Video Library

Our video library offers access to information about our processes, financial advocacy, security and more.

Choosing a Financial Advisor

Advisor Decide When it comes to managing finances, clients need professional advice to get the most out of their money.
Financial Advocate 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.

College Savings

College Savings 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.

Elder Care

Elder Care Taking care of one’s aging parents can be emotional and expensive. This video provides a checklist on what to do.

Estate

Wills A Will can provide a financial roadmap for your family.  This video shows what to know when preparing your own Will.
Trusts Trusts can manage how you leave assets to your family.  This video shows how Trusts can create and preserve your legacy.

Insurance

Insurance 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.

Investment

Asset Allocation Every investment decision involves both risk and reward.  Learn how an asset allocation strategy can help reduce your risk.

Money

Economic Reality Americans overspend and under save.  We must strengthen our personal economies to save America’s economy.
Financial Planning 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.

Retirement

Retirement 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. 
Retirement Income To retire right you need to know what to do with what you’ve saved. Do you know your retirement options? 

Security

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.

 

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