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Money Doesn't Have to Be Complicated

| November 06, 2017

Let’s just lay it on the table: money oftentimes brings out the extreme in people. Money is a frustrating topic. You find two-sided information on every topic you search regarding money. Everyone that you know knows everything about what you are going through. And caution! Marriage counseling may be required. It can be truly confusing and sadly, we don’t really learn something until it’s by experience and by then, it’s too late.

There was a recent article in Forbes magazine titled 4 People to Never Take Financial Advice From:

  1. Your Co-Workers and Close Friends
  2. Your Family Members
  3. People with More Money Than You
  4. People Who Will Sell Financial Products

Yet we take advice from them constantly. Sowhy is that? I realized that all of these people share one thing in common: they are easy for you to understand and relate to. Your co-workers and close friends run in your circles and talk your language…same goes for your family. People with more money may not manage money well, but know how to make it. And people who sell financial products are pretty good at sales. According to Forbes, though, advisors are just the right people to listen to. They listen and come to understand what is important to you and what you really need. But, unfortunately, advisors are not always easy to understand.

We all have dreams, goals, and plans in mind. Maybe it is to retire, help our grandchildren, or give back. The problem is figuring out how to get there without making too many wrong turns along the way. The good news is money doesn’t have to be complicated. We are excited to offer just the tool you need to get started. It is quick, simple and provides you with instant direction. Want to retire? Find out if you can or what some of your options are to help you get on your way in less than three minutes. Have a goal to pay for college or something else? Three minutes, two clicks to get there. First, follow our website link: Second, click the BIG button in the middle of our home page titled “Learn More!”

There is one important disclosure item you need to know: Technology doesn’t know how to listen and it doesn’t offer you wisdom. Wisdom only comes from experience. And our experiences are not just our own, but those of the individuals and families we have worked with for 28 years. One thing experience has taught us is that people want one thing from money more than anything else—to stop thinking about it.  Let us help you make it simple today so you can live Life on purpose!


  1. Forbes, September 28, 2017, 4 People To Never Take Financial Advice From.