Team Update | Q3 2018
Once a quarter, we take a few minutes to update you on what’s going on with our team. Here’s what has been happening in our world(s). Over the summer, Michelle spent a lot of time near or on the water: staying…
PROFESSIONALS
OVER 65 YEARS OF COMBINED EXPERIENCE
Our team of CERTIFIED FINANCIAL PLANNER™ professionals is knowledgeable, reliable and passionate about empowering our clients and their relationship with money. We bring a diverse set of talents and areas of focus. We use a collaborative approach in caring for our client families, meeting weekly to discuss what’s happening in their lives and finding ways where our individual strengths can most benefit their unique situation. This way, our clients get the best of us all.
Larry T. Hanslits CFP®
Larry loves to explain difficult concepts simply. He is often collaborating with clients on their business transitions, estate planning aims and investment decisions.
Brenna Baucum CFP®
Brenna has a knack for helping clients develop tangible steps to meet their goals. Her focus is proactive tax planning, goal funding and long term forecasting.
Katherine Keppel CLU®, CFP®
Katherine encourages clients to ask, “What if?” She helps to answer questions around cash flow organization, retirement planning and risk assessment.
CLIENTS
SERVING WITH PURPOSE
Our Clients Are Busy People
They prefer to spend life focusing on their families and careers, rather than sorting through the increasingly difficult and complex world of personal finance. They entrust us to be a part of their team.
Our Clients Are Multigenerational
We are proud to work with our clients across decades and generations. It’s not uncommon for our conference room to fill with two or three generations, all collaborating, all on the same page.
Our Clients are Professionals
We are privileged to serve clients from all backgrounds, but a large portion of them fall into one of the three P’s: physicians, professors and public employees. In addition, we serve a number of small business and farm owners and quite a few retirees.
Our Clients Trust Us
We work every day to earn and maintain the trust of the clients we are privileged to serve. We actively seek ways to make their lives better and genuinely enjoy helping.
Our Clients Value Time
They recognize the value of their time – and our expertise. In our work together, we strive to create clarity through customized planning and empowerment through ongoing education.
Our Clients Are Fun
We genuinely enjoy and respect our client families. We look forward to seeing them and go out of our way to find opportunities to make their lives easier.
OUR PROCESS
OUR HOLISTIC APPROACH MEETS EVERY AREA OF LIFE PLANNING
Wealth
Management
Tax
Planning
Risk
Management
Estate
Planning
Cash Flow
Organization
Philanthropic
Objectives
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NEWS
A FEW OF OUR LATEST ARTICLES
Fall Market Volatility
The current pull back in the stock market once again gives us an opportunity to remind everyone just how normal and frequent these events are. Since the end of September, the S&P 500 is down about 6.4% and the broader…
What is the Yield Curve?
The last few days of market turmoil may have you wondering, is a recession coming? One of many indicators that economists are watching is the yield curve. But what does it tell us? What is the yield curve? The yield curve…
Center for Hope and Safety | Steps to Safety 2018
Over the weekend, Brenna and I spent a part of our morning taking “Steps to Safety.” This was the name of the walk/run event hosted by the Center for Hope and Safety on Saturday morning. Part fundraiser, part awareness-builder, part health-and-wellness focuser, the Steps to…
2018 Third Quarter Market Commentary
We don’t know about you, but there are days when we envision getting far away from the news and the disquieting things we hear each day. Fortunately, and we’ve mentioned this before, the economy and the various capital markets don’t…
Medicare Open Enrollment Begins October 15
What is the Medicare Open Enrollment Period? The Medicare Open Enrollment Period is the time during which people with Medicare can make new choices and pick plans that work best for them. Each year, Medicare plan costs and coverage typically…
Interest Rates Increased Today
The FOMC decided to raise short-term interest rates by another quarter-percent—the third hike this year—bringing the fed funds target range to 2.00-2.25%. This was largely as expected, with formal probabilities of such a move being pegged at around 95% based…
NEDCO | Financial Foundations
Last week, I enjoyed leading a class for the Neighborhood Economic Development Corporation (NEDCO) and their Financial Foundation course. For more than 35 years, NEDCO has been building opportunities in our community. By supporting financial stability and responsible homeownership, providing…
5 Tips for Couples Approaching Retirement
When it comes to retirement, the most common concern we hear from our client couples isn’t usually related to their finances. It’s personal. Among the top for many long term couples? “How are my partner and I going to handle…
Should I Freeze My Child’s Credit
As of today, fees previously associated with a credit freeze have disappeared. This has renewed the conversation around placing a credit freeze and identity protection. Last fall in the wake of the Equifax data breach, we shared strategies for adults to protect…
Champions for Children 2018
It was our pleasure to serve as table captains at today’s Champions for Children luncheon. Liberty House Child Abuse Assessment Center holds this fundraising luncheon every fall in an effort to spread the word about the vital services they provide…
The Rise and Fall of Bitcoin
On December 18, 2017, our office posted an article titled, “What to Make of the Rise in Bitcoin and Other Cryptocurrencies?” On the previous day, Bitcoin reached an all-time high of nearly $20,000 – a price it has not seen…
Nazrudin 2018
Lifelong learners make the best financial planners. It’s a vital part of what makes us not only a knowledgeable resource, but a trustworthy partner for our clients. Every fall, a handful of these financial planners attend a unique retreat. Where thought…
