“It Must Be Nice”
I remember sitting in the seats of Arrowhead Stadium on an unseasonably warm day on January 11, 2004. The 13-3 Kansas City Chiefs were the number two seed on a path of destiny to take on the number one seed New England Patriots for the AFC Championship. This was our year! We would avenge th …
Nick Gertsema: Best-In-State Ranking
Our CEO and Wealth Advisor Nick Gertsema, CFP®, ChFC®, RICP®, AIF® was recently named among the 2024 Forbes Best-In-State Wealth Advisors for Missouri. This is a prestigious distinction, and not one that many wealth advisors receive. Only those advisors with a history of providing high qua …
Memory Lane and Financial Planning
By Nick Gertsema, CFP®, ChFC®, RICP®, AIF®, CEO & Wealth Advisor I had some time to sit East of St. Joseph where I had a great panoramic view of the part of town I grew up in. As I looked to the right, I saw the steeple of Wyatt Park Baptist Church. My mind immediately …
The Journey from “Should” to “Can”: Embracing the Freedom of Retirement
By Nick Gertsema, CEO & Wealth Advisor, CFP®, ChFC®, RICP®, AIF® Throughout our lives, we’re conditioned to follow a well-trodden path. From the early days in school, we’re told to excel to get into good courses. Then in high school, the pressure mounts to secure a spot in …
Retirement and Vacation: Both Need Careful Planning
By Nick Gertsema, CFP®, ChFC®, RICP®. AIF®, CEO & Wealth Advisor There’s so much that goes into taking a vacation, especially when traveling with kids. Choose the destination. Shop around to find the best hotel, AirBnB, or cruise line. Examine the calendar to choose dates that don’t in …
Financial Planning: It’s About Time
Nicholas Gertsema, Chief Executive Officer/Wealth Advisor Picture this: it was my son’s 15th birthday, and I wanted to do something special, something that would truly resonate with him. And what better way to do that than with music? My son had caught a bit of my country music bug, a …
