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  1. Investment Policy Statement

    Before you build, you need a blueprint. Learn how an Investment Policy Statement can serve as your financial blueprint.   ...
  2. Life Insurance: How protected is your family?

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

    Irrevocable Life Insurance Trusts (ILIT) can provide financial control and tax efficiencies. This video shows you how it works.   ...
  4. How to Save for Retirement

    Financial security in retirement takes planning and commitment. You can do it, here's how.  
  5. How to Save for College

    This video shows you effective strategies how to pay for the high price of higher education.  
  6. How to Reduce Debt

    This video shows you ways to reduce debt and regain control of your personal finances.  
  7. How do I Budget?

    Learning to budget is essential to any healthy financial life. Watch this video to learn the basics of budgeting to learn how to make every penny count.   ...
  8. Healthcare Planning

    Healthcare expenses are the #1 cause for personal bankruptcy in America. This video stresses why it's important to plan now for the high cost of healthcare in retirement.   ...
  9. Graduating into Financial Freedom

    College graduation is a time of new beginnings and new financial responsibilities. Help new college grads get off on the right foot financially with these money management tips.   ...
  10. The Power of Entrepreneur

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