Broker Check


Tips From an Experienced Professional!

The second half of our cyber security discussion features tips and tricks so you can avoid scams like a pro. 

Don't Let This Happen to You!

Let my cyber security scare be a warning for you. The scams are everywhere.   

Our Most Favorite Organization!

Home Made Caramel Corn! YUMMM! 

End of the Year Check In- How I Did on my Resolutions! 

Jennifer's Famous Pumpkin Bread!

Favorite Recipes! One Old, One New!

Election Time and What it Means for You 

Why We Love Working with Military Clients 

What's New at Purpose Planning     

Why We Love Working with Women 

General Information


The SECURE Act changed the rules for retirement accounts and investing. Are you aware of how this may affect your investing strategy? Get all the details here in our free ebook.

Thank you! Oops!