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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
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    • Training Videos
    • Resources
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15 Jun

Obituary

  • By Wayne von Borstel CFP®, CKA®, MSFS, ChFC®, CLU®
  • In Blog
Obituary This last week, I’ve sat through several funerals or celebrations of life. It is interesting what people get up and say about their parents, friends, or acquaintances. I was thinking, sitting through yesterday’s event, what will they say about
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16 Apr

The Plane

  • By Wayne von Borstel CFP®, CKA®, MSFS, ChFC®, CLU®
  • In Blog
The “Plane” Do you remember the first time you were on a plane? Maybe you never have been, but that would be rare. When I grew up, there weren’t many people who had been on a plane. Today, it is
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16 Feb

Confidence

  • By Wayne von Borstel CFP®, CKA®, MSFS, ChFC®, CLU®
  • In Blog
Confidence! Confidence is often our best friend in competition, sports, or being a businessman. When can confidence be a problem? When we’re investing! If our confidence in investing is centered on markets, this is troublesome. We will surely lose if
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16 Dec

Let’s Enjoy the Holiday Season

  • By Wayne von Borstel CFP®, CKA®, MSFS, ChFC®, CLU®
  • In Blog
Let’s enjoy the holiday season! Many people can only find joy by giving. Of course, some people think that the only joy they can find is from receiving! I believe joy comes from confidence. Confidence in our plan. Confidence in
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17 Oct

It is the Season

  • By Wayne von Borstel CFP®, CKA®, MSFS, ChFC®, CLU®
  • In Blog
It is the Season – To worry about things, we cannot control, nor that may even have much effect on our day-to-day life! The political season is just starting. Everybody knows who they hate and mistrust; no matter what they
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15 Jun

Thoughts or Strategies?

  • By Wayne von Borstel CFP®, CKA®, MSFS, ChFC®, CLU®
  • In Blog
Thoughts or Strategies? Which is worth more? Many people have thoughts about financial plans. They have opinions that they’re willing to give you. But is that what you want to build your future on? Probably not. I have many thoughts
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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