Crestpoint Financial Group

09/07/2026

We hope everyone had a wonderful Labor Day weekend!

Whether you spent time with family, gathered with friends, enjoyed a backyard barbecue or simply took a moment to relax, we hope the holiday gave you an opportunity to recharge.

As summer winds down and a new season begins, we're looking forward to helping our clients continue making progress toward the goals that matter most.

Here's to a great September!

09/03/2026

Meaningful progress rarely happens overnight.

It's often built through consistent habits, thoughtful decisions and staying focused on what matters most.

No matter what goals you're working toward, today's choices have the potential to shape tomorrow.

Small steps can lead to meaningful progress over time.
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09/02/2026

Retirement is about more than leaving the workforce.

For many people, work provides structure, relationships, purpose and a strong sense of identity. When that chapter ends, the transition can be about much more than replacing a paycheck.

In his latest Perspective article, Dave Houbre explores why personal readiness matters alongside financial readiness and what it can mean to retire to something, not simply from something.

If retirement is on your horizon, this is worth the read. Take a few minutes to consider not only whether you’re ready to retire, but what you want your life to look like when you do.

Retirement takes more than financial readiness. Explore how purpose and engagement can help shape your next chapter.

08/29/2026

This week was a big milestone for Caitlin’s family!

Her daughter is off to kindergarten, and we’re wishing her a wonderful first year filled with new friends, new experiences and lots of learning along the way.

We’re also sending our best wishes to all the students, teachers and school staff beginning a new school year. Here’s to a great year ahead!

08/28/2026

For many, retirement is about seeing more of the world.✈️

But making those experiences possible — year after year — requires more than just a wish list.

This article outlines how to plan for travel in a way that feels both fulfilling and financially sound.

We can help you make sure your travel goals fit comfortably into your life.

Financially prepare for your next trip with more confidence.

08/27/2026

Markets change, but your long-term goals don’t have to. Solutions that balance growth opportunity with a level of protection can help you stay focused through the markets ups and downs. A plan built to adapt can make all the difference, so send me a message to discuss strategies for staying prepared.

08/26/2026

Today is National Dog Day, and we are celebrating the four-legged family members who make our days a little brighter.

Pictured here are Mary's dogs!

08/24/2026

As parents and loved ones age, conversations often expand beyond finances to include healthcare decisions, caregiving responsibilities and support systems.

Taking time to discuss these topics before they're needed can help families better understand one another's wishes and prepare for future decisions together.

Having a plan isn't just about finances, it's also about helping everyone stay informed and working toward the same goals.

https://bit.ly/4xeu3aF

08/20/2026

As retirement gets closer, many people look for ways to stay invested while also protecting what they’ve built. Solutions that can help buffer the impacts of market downturns may provide greater confidence as you plan for the road ahead. Let’s connect to explore options for managing risk in retirement.

08/20/2026

Sometimes, the best way to reset during a busy day is to step away from the desk and take a quick walk outside.