We believe that education can lead you to financial stability and the preservation of what really matters most in life.
Ready to reach your goals? Our educational resources are here for you and don’t hesitate to contact us with questions.
Education from experts in plain English
This comprehensive ebook is a straightforward guide to understanding how annuities work, the various types of annuities, and the questions to ask before purchasing one.
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Ever wonder if you’ve done enough to protect your family financially? CEO and attorney Kent Phelps has seen all types of situations in over 20 years of practice. This guide covers the top seven estate mistakes that are most common and costly. And, most importantly, how you can avoid them!
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Our concise videos featuring CEO Jeff Junior. Please note these are best viewed on a desktop.
Check out these videos and much more!
From estate planning to budgeting, our blog covers common financial questions. We also feature monthly macro trends with our Chief Investment Officer.
The IRS has proposed several significant changes to the tax code as part of its revenue proposals for 2025. If enacted, these changes could have profound implications for estate planning and top earners.
As an investor, it’s essential to understand economic indicators that can affect your portfolio’s performance. Monitoring these indicators can help you predict patterns, identify trends, and make informed investment decisions.
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These tips will get you back on track with your finances.
Does the 4% rule still make sense? Review your withdrawal rate.
