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3 Reasons To Consider Long-Term Care Coverage

Videos

3 Reasons To Consider Long-Term Care Coverage

Many are surprised to learn that Medicare doesn’t cover long-term nursing facilities or in-home care. Long-term care insurance can help offset these high costs. Looking for guidance? Watch the video below to learn 3 reasons to consider long-term care coverage and see how a financial advisor could help.

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Videos

How Millennials Can Pursue Financial Success

Millennials are the most technologically-savvy and educated generation to-date. Although they have many options, where can they obtain financial advice? Watch the video below to learn how a trusted financial advisor can help.

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Life and Money

Videos

Life & Money

We view your wealth as a tool to help you get the things you want out of life. How do you prioritize spending versus saving? Watch this video to learn how these decisions can impact your long-term goals.

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Estate Planning

Do you need an estate plan? Over the next 30 years, an estimated 30 trillion dollars in wealth is expected to transfer to Generation X and Millennials. How can you protect your legacy? Watch this video to learn how you can get started with your estate plan.

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Financial Fitness

Much like your fitness goals, your financial goals will remain focused and stay on track with the help of an advisor.

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Passive vs. Active Management

As an investor, would you prefer a passive advisor who offers a cookie-cutter solution simply because it’s cheaper and easier or one who actively selects the most suitable investments to include in your portfolio?

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Wealth Designed LIfe Defined Investment Experience

Videos

The Wealth Designed Life Defined Investment Experience

Our process for uncovering your True Wealth is thorough, precise and personalized. We call our approach the “Wealth Designed. Life Defined.” process. This unique investment experience provides a clear understanding of how our methodology can help you pursue a higher purpose for your wealth.

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Keeping Your Retirement Income Stream Growing and Flowing

With years of hard work and planning, many reach their financial goals and are able to retire. So how can you prepare for this stage in your life? Watch the video below for tips on how you can keep your income replacement stream growing & flowing.

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Interest Rates & Fixed Income

How does a rise in interest rates impact your fixed income investments? Should you consider reducing fixed income in your investment portfolio to decrease your exposure to risk?

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Overcoming Emotional Investing Habits

Why do some investors underperform the market indices? What are some common habits you can follow to put the odds in your favor of having a better expected investment experience?

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