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  • About
    • 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
    • Charitable Partners
  • Services
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08 Jul

Secrets of the Successful – #3

  • By Wayne von Borstel CFP®, CKA®, MSFS, ChFC®, CLU®
  • In Blog, Leadership, Live Your Best Life, Success
Do you find yourself searching or wondering what your true talent is? Do you think that maybe if you can uncover your true talent you will find the right job, the right opportunity, or that special circumstance that will be
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26 May

Secrets of the Successful – #1

  • By Wayne von Borstel CFP®, CKA®, MSFS, ChFC®, CLU®
  • In Blog, Live Your Best Life
I’ve been in financial services for over 30 years. When you do something for that long the patterns emerge and you see why things are the way they are. I’ve had the privilege of getting to know hundreds of successful
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29 Jan

4 Requirements to Live Successfully

  • By Wayne von Borstel CFP®, CKA®, MSFS, ChFC®, CLU®
  • In Planning, Retirement, Self-Help
The world is made up of decisions. When we wake, what we eat, how we spend our time…everything is a decision. How do we make decisions? Are they thoughtful and planned or made reactively based on instinct, feelings, and bad
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09 Sep

Who’s On Your Bus?

  • By Wayne von Borstel CFP®, CKA®, MSFS, ChFC®, CLU®
  • In Self-Help
We have learned through the years that being positive, sleeping well, eating right, and exercising greatly impact our overall well-being. But, there’s a more significant factor shaping your ability to live the life you want. So, I ask, “Who’s on
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05 Jun

Success is Greed?

  • By Wayne von Borstel CFP®, CKA®, MSFS, ChFC®, CLU®
  • In Self-Help
We left Europe or other places to have independence, to have the ability to stand up for freedom to have the ability to work hard and stretch for success always with the risk of failure. But that is what made
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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