Video Library
Education Planning
A Lesson in Education Planning
They've spent 18 years teaching their child. But when it comes to funding an education, parents may be the ones who need a lesson. Learn how we help guide families on strategies and options for funding education.
Financial Planning
Achieve Your Dreams With a Financial Plan
Do you have a goal you want to accomplish? Buy a new car? Save for college? If so, you're more likely to be successful if you have a financial plan. Watch this short video to learn how a financial plan can help you achieve your dreams.
Personal Portfolio
Collaboration can help a family create and preserve wealth. Learn the basics of financial planning with Personal Portfolio. Watch this video to learn more.
The Power of Investing
Thinking about investing? Unsure whether it's a good option for you? Check out this video to learn why it's important to begin building your nest egg early in life.
Socially Conscious Investing
Socially conscious investors are interested in creating financial portfolios that reflect their values. Watch this video to learn about ESG and how it can help you select your investments.
This is Life
Life is more fun with the financial independence that comes with a clear plan for managing expenses and reducing debt. And we can help.
Investment Management
What It Means to be a Fiduciary
As fiduciaries, we ensure that the financial advice we provide you is objective and unbiased. Learn how we act in your best interest in this video.
Next Generation
#Goals
Financial planning is about more than just managing money. It’s about setting goals for your future and taking steps to achieve those goals. A trusted advisor can help set you on the right path.
You Got This!
We understand how important it is for you to meet your financial goals and plan for success in your future. But we also understand how much time and energy it can take, and that working on your financial future may fall by the wayside.
Not Your Father's Retirement
Your idea of retirement is probably much different from that of your parents. Your saving strategy should be too. By starting now and taking an active role in planning, you can positively impact your future.
Retirement
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.
Retirement Income Education
Do you understand your retirement options? Working with a professional can help you understand the risk and reward associated with retirement strategies.
Retiree
You’ve worked hard on saving over your lifetime. Let us help you manage your assets and prioritize your retirement goals.
Young at Heart
The world looks different today than it did for your parent's generation. Similarly, retirement looks different too. Learn how we can work together to develop a comprehensive plan for a secure and prosperous retirement.
Your Greatest Assets
Sometimes it helps to know someone is in your corner. Learn how we can help you navigate the complexities of building wealth and how to put a plan in place to manage your financial future.
Small Business Owners
Building on a Strong Foundation
Small business owners face unique challenges. Learn about strategies and resources that can help you plan for your future.
Exiting with Style
For many small business owners, the sale of their company is the foundation of their retirement plan. Learn how the right business succession plan can help you secure your retirement.
Investing in Yourself
Learn how financial planning can help small business owners design the life —and live the lifestyle—of their choosing in their retirement years.
Women
Protecting Those You Love Most
Learn more about financial strategies that can help women protect themselves and their families, should something unfortunate occur.
Taking Care
Caregiving responsibilities primarily fall to women—a reality that can impact their ability to plan and save for retirement. Learn how to plan for your financial future so that caring for your family doesn't have to mean sacrificing your financial security.
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.
Year End Planning
A New Year's Wish
Start the New Year off with a plan to make your financial resolutions a reality with the help of a qualified financial professional.
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 wellbeing of their practices.