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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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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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18 Aug

Who Owns Today?

  • By Wayne von Borstel CFP®, CKA®, MSFS, ChFC®, CLU®
  • In Blog
Who owns today? We often give our day up to those we don’t know. We look at Facebook, TV, or some form of media. We may not know whose agenda we are hearing, but we still let it impact our
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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