Category: Investment Strategy Videos
Videos
What questions should you be asking your financial advisor?
Here are a few tips and questions to ask your financial advisor when you are trying to determine if they are the right fit for you.
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Videos
How much do I need to Retire?
How much do you need? There are many factors that play into what that number may be. Contact us if you would like to learn what your number may be.
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Videos
What does a financial planner do?
A lot of people wonder what exactly a financial planner can do for them. Here is a couple of the ways we work with our clients. Contact us if you would like to learn more.
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Videos
The importance of setting goals
Why is it so important for people to set goals? Goals can help to be your roadmap and much more. Contact us if you would like to work on goal setting.
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Videos
Why I became a financial advisor
What is it that drives you to do what you do? Brennen explains why he decided to get into the industry he did. Contact us if you would like to learn more about what we do.
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