“Trust is earned, not given and our team works everyday to earn our client’s trust.”

Videos Archive

ANNUAL REVIEW

BUSINESS OWNER

BUY OR LEASE A CAR

CONSEQUENCES

CREATIVE PLANNING

CREDIT CARD VS. DEBIT CARD

DRESS REHEARSAL

ECONOMIC REALITY, WHY PLAN NOW?

EDUCATION PLANNING

EFFECTIVE CHARITABLE PLANNING:  DONOR-ADVISED FUNDS VS. PRIVATE FOUNDATIONS

ELDER CARE

FAMILY VIEW

FINANCIAL PLANNING

FIRM ADVISORY SERVICES

FIRM OVERVIEW

FIRST PORTFOLIO

HEALTHCARE PLANNING

HERE TO THERE

HOW DO I BUDGET

HOW TO REDUCE DEBT

HOW TO SAVE FOR COLLEGE

HOW TO SAVE FOR RETIREMENT

ILIT

INSURANCE

INVESTMENT MANAGEMENT; ASSET ALLOCATION

INVESTMENT POLICY STATEMENT

LET’S LOOK FORWARD

PERSONAL WEALTH ORGANIZER

PERSONAL FINANCIAL WEBSITE OVERVIEW

PERSONAL PORTFOLIO

RETIREMENT PLANNING

RETIREMENT INCOME EDUCATION

ROBO ADVISOR

SAFE and SECURE

SPEED OF ACCESS

SPEND LESS THAN YOU EARN

THE ENTREPRENEUR

THE POWER OF A TRUST

TRUSTS

WALK IN OUR SHOES

WAR FOR YOUR WALLET

WHAT’S IN A NUMBER?

WHAT IT MEANS TO BE A FIDUCIARY

WILLS

YOU GOT THIS!

 

Contact Us