Agent Photo

Turning Forty

My kids tell me I’m old. Thinking back, I’m positive that I told my parents the same thing. I’m sliding into 40 like an old man sliding into a tub of warm water- careful not to slip and have to use the necklace since, “I’ve fallen and can’t get up”! (Older folks get the reference- young people just stare like I’m weird or something.)

This has been a time of reflection for me. Not like a mid -life crisis type of reflection (that’s next year)- just looking into the mirror and accessing the world and my place in it. I knew that when I started in this industry in January of 2004 that I wanted to help people- it was really that simple for me. I wanted to take things that were complex and boil them down for others and be able to say, “This is what we need to do now so that you can do that….at this time”

As I gaze into the mirror I can honestly say that I have put forth my best effort into putting others needs before my own and making sure I would do the same thing for you as if you were my own family … especially if I didn’t want you to move in with me!

As with any profession, the most difficult thing isn’t the job itself- it’s balance. Ironically. It’s balance between having contact with people on a regular basis, keeping up with needs that arise in the moment and dropping everything to be there when a client’s life is in pieces.

See, I’m interested like all of you- but it’s a two-fold investment. I have financial investments of course. But my best, most important investment is the time I spend with you. Getting to know you, what’s important to you, and what your needs, wants, desires are and molding that into a strategy that works… for you!

I love my profession. Not as much as I love Jesus or my wife per say (kids too), but I love it! I love solving challenges and figuring out how to get from here (where you are) to there (retirement)- it’s simple, until it’s not.

Life is change- always. This profession has kept me grounded in my mortality. I have attended weddings, funerals and I’ve been there after children were born- for real, like in the cheesy TV commercials. I’ve visited some of you in hospitals, and I’ve been to hospice with clients. It’s heavy, but not a burden. You know why? Because I care. In this B.S. “It’s all about me” world, there are still people out there (more than you think) who care about you. My family and the people on our team do care. Our plan as a company is to add more staff to ensure that your needs are met. I’m not superman (anymore anyway- I’m 40 now). I can’t do it alone and take care of my family as well. As a typical human I have flaws- lots of them. I’m open about that. But our heart as a company is to serve others. As new people are added to our team, please welcome them just like me -which means give them a really hard time, and don’t return their calls the first 5-8 times they’ve called you…- just kidding! Return their calls please.

When the crap hits the fan and your life is turned upside down, as it will be at some point, call us. We want to be the hands and feet of Jesus. Life is more than just the “stuff” you accumulate. It’s in the relationships you have with others. Life is meant to be journeyed together. Thank you for sharing part of your life with my team and me.

More than just investments,

Levi

Helpful Content

The Good Ship IPO

The Good Ship IPO

The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.

Keeping Up with the Joneses

Keeping Up with the Joneses

Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?

How to Retire Early

How to Retire Early

Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.

 

Keeping Good Records is Good Business

Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.

The New Red Scare: Chinese Ownership of U.S. Debt

China owns a portion of the total outstanding debt of the U.S. Government. What does it mean?

The Utility of Sector Investing

Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.

How to Appeal Your Property Taxes

For homeowners who think their property taxes are too high, there are ways to appeal.

Top New Digital Tools for Small Businesses

Apps that help small business owners better manage and grow their business.

Tax Rules When Selling Your Home

The tax rules governing profits you realize from the sale of your home have changed in recent years.

View all articles arrow

Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

Doubling Your Money

This calculator demonstrates the power of compound interest.

Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

View all calculators arrow

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

View all presentations arrow

RE: Retirement

How does your ideal retirement differ from reality, and what can we do to better align the two?

An Arm and a Leg

A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.

Once Upon a Goal

Do you know how to set up your financial goals for success? This knight does.

Extended Care: A Patchwork of Possibilities

What is your plan for health care during retirement?

Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?

A Fruitful Retirement: Social Security Benefit

Taking your Social Security benefits at the right time may help maximize your benefit.

View all videos arrow