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Financial EDU

Asset Allocation

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

 

Buy or Lease a Car

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College Savings

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60% of families don't have a college savings strategy. Learn what you need to know to get started.

 

Consequences

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We've all made bad decisions.

 

Eldercare

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

 

Financial Planning

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Learn how our planning process can help you achieve your important financial goals.

 

First Portfolio

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Help your children learn smart money management skills today that can last a lifetime.

 

ILIT

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Irrevocable Life Insurance Trusts can provide financial control and tax efficiencies. This video shows you how it works.

 

Insurance

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Life insurance protects. 70% of those with coverage only have enough to replace 3.5 years of income. How protected is your family

 

Investment Policy Statement

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Before you build, you need a blueprint. Learn how an Investment Policy Statement can serve as your financial blueprint.

 

Retirement

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95% of Americans have not saved enough for retirement. Act now, your retirement is approaching.

 

The Power Of A Trust

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There are a lot of ways to plan for the future. Trusts can help protect your assets so you can create a lasting legacy for the ones you love the most.

 

The Power Of The Entrepreneur

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Entrepreneurs generate over 65% of new jobs. While they work hard for us, they need an advisor team working for them.

 

Trusts

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Trusts can manage how you leave assets to your family. This video shows how Trusts can create and preserve your legacy.

 

Wills

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A Will can provide a financial roadmap for your family. This video shows what to know when preparing your own Will.

 

What is a Fiduciary

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