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  • About
    • Why Work with Us
    • Aligning Values, Vision and Wealth
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    • Meet Craig Smith
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      • Wayne’s Team
      • Craig’s Team
    • Books
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09 Jan

Will this be the beginning or the end?

  • By Wayne von Borstel CFP®, CKA®, MSFS, ChFC®, CLU®
  • In Uncategorized
It is interesting where you learn something.  I was sitting in a meeting, bored, tired and only half listening when the speaker said how the word ought is the most useless word in the English language.  That got my mind
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17 Apr

Planning Your Financial Future

  • By Wayne von Borstel CFP®, CKA®, MSFS, ChFC®, CLU®
  • In Planning
It is interesting how we make decisions, take actions and affect our futures.  Most of us are smart people.  We think we have control of our lives, our actions and where we are going.  But do we?  For some reason
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27 Feb

The Road to Retirement: “Are We There Yet?”

  • By Wayne von Borstel CFP®, CKA®, MSFS, ChFC®, CLU®
  • In Uncategorized
Many people preparing for retirement feel like a kid on a road trip. “Are we there yet?” It’s the common feeling of anyone aiming for a destination.  Unfortunately, for many future retirees it can feel like they are that cartoon
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  • Home
  • About
    • Why Work with Us
    • Aligning Values, Vision and Wealth
    • Meet Wayne von Borstel
    • Meet Craig Smith
    • Meet Our Team
      • Wayne’s Team
      • Craig’s Team
    • Books
    • Charitable Partners
  • Services
    • Our Value Pyramid
    • Financial Planning
    • Investment Management
    • Intentional Purposeful Giving ®
    • The Vision to Wealth Process ®
    • Social Security Strategies
    • Retirement Planning
  • Events
  • Insight
    • Blog
    • Videos
    • Training Videos
    • Resources
  • Contact