Mark Kendall

06/17/2025

What are you doing today to prepare for your goals for tomorrow? Let’s talk about what’s most important to you and how we can partner to prepare for your future goals.

06/11/2025

Creating your legacy isn't just about passing on an estate. What values or interests will you share with the people you love?

05/20/2025

Congratulations to the class of 2025! What's next for the graduate in your life?

05/15/2025

If paying for education – yours, a child’s or a loved one’s – is one of your financial goals, let’s review the strategies available to you.

04/07/2025

Don't let short-term market movements deter you from your long-term financial goals.

04/04/2025

National Financial Literacy Month is a great time to teach the basics of money management. Encourage your child to save for a cause they care about like rescuing animals or saving the rainforests.

03/18/2025

What is one small step can you take today to move closer to achieving your financial goals?

02/07/2025

The most rewarding part of an accomplishment is looking back at all the hard work it took to get there. What goals are driving you today?

01/06/2025

In honor of National Financial Wellness Month, take time to prioritize your finances and set your financial goals for the year ahead. Let’s connect to review your financial priorities and discuss if you’re on track.

01/06/2025

Managing multiple financial priorities can feel like a juggling act. But together we can find a balance between today’s needs and tomorrow’s goals.

01/03/2025

Setting specific financial goals can help boost your financial confidence and increase your chances for success. What financial goals have you set for the new year?

12/16/2024

As loved ones age, it’s normal to find yourself providing more support. This can often come with unique financial, medical and legacy challenges. I can help you take steps now to reduce stressors for you and your loved ones in the future.

How to manage the unique financial, medical and legacy challenges.