Should You Buy Your Teen An Electric Vehicle? Pros And Cons
- Forbes
EVs are the wave of the future. But are they the right ride choice for a teen with perhaps only weeks of road experience?
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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.
7 Must-Have Money Skills You Weren’t Taught In School
- Forbes
School and college prepare you to pass exams. But often, you're left ill-prepared for real life. Here are seven money skills that you need to learn in 2025.
Why Profit Isn’t A Plan, It’s A Pattern Of Behavior
- Forbes
Profit isn’t a goal, it’s a signal. Learn how leaders like you can shape behavior patterns that drive sustainable performance, culture, and bottom-line results.
4 Behavioral Biases and How To Avoid Them
- Investopedia
Are you an overconfident investor? Are you guilty of chasing trends? And how's your attention span these days? Here are four of the most common biases undermining your saving and investing, and how to overcome them.
AI Took My Job – Now It’s Helping Me Find My Next One: How Workers Are Using AI To Rebuild Careers In 2025
- Forbes
How laid-off workers in 2025 are using AI to rebuild their careers, from job-matching tools to upskilling strategies that turn disruption into opportunity.
This Buzzy Retirement Strategy Is Helping Young People Escape the 9-5 Before Becoming Millionaires — Here's How to Pull It Off
- Entrepreneur Magazine
The trend is popular on social media among Gen Z and millennial workers who need a break.
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...
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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.