Endurance Planning Group

Next on our Welcome to the EPG Team Tour, Bob Heisterberg! Here is a little bit about Bob so you can get to know him better: Bob has spent his entire 35 year career in the investment business, bringing valuable experience to help individuals and families build a sustainable path to financial freedom. In addition to working directly with clients, Bob will lead the firm’s investment committee, helping clients determine an appropriate strategy given their unique circumstances. ... In addition to being an avid golfer, Bob enjoys spending time with family and friends, an occasional cigar, and the opportunity helping his clients achieve their financial independence. We are very excited that Bob joined our team and hope that you will get to meet him in the coming months!

Why worry about tomorrow when you can plan for it? Personal financial advice can help.

Team Member Tuesday: Please join us in welcoming Leandra Wilder to the EPG Team! Leandra is a recent graduate of Centre College in Kentucky with a B.S. in Finance and Political Science. She enjoys running while listening to true crime podcasts, hiking the Appalachian Mountains with friends, and finding hole-in-the-wall coffee shops and antique/thrift stores. We are excited to see what yet another Wilder has in store for us!

Work toward your financial goals with personalized advice you can trust, and online tools to track your progress.

Team Member Tuesday: Please join us in welcoming Chris Rowe to the Endurance Planning Group Team! Chris graduated from the Elon University with a B.S. in Business Administration with a major in Finance. He enjoys spending time outdoors with his dog Benelli, a yellow lab, waterfowl hunting and snowboarding with friends and family, and watching football, baseball and hockey. We are very excited to have him on board and hope you get the chance to work with him!

Working toward your long-term financial goals starts with making the next right move.

Staying focused amidst uncertainty can help you reach your future financial goals.

Today’s the perfect time to make the next right step toward your long-term financial goals.

If you have someone in your life with college ambitions, let’s talk about saving strategies.

From the classic piggy bank to dedicated savings accounts, here are some tips for teaching your kids or grandkids the value of a dollar.

Wishing you a safe, fun and relaxing Labor Day!

College students and young adults are increasingly concerned about their financial future and the impact the pandemic may have. If there’s a young adult in your life who could use financial guidance, let’s connect.

Creating solid money habits early can make it second nature for kids when they are older. What lessons would you add to the list?