Category: News

Tom Stefaniak discusses important retirement questions, including: 1) What is the most important service that you provide to your clients? 2) What is a Wealth Plan? 3) How often do you update the plan? The focus of this interview brought up compelling stories that Tom presented that made powerful teaching lessons that many people would not have considered. He comes alongside his clients to recommend strategies customized for their specific situations. Listen to the interview on the Business Innovators Radio Network   https://businessinnovatorsradio.com/interview-with-tom-stefaniak-certified-financial-planner-cfp-president-of-pinnacle-wealth-management-discussing-putting-your-financial-house-in-order/ When it comes to Investing for your Best Interest Tom…

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Don Purcell discusses his approach to helping his clients apply Biblical wisdom to issues faced by business owners to achieve predictable success–consistent results and growth.   Listen to the interview on the Business Innovators Radio Network   https://businessinnovatorsradio.com/interview-with-don-purcell-cpa-certified-kingdom-advisor-and-and-founder-of-clarity-business-coaching/  Purcell explained that ” As a small business coach, my vision is to guide clients toward good stewardship over business resources. This means making the most of what God has given you. Instead of wasting your Time, Talent, or Treasure, good stewardship leverages these three T’s for optimal value.” Purcell continued, “it’s more…

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