Library

White Papers and Guide books
Questions to Ask Your Financial Advisor - Cover@2x
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Finding a new financial advisor can be tough. That’s why we compiled some of the most important questions we believe you can ask in an initial meeting. Download this list to keep on hand when evaluating potential advisors.

Preparing For The Flight of Your Life - Cover@2x
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Retirement is a complicated thing. It’s viewed as a chance to relax, but it can be overwhelming if you don’t think ahead and prepare for it. It’s exciting and new, but it can get old pretty quickly if you don’t plan some excitement into your days.

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This guide covers the steps that need to be taken when a loved one passes away. It instructs who to notify, information to gather, closing accounts, etc, and lays it all out by priority. There’s a lot of grief and stress that happens in these circumstances and the goal for this document is to help lighten that load.

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If you’re thinking about investing, you have several paths you could go down. This resource guides you through fundamental questions you should consider before choosing which way to go.

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This resource from the Social Security Administration gives an in-depth discussion of a variety of questions about Social Security and Medicare. It’s worth a read whether you’ve already claimed Social Security or you’re planning on doing so soon.

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Your financial future depends on a lot of factors. Too many people let poor financial planning affect their future negatively, but you don’t have to. Find out how we can help you design and build a financial plan that will protect you and your family’s future.

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Planning for retirement can be overwhelming. That’s why we created this retirement planning checklist to help you keep track of all the important planning tasks that can put you on the path to a successful retirement.