Broker Check

JUNE 2023 Newsletter

Just want to check in... We appreciate the opportunity to work with you and want to stay in touch on a personal level.

We’d love to hear from you and invite you to connect with us. New life events are an opportunity to make sure your financial plan remains on track, resilient, and relevant.

What's new in your life?

Think of the 3 C’s: Challenges, Changes & Celebrations. Whether big or small, our team loves to hear about them! Staying up to date with your life events allows us to help you plan and prepare for what's ahead.

Other things to consider:

• What questions or concerns do you have about the financial world? How might that impact you and your plans?

• Is your portfolio still on the right path for your goals?

• Would you like to see additional options for addressing both opportunities and obstacles in these volatile times?

What’s new in ours?

What’s new in ours?

Jeff and Angie's fun spring adventures included celebrating Mother's Day with four generations of family atop Steptoe Butte.

Wanda is preparing for her new title: Grandma!

Kurt graduated from WSU in May!

Music on Main: Live Music in Downtown Pullman Every Thursday of June through September, 6-8pm

Music on Main: Live Music in Downtown Pullman Every Thursday of June through September, 6-8pm

See the link for more about the outdoor concerts.

Our office is helping underwrite these free, family friendly events in June.

Margo's Quilts: Crowd Pleaser at Pullman Art Walk!<br/>

Margo's Quilts: Crowd Pleaser at Pullman Art Walk!

We enjoyed hosting artist Margo Balzarini of Palouse River Quilts as part of the "3 Forks River & Arts Festival" in downtown Pullman.  Friday night, May 19th, was the special moment when the public got to meet and greet and interact with Margo.  About 40-50 people stopped by our office on Main street and she really enjoyed talking with other quilt lovers.  Margo has been quilting for about 45 years and says "It's relaxing and I really like working with different colors...."  

The beautiful quilts decorated our office for several weeks and we were sad to see them go back home to Colfax.  You can visit them now at Margo's store in downtown Colfax on Main street.  


“A wise person should have money in their head, but not in their heart.” – Jonathan Swift

“If your ship doesn’t come in, swim out to meet it! “ – Jonathan Winters

"Financial peace is living on less than you make, so you can give back and invest. You can't win until you do this." – Dave Ramsey