you prepared for the unexpected in your business?

From sudden accidents to unforeseen disagreements, every business owner should be ready for the 5 D’s: Death, Disability, Divorce, Disagreement, and Distress.

Don’t be part of the 50% caught off-guard. As a

Wrapping up National Life Insurance Awareness Month, it’s crucial to revisit your coverage. With a $12 trillion gap, many are underinsured.

As life changes, so should your policy. From family support to business needs and estate planning, life insurance offers

Taking off to Phoenix, Arizona where I’ll be a keynote speaker at a Camas Advice event. 🎤

The focus? Empowering financial advisors and life insurance agents to maximize their potential with business owners.

Leveraging my experience with high-net-worth individuals and business owners,

Let’s rethink Long-Term Care together.

Insurance is just one part of a comprehensive plan. With changing landscapes and financial uncertainties, a well-thought-out plan is crucial.

Products have evolved, and old ones no longer tell a compelling story. We need to focus

Reflecting on my busy week as a business owner, I realized something important: I forgot to post any videos. 😅

But instead of dwelling on this oversight, I saw it as an opportunity to address the neglected areas we face as

As a Wealth Strategist, my focus is on tailored planning to help clients achieve their financial goals 🎯. Financial products, like life insurance, play a critical role in this process. In this post, we discuss term and permanent life insurance,

Just had an inspiring visit to Canine Companions last week and wanted to share a valuable strategy for your charitable planning. As a Wealth Strategist, I often assist clients in using Charitable Remainder Trusts (CRTs) for their philanthropic endeavors. CRTs