Video: How the World Is Preparing for Trump’s Tariffs
- Bloomberg
US President Donald Trump’s tariff plans are a cornerstone of his economic agenda. Now that he’s back in office, businesses are navigating an uncertain future as he unveils his plans.
Access Our Complimentary Tool
Social Security Optimization
Explore multiple Social Security filing strategies with our Optimizer tool. This resource helps you identify the most advantageous approach tailored to your specific situation, potentially maximizing your benefits.
Dedicated to providing objective & strategic wealth management that is a right fit for you.
We provide straightforward advice as we put your needs and goals first. This advice includes having expertise in investment, insurance, social security, college funding and long-term care planning, which is often essential for a complete financial plan. We are here to provide you with the education, insights, and support to help you get to where you want to go.
The decumulation of assets stage of retirement is the "nastiest, hardest problem in finance."
Products & Services
In order to best plan for a life after work it is important to know that the accumulation of assets is significantly different than the decumulation of assets. Thankfully, we have the understanding as well as multiple tools and solutions necessary to provide for a successful retirement.
It’s said that only two things are certain in life: Death…and Taxes! And while there’s not much you can do to avoid the former, with prudent planning and foresight, there’s a lot you can do to minimize the latter.
If there’s one thing certain about life – it’s the uncertainty that living it brings. The best laid plans can sometimes come to naught! Even though you may think you’ve covered all the bases, life sometimes has a funny way of throwing you a curveball when you least expect it.
Growing a business is a difficult undertaking today as business owners must confront a myriad of tax laws and regulations while trying to effectively create products or services, manage their employees, develop and cultivate clients, and do so profitably.
You and your family (partner, spouse) work hard to accumulate assets over a lifetime. The hope is that, when the time comes for you to leverage those assets, they’ll be there for you to benefit from. Asset Management service is all about helping you manage YOUR financial assets using a prudent and conscientious approach.
In order to best plan for a life after work it is important to know that the accumulation of assets is significantly different than the decumulation of assets. Thankfully, we have the understanding as well as multiple tools and solutions necessary to provide for a successful retirement.
It’s said that only two things are certain in life: Death…and Taxes! And while there’s not much you can do to avoid the former, with prudent planning and foresight, there’s a lot you can do to minimize the latter.
If there’s one thing certain about life – it’s the uncertainty that living it brings. The best laid plans can sometimes come to naught! Even though you may think you’ve covered all the bases, life sometimes has a funny way of throwing you a curveball when you least expect it.
Growing a business is a difficult undertaking today as business owners must confront a myriad of tax laws and regulations while trying to effectively create products or services, manage their employees, develop and cultivate clients, and do so profitably.
You and your family (partner, spouse) work hard to accumulate assets over a lifetime. The hope is that, when the time comes for you to leverage those assets, they’ll be there for you to benefit from. Asset Management service is all about helping you manage YOUR financial assets using a prudent and conscientious approach.
Daniel Kaibel
Meet Your Advisor
While Purpose Financial Planning LLC (PFP) has one employee, the owner, clients are receiving the benefit of many others who provide intellectual capital, support, and services beyond the ‘walls’ of the firm. Dan Kaibel, the owner enjoys incorporating these resources in working with his clients to achieve what is important to them. Dan has over 30 years of financial services experience in many areas, including previously overseeing investments as Chief Investment Strategist at a larger RIA firm.
A more personal approach to financial planning
No two retirements, portfolios, or investment strategies are the same. Before we make any recommendations, we take the time to learn who you are and what you hope to achieve. From there, our team will create a plan that addresses what’s most important to you, while considering your entire financial picture.
And as your needs and goals change, we’ll work with you to adapt your plan so it seamlessly transitions along with you.
Our Difference
Integrity: Being your trusted financial professional is a privilege, and we acknowledge this by aiming to be transparent, informative, and solution-focused in our advice.
Support: We’re here to be your advocate, celebrate your wins, and provide insight and education to help you in reaching your financial goals.
Experience: Our team’s range of skills, education, and knowledge gives us the ability to provide you with the information you need to make informed financial decisions.
The Book of Genesis in the Bible states that God found delight in His work after seeing what He had made. Our goal is to be able to look at what has been created for our clients and to share in a sense of ‘well done’ with them.
Premium Financial Content
Access articles licensed from the world’s most respected publishers including Forbes, The Wall Street Journal, Bloomberg, The New York Times, and more.
The 4 Pillars of Leadership — How Process-Driven Leaders Enhance Performance
- Entrepreneur Magazine
Let's explore how process-oriented leaders help drive businesses and teams forward — and how they can leverage their style for maximum impact.
How to make money from a TikTok hit. (Hint: You won't get it from TikTok.)
- Business Insider
There's been a lot of discussion about how important TikTok is to creators and influencers who make money on TikTok. But there's not a lot of discussion about how that actually works. Here's how Adam Faze made it work.
Customizing Trusts
- Broadridge Content
A trust is created when you (the grantor, settler, or donor) transfer property to another person or persons (a trustee or trustees, which could also be you) for the benefit of a third person or persons (the beneficiary, which could also be you). The trustee manages the property for the beneficiary and distributes income and principal according to terms of the trust agreement. There are many types of trusts, and they are used for many different purposes (e.g., to provide for management of property, to provide income to beneficiaries, to avoid probate, or to obtain favorable tax treatment). Trusts are extremely popular because they are flexible and can be customized to meet your particular goals and objectives. Trusts are customized by including particular provisions that are intended to accomplish the purpose(s) of creating the trust in the first place.
If You Live In an Area Hit By California Wildfires, You Can Pause Your Student Loan Payments
- Investopedia
Federal student loan borrowers can get some relief from payments if they live in areas where the Southern California wildfires caused up to $275 billion in damages and economic loss.
6 Business Etiquette Tips Every Professional Should Know
- Entrepreneur Magazine
Follow these business etiquette topics to avoid unnecessarily damaging your business — and your reputation.
01/15/2025
Seven Key Tips for Planning Elder Care
Seven tips to help make the planning process smoother and more comprehensive when it comes to caring for your elderly loved ones...
View More >>
Purpose. Plan. Protect
Your family is important to you. Your family is important to us as well. That’s why we take the time to understand your unique situation—your goals, your needs, the hopes that you have for your children. Together we’ll implement a plan tailored for your unique situation.