16 Apr College Savings
Higher education provides your children with lifelong advantages. This video explains the importance of getting started with a college savings strategy as soon as possible. ...
Financial Planning
11 Jan Retirement Education
It’s never too early to start saving for your retirement – but it can be too late. Find out why you need to start saving for your retirement now in this video. ...
30 Oct Taking Control
We understand the challenges that women face. In this video, learn how we can deliver financial guidance to help you achieve your goals. ...
22 Jul A Plan for Life
While there's no map for moving through life, a holistic financial plan delivered by a trusted financial professional can help you confidently prepare for all the 'what if's. ...
03 Apr The Power of Investing
The importance and power of using the market to build a solid financial future....
04 Jan Shape Up Your Financial Plan
Need to get your small business's finances in shape? Learn how we help health and wellness professionals maintain the well being of their practices....
02 Oct Leaving a Legacy
Enjoying your retirement also means planning for what's next. See how we can work together to create an estate plan that can help ease the transition and protect your family....
03 Apr You Got This!
Spend more time doing what you love. Your future is safe in our hands. ...