Stewardship and Families

Stewardship has many definitions, making the topic seem overwhelming and sometimes leading to more questions than answers. Discover what it means to be a good steward in our latest article.
The Importance of Planning

When it comes to achieving your goals, a well-thought-out plan is essential. Discover the importance of planning in this video.
Happy Father’s Day!

Father’s Day is right around the corner. In this video, we reflect on how fathers, grandfathers, and other father figures play important roles in our lives and help shape us into who we are today.
Setting and Achieving Goals

Setting goals may seem easy, but following through and achieving those goals can be challenging.
Tips for Involving Your Successors in Financial Planning

Financial decision making with family members must be practiced and strengthened overtime. Discover tips for involving your successors in financial planning in this video.
Financial Planning for Your Family

Planning is not just a destination, it’s a process. A plan that worked 10 years ago, may not work today. Financial plans should be revisited and refreshed to fit your […]
SENDEROLegacy: Succession

How you can help the community of Uvalde, TX

Celebrating Women’s History Month

Succession Planning: The New Wellness Trend
