Financial Clarity by Design

09/01/2026

September is life insurance awareness month!

Life insurance is a great way to help protect the people who matter most. Whether it's replacing income, covering final expenses, paying off debt, or helping with future goals like education, having the right coverage can provide valuable financial security.

If it's been a while since you've reviewed your coverage or if you haven't explored your options, now is a great time to start the conversation! A little planning today can make a big difference in the future.

09/01/2026

As Amber and Colten head back to school and start classes next week, we want to give them a big thank you for spending the summer with our team!

We’ve loved having them in the office, watching them learn, grow, ask great questions, and jump in wherever they could. We’re proud of everything they accomplished this summer and excited to see what’s ahead for both of them!

🎓 A Summer Well Spent!

08/27/2026

🌏 Learning from the best around the world!

Rebecca is currently in Australia attending the global MDRT Conference, a professional organization that brings together some of the top professionals in our industry from around the world.

This is an amazing opportunity to learn, share ideas, and gain new perspectives from professionals who are finding success in different markets and environments.

We’re excited for her to bring those insights back to our office so we can continue to grow, improve, and find even better ways to serve our clients!

08/26/2026

We’re excited to congratulate Mason and Colten on two great achievements!

👏 Mason passed his SIE Exam, an important milestone on his path toward becoming securities licensed and continuing his journey to becoming a financial advisor. We’re proud of the hard work he’s putting into building his career!

👏 Colten passed his Life Insurance Exam during his time as an intern with us. We're excited to celebrate this accomplishment and the initiative he’s shown in learning and growing during his internship!

Congratulations, Mason and Colten! Keep up the great work!!

08/19/2026

Last week, our team got up to some exciting things!

Juli headed all the way to New York to check out the New York Stock Exchange with Capital Group and had a blast! Meanwhile Becky, Mason, and Melanie got to hang out with the Core team in Minneapolis!

08/14/2026

Happy National Financial Awareness Day!

Managing finances isn't easy, but it's essential. Take today to review your personal finances and ensure you are on the right track to your goals!

Some things to keep in mind:

✅Budgeting: Having a monthly budget is powerful. Making a clear and concise budget can help keep you on track with spending and get you one step closer to your financial goals. You don't have to pinch every penny but planning how much you will spend each month makes a huge difference.

✅Think of the future: You know what they say, the second-best time is right now! Planning for the future can give you a realistic picture of how much you should be saving.

✅Build an emergency fund: Life is unpredictable. That's why having a savings to fall back on can keep you safe from whatever curveball life throws at you.

✅Set goals: Setting clear goals and when you want to achieve them will keep you on track and accelerate you towards success.

And finally, don't be afraid to reach out! We are always here to help.

08/11/2026

Our office will be closing a little early this afternoon! We will be back again tomorrow for our regular business hours.

08/07/2026

Our newest executive assistant, Missy, is here! Missy has 8 years of experience in the financial services industry and is excited to continue to grow! We are thrilled to have her as part of the team and can't wait to get to know her more.

07/31/2026

07/23/2026

With the rise of fraud, scams, and cyber-attacks, it's vital to stay vigilant against such online crimes. That's why we're partnering with Carefull - a new, added service for our clients!

It's common for companies to offer temporary credit monitoring after a data breach, but Carefull acts as an all-in-one, long-term service to keep you and your family's information, savings, credit, identity, and passwords safe from online criminals. No one should have to fear whether or not their information lands in the wrong hands. With Carefull's military-grade security, you don't have to.

It's time to protect you and your loved ones. For more information and to enroll, contact us today!