Crestpoint Financial Group

07/19/2026

Happy National Ice Cream Day! Some decisions are harder than others...

Chocolate or vanilla?
Cup or cone?
Sprinkles or no sprinkles?

07/16/2026

Saving is one thing, creating income is another.

Retirement income strategies focus on turning savings into income over time.
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07/14/2026

Consistency often beats “perfect timing.” When markets feel uncertain, I can help you stay invested and feel confident in your plan. Let’s talk.

07/10/2026

Sometimes the best reminders are right in front of us.

A flower doesn't bloom overnight. It takes time, patience and the right conditions to grow.

Many of life's goals work the same way. Whether you're cultivating a garden, building a new habit or working toward a long-term objective, progress often happens one small step at a time.

07/08/2026

If you’d like to better understand how the strength of the U.S. dollar affects your personal portfolio, let’s connect.

The U.S. dollar plays a key role in shaping investment outcomes.

07/06/2026

July is National Hot Dog Month! 🌭

Let's settle a summer debate:

Are you a hot dog purist who sticks with ketchup and mustard, or do you load yours up with chili, onions, relish and everything else?

07/04/2026

Happy Independence Day! Today, we celebrate the freedoms we enjoy and the communities that make our country so special.

06/30/2026

We're proud to share that Ameriprise Financial was named one of Newsweek’s 2026 America’s Greatest Workplaces for Women – a great reminder of the meaningful contributions women make throughout our firm every day!​

​Learn more about Ameriprise Financial performance in the investment industry: https://bit.ly/3df9a5L

06/28/2026

Today is National Insurance Awareness Day, a good reminder to review your coverage and make sure it still aligns with your current needs and goals.

Life changes, and your plan should keep up. When was the last time you reviewed your coverage?
https://bit.ly/4arHwCD

06/25/2026

Retirement isn’t about slowing down—it’s about continuing the life you enjoy.

Whether that means dining out, hobbies, or spending time with family, maintaining your lifestyle takes thoughtful planning. Looking at your income sources and expenses together can help support the life you’ve worked toward.
https://bit.ly/4vuZ890