Eterna Generational Planners

10/09/2026

Mike recently had an opportunity to visit with some of the top wealth management firms in New York City!📈 Even in the world's most competitive investment market, the theme that kept coming up was the word: Simplicity.

Our team is excited to bring back these learnings to our firm and clients!

10/08/2026

When the world feels uncertain, it helps to know you’ve taken care of what you can. Adding whole life insurance to your financial plan is a big step to helping you feel secure even when the future isn’t always clear.

10/07/2026

Here’s everything you need to know about your first appointment with me. It’s straightforward, simple, and easy. Let’s get started.

10/07/2026

Week 2 of National Financial Planning Month!💰

Could you cover an unexpected expense without disrupting your financial goals?

An emergency fund provides peace of mind and protection when life throws you a curveball. Whether you're working toward 1 month, 3 months, or 6 months of savings, every step counts.

10/06/2026

Listen to what Mike has to say about short-term & long-term capital gains to learn what it really means for your portfolio!📈

10/01/2026

When you’re feeling like life is a little off-balance, remember—you can’t control everything, but you can control your financial plan. Let’s get started on yours today.

10/01/2026

October is National Financial Planning Month!!💰

Throughout the month, we'll be sharing tips, insights, and simple action steps to help you strengthen your financial foundation and move closer to your goals.

Let's start with a quick financial health check! How many can you confidently check off today? Follow along each week as we break down these key areas of financial planning and share practical ways to improve your financial wellness.

09/30/2026

Youth sports are a big investment—and not always in the ways you might expect. Before the next season starts, it’s worth understanding the full financial picture.

See how much youth sports and activities really cost and how to budget for them.

09/29/2026

Whole life or term life? Premium or cash value? Let’s make the language easier to understand, then talk about the coverage that may fit your needs.

09/28/2026

Financial spirals were so last year. I’m ready to meet you where you are, ask better questions and uncover more opportunities to help you flourish.