Wealth Strategy Group

10/13/2026

Four Numbers to Retire On

Most couples I sit down with can tell me their retirement balance to the dollar. They check it on Sunday nights. They know what it was in March and what it is now. Almost none of them can tell me what their life costs.

10/05/2026

Check out our latest Blog. The PRO File Issue No. 1.

On September 16 the Federal Reserve raised its benchmark rate for the first time in roughly three years. That was the headline. It was not the important part.

10/05/2026

Check out our latest blog, the PRO File, Issue No. 1.

On September 16 the Federal Reserve raised its benchmark rate for the first time in roughly three years. That was the headline. It was not the important part.

10/01/2026

Wow, the colors coming into Marquette right now are amazing! Here is a view out our door this morning. We would love for you to share some of yours below!!

09/21/2026

09/07/2026

We will be closed today, but hope you all have a great day celebrating Labor Day!

08/31/2026

A simple, oft repeated quote, but an important one. Here's to new journeys, big and small.

08/25/2026

We see a lot more wildlife at our new office. These guys were waiting for me when I got here today. There is also a family of turkey and lots of deer that like to hang around.

08/24/2026

Here's to another week! What kind of future are you working towards creating?