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.
Maxing out your 401(k) is a significant milestone in securing your financial future, but it’s just the beginning. Discover additional investment strategies that offer tax advantages and help you continue building your retirement savings beyond the 401(k) limits.
Most of us face various obstacles in our pursuit of financial independence and wealth accumulation. While these obstacles may seem minor at first, they can significantly impact one’s ability to build wealth.
When you need good info consolidated… Without ads.
These tips will get you back on track with your finances.
Does the 4% rule still make sense? Review your withdrawal rate.
Tips to track down your old 401(k)'s for more control.
