Our video library offers access to information about our processes, financial advocacy, security and more.
Choosing a Financial Advisor
||When it comes to managing finances, clients need professional advice to get the most out of their money.
||Everyone needs an advocate, a primary financial advisor, to help organize their finances and guide them on their financial journey.
|Who We Are
||Financial expertise and ability helps you get “from here to there.”
|What We Do
||Create a financial planning process to protect and grow your money.
||60% of families don’t have a college savings strategy. Learn what you need to know to get started.
|How To Save For College
||This video shows you effective strategies on how to pay for the high price of higher education.
||Taking care of one’s aging parents can be emotional and expensive. This video provides a checklist on what to do.
||A Will can provide a financial roadmap for your family. This video shows what to know when preparing your own Will.
||Trusts can manage how you leave assets to your family. This video shows how Trusts can create and preserve your legacy.
||Life insurance protects. 70% of those with coverage only have enough to replace 3 ½ years of income. How protected is your family?
|Irrev. Life Insurance Trusts
||Irrevocable Life Insurance Trusts can provide financial control and tax efficiencies. This video shows you how it works.
||Every investment decision involves both risk and reward. Learn how an asset allocation strategy can help reduce your risk.
||Americans overspend and under save. We must strengthen our personal economies to save America’s economy.
||Learn how our planning process can help you achieve your important financial goals.
|How To Reduce Debt
||This video shows you ways to reduce debt and regain control of your personal finances.
|Life in a Box
||As a kid, things were simple. Life’s different now and financial planning keeps you organized and in-the-know.
|War For Your Wallet
||There’s a war being waged for your wallet. Fight the urge to splurge, spend money wisely and win for your financial future.
||95% of Americans have not saved enough for retirement. Act now, your retirement is approaching.
|How To Save For Retirement
||Financial security in retirement takes planning and commitment. You can do it, here’s how.
||To retire right you need to know what to do with what you’ve saved. Do you know your retirement options?
|Client Vault Security
||Is your online information safe and secure? View this video to learn about the security features surrounding your vault and how we protect your data.