Video Learning Library

Business Owners

Business owners are a special breed with unique financial needs.

Retirees

You've built your nest egg over time. We can help you enjoy the rewards of your life's efforts.

Entrepreneurs

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

Executives

Financial planning can help with employee benefits, stock option planning and executive compensation.

Athletes

Pro athletes face unique financial challenges; help preserve wealth long after they've left the game.

Attorneys

Plan for the future while implementing financial strategies to ensure long-term success.

 

Medical Professionals

Physicians are busy professionals, but still need to organize, protect and prepare for their future.

 

Educational Videos

Life in a Box

As a kid, things were simple. Life's different now and financial planning keeps you organized and in-the-know.

What We Do

Create a financial planning process to protect and grow your money.

War For Your Wallet

There is always going to be conflict between wants and needs. Let us help you manage that.

Life Insurance Trust

Irrevocable Life Insurance Trusts can provide financial control and tax efficiencies. This video shows you how it works.

Retirement Income

To retire right you need to know what to do with what you've saved. Do you know your retirement options?

Insurance

Create a life insurance policy that will help protect your family’s future.

 

Financial Planning

Be successful at financial planning by letting us create the right blueprint for you.

 

Take 3 Videos

Protecting Your Business

How do businesses prepare for the sudden death of an owner and its impact on customers, employees, lenders and suppliers?

Tax Diversify Your Retirement Income

How do business owners build wealth for their own retirement while trying to reduce the income taxes they have to pay?

Protecting Your Family

How do business owners, whose families are financially dependent on income provided by the business, protect their family's lifestyle in the event of their death?

Protecting Your Partner

How do business owners deal with the void left by the unexpected death of a business partner?

Business Asset Strategies

How do business owners prepare to unlock the value of their business so that they give themselves the greatest chance of realizing its full value?

Retaining Management

How do privately held companies motivate and incentivize key employees to stay long-term and contribute to the owners' overall success?

Building Cash

How do business owners build and maintain the cash they need to operate the business in a prudent and tax-efficient manner?

IRA Wealth Maximization

How do clients with large qualified plan and IRA plan balances prepare for the potential depletion of those assets from taxes?