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.

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.

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.

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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Downloadable Resource

8 Legitimate Tax Loopholes You May Be Missing

8 Legitimate Tax Loopholes You May Be Missing

As you reflect on the past year in preparation to meet with your accountant, consider these loopholes that may help you dodge the taxman.

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