Strategic Wealth Advisor Team

09/01/2026

Happy Birthday, Nikki!

08/28/2026

When people think about retirement, the conversation often starts with numbers.

But retirement is also about how you want to spend your time, who you want to spend it with, and the experiences you'd like to have along the way.

https://bit.ly/4gAwKfp

08/26/2026

Today we're celebrating the loyal companions who greet us at the door, keep us company, and somehow always know when we need a little extra love.

08/25/2026

There comes a point when family vacations start to feel a little different.

One minute you're packing snacks and keeping track of little kids. The next, you're realizing your child is about to be a senior in high school and these family trips are becoming some of your last before life takes them in new directions.

08/24/2026

Money is one of the most common stress points for couples.

Clear communication, shared goals, and agreed‑upon systems can help. This article offers practical tips for managing finances together with confidence.

Marriage is an exciting life event—and one of the most significant family and estate financial milestones.

08/20/2026

Happy back-to-school season! Wishing all the students, parents, teachers, and school staff in Celina and the surrounding communities a great start to the new school year.

Here’s to new routines, new opportunities, and plenty of great memories along the way. We hope everyone has a safe, successful, and fun year ahead!

08/18/2026

August is National Make a Will Month. Creating a will isn't always at the top of someone's to-do list, but it can be an important way to communicate your wishes and provide guidance for the people you care about.

If you've been meaning to start the conversation, or revisit documents you created years ago, this month is a great reminder to take a look.
https://bit.ly/4bYmnAR

08/17/2026

We are proud to announce Lindsay is recognized as a Five Star Wealth Manager!

The award goes to less than seven percent of the wealth managers in the region based on research administered by Five Star Professional, a third-party research firm.

This recognition reflects the dedication Lindsay and our entire team bring to serving our clients each day. We are grateful to our clients and community for the relationships we have built and the opportunity to be part of their financial journeys.

https://bit.ly/4bTi4Xx

08/16/2026

Women may have differences in lifetime earnings and may spend more time out of the workforce. In addition, longer life expectancy can mean planning for a longer retirement timeline.

Why retirement planning for women is different

08/14/2026

Whether that's reviewing a retirement account, updating a beneficiary, checking in on a goal, or simply asking a question you've been meaning to ask, small steps can make a difference.

https://bit.ly/4g7pzLx