Team Retreat 2019
At the start of every new year, our team sets aside a day to gather offsite. Yesterday, we celebrated the accomplishments of our firm and staff, analyzed the missed opportunities and set goals for the year ahead. Here are some…
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
Are We Destined for Recession?
Not necessarily in the immediate future—although the probabilities of one have moved higher in recent months—but at some point, yes. Based on a rough survey of indicators put forth by various sources, the odds of one happening in the next…
What Are the Costs of the Government Shutdown?
The longest government shutdown in U.S. history ended after 35 days on January 25, 2019. A temporary appropriations bill extended funding for shuttered federal agencies to February 15, 2019, while a bipartisan committee negotiates a new spending bill for the…
No Interest Rate Changes This Month
The FOMC unanimously decided on no policy action upon the conclusion of their January meeting, which was as expected. The formal statement noted continued strength in the labor market and economic activity rising at a ‘solid’ rate (downgraded from December’s…
2019 Financial Education Seminar
We had a wonderful time yesterday, welcoming a group of over 60 people to join us for our seminar, “Providing Financial Wisdom Leadership and Planning in Tumultuous Times.” 99% of those who RSVPed attended, which made for lively conversation and questions throughout. David…
The “Collection #1” Data Breach
Unfortunately, data breaches are a part of our high-tech world. Today, we learned of a new one. Touted by many technology outlets as the “Mother of All Breaches,” the “Collection #1” breach announced today exposed 2.6 billion email addresses and…
What Will You Pay for Medicare in 2019?
Medicare premiums, deductibles, and coinsurance amounts change annually. Here’s a look at some of the costs that will apply in 2019 if you’re enrolled in Original Medicare (Part A and Part B). Medicare Part B Premiums According to the Centers…
Top 3 Sparks of Recent Market Volatility
In the final quarter of 2018, interest rate and growth fears, along with geopolitical events, sparked volatility in the financial markets and reversed many of the outsize stock gains notched earlier in the year. The S&P 500 posted a loss…
Quarterly Update and Yearend Review | Q4 2018
It is times like these that test the most stalwart of investors. As you have probably noticed this last quarter was tough for investors of all stripes. Despite being a decade old, this has been the most “unloved” bull market…
I Heard There’s a Recession Coming. What Should I Do?
When we tell people that we’re CERTIFIED FINANCIAL PLANNER® professionals during times of market volatility, we get empathetic looks, paired with comments similar to, “Boy, that must be tough right now. Are your clients calling you in a panic?” This…
Are We in an Equity Bear Market?
Technically, we are right on the cusp. By definition, a ‘bear market’ in stocks occurs at the point of a -20% price drop from a recent peak—we’re within a percent or two from that threshold. Although this recent movement seems…
Year-End Charitable Giving
With the holiday season upon us and the end of the year approaching, we pause to give thanks for our blessings and the people in our lives. It is also a time when charitable giving often comes to mind. The…
Team Update | Q4 2018
Once a quarter, we share a little bit about what’s going on in the lives of our team. Here’s what the last three months looked like for us. Michelle spent the fall doing things she loves. She’s enjoyed several plays and…
