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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
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    • Social Security Strategies
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15 May

6 Ways to Increase Your Probability of Success

  • By Wayne von Borstel CFP®, CKA®, MSFS, ChFC®, CLU®
  • In Blog, Investing, Planning, Retirement
I recently talked with a man that was almost irrational with anger. Something else had performed better than his portfolio. In his career he had been a perfectionist and only the best was ever acceptable. If you only accept being
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29 Oct

Our Retirement Reality

  • By Wayne von Borstel CFP®, CKA®, MSFS, ChFC®, CLU®
  • In Planning
We are all unique. Our differences are vast and we don’t always agree. However, in many ways we are also similar. Most of us want to retire. If retirement is a focus for so many, or maybe has become an
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27 Mar

Financial Planning: To do or Not to do?

  • By Wayne von Borstel CFP®, CKA®, MSFS, ChFC®, CLU®
  • In Uncategorized
There is so much to discuss about financial planning. Why do so many fail? Many blame it on the other guy…. on the job opportunity…. on the lack of luck. I wonder? Is it really somebody else’s fault or is
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06 Feb

Don’t Ignore Social Security

  • By Wayne von Borstel CFP®, CKA®, MSFS, ChFC®, CLU®
  • In Uncategorized
It is so easy to ignore that what we do not believe in.  Should Social Security fall into this category?  See, we are told it is broken.  We are told that it will not be there when we need it.
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16 Jan

If You are Worried About Your Retirement, You Are Not Alone

  • By Wayne von Borstel CFP®, CKA®, MSFS, ChFC®, CLU®
  • In Uncategorized
Retirement might be years away for you, but you have this persistent nagging feeling inside. You might even be comparing your financial situation to specific friends, coworkers, or peers around you. You observe that you are the less financially prepared
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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