Next Generation Financial Advisors

08/27/2026

Trillions of dollars are expected to pass to the next generation in what’s being called the great wealth transfer.

Taking time to think about how you’d like your assets to be passed on can bring greater clarity for you and the people and causes you care about.

It can also help you:
• Align your assets with what matters most.
• Set clearer expectations for loved ones.
• Reduce uncertainty with intentional planning.

Discover how to help secure your legacy for your loved ones ⬇️

Use estate planning, trust strategies and tax‑smart moves to pass wealth with clarity and set future generations up for lasting security.

08/26/2026

🐾 Happy National Dog Day! 🐶🐾Today we're celebrating our favorite furry family members! ❤️🐕

They may not come to the office, but they definitely keep us on our toes and bring lots of joy outside of work!
Drop a photo of your dog in the comments so we can celebrate them too! ❤️

08/25/2026

We asked. You voted. We listened.

Chosen by our community and inspired by the spirit of living generously, this year's winning T-shirt design is officially here.

Thank you for every vote, comment and show of support.

08/24/2026

You’ve worked hard to build a life you love—now it’s time to decide what your money is meant to do. How it’s set up today is already shaping what reaches the people and causes closest to your heart tomorrow. Take a closer look at your money, so it can support your life now and benefit those you care about.

Maximize your impact with a financial strategy that minimizes taxes.

08/21/2026

Certificates of deposit and multi-year guarantee annuities can both help offer predictability to your portfolio, particularly in an uncertain market. Here’s how to know which might make sense for you.

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Multi-year guaranteed annuities (MYGAs) and certificates of deposit (CDs) are two solutions that help protect your money while providing the opportunity to build returns at the same time. Neither a MYGA or CD is tied to market performance, but both can offer competitive yields.

08/20/2026

Roadblocks happen, but they don't have to stop your progress. Discover how to stay on track with your retirement goals. 👇

Wondering if you're saving enough for retirement? Learn how to measure the progress of your saving and make adjustments as needed.

08/19/2026

📚🎒 Thank You for Joining Us! 🎒📚

A huge thank you to everyone who came out to our Back-to-School BBQ! We loved spending time with our community, sharing great food, and helping students get ready for an amazing school year.

A special thank you to Lentz Express Catering for the delicious pulled pork sandwiches, and to Oak & Willow, Blue Byrds Creativity Room, and The Shirt Shack & Apparel for their generous donations to our raffle basket. Your support helped make this event even more special!

Shout out to the HHS Redhawk Cheerleaders for helping us man the activity stations and keeping the fun going throughout the event. We appreciate your enthusiasm and willingness to serve our community!

Wishing all students, teachers, and school staff a fantastic year ahead.🍎✏️

08/19/2026

📚✏️ Back to school looks a little different these days!

We traded backpacks for briefcases, homework for emails, and recess for coffee breaks ☕😆. But we couldn't resist getting our own "school pictures" to celebrate the season! We're wishing all students, teachers, and families a year full of learning, growth, and success. Have a great school year!

Drop your favorite school photo memory in the comments! 🎒🍎

08/18/2026

🚨 It's BBQ Day! 🚨

Join us today for our Back-to-School BBQ! 🌭🎒 Stop by for great food, fun, and an opportunity to support local students.

We'd love to see you there! ❤️📚🎒

08/17/2026

🎉 Tomorrow is the day! 🎉

Our Back-to-School BBQ is happening tomorrow, and we can't wait to see you there! Join us for great food, fun games, and a chance to help local students start the school year strong.📚🎒