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Advance & Protect

Many investors are focused on climbing to the top. But what if you are already there? Advance & Protect is an investment strategy designed for a portion of your wealth when you have reached or are nearing your peak.

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Videos

Who Wants To Be A 401(k) Extraordinaire?

Is it realistic to reach 401(k) extraordinaire status in your 401(k) account? Watch this video for tips others have followed to maximize their 401(k) retirement plans. Contact us regarding your 401(k) retirement plan.

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Is Your Advisor A Fiduciary?

A fiduciary is an advisor whom is required to make decisions in your best interest and is not conflicted by fees he or she receives when giving financial advice. Watch this video for important tips that may help you determine if your advisor is a fiduciary.

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Maximizing Social Security

Are you maximizing your Social Security benefits? Watch this video for insightful tips you should consider along with 3 important questions you should ask your advisor in order to create a customized strategy based on your unique needs.

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Cybersecurity

With security breaches appearing in the news weekly, how can you protect yourself from becoming one of 11.5 million people who fall victim to identity theft each year? Watch the video below for simple steps you can take to protect your identity. Contact us for additional information on cybersecurity threats and learn more about how you can implement a plan to mitigate risk.

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Aff;uenza

Videos

Affluenza

Affluenza is a recent topic of debate in the news but many don’t understand what Affluenza is…or if it’s even real. So with Affluenza negatively impacting today’s youth, how can you avoid this epidemic? Watch the video below and contact us to discuss how you can avoid Affluenza in your home.

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