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    • Why Work with Us
    • Aligning Values, Vision and Wealth
    • Meet Wayne von Borstel
    • Meet Craig Smith
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      • Wayne’s Team
      • Craig’s Team
    • Books
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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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06 Feb

Be Unemotional!

  • By Wayne von Borstel CFP®, CKA®, MSFS, ChFC®, CLU®
  • In Uncategorized
We are smart people. We are experienced, educated, well read and have more information available to us than ever before in previous decades. If this is the case, why do so many continue to want to make financial decisions based
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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