Broker Check

Our Videos

Strategies During Election Year (October 7th, 2020)

September Market Update (September 4th, 2020) 

Tax Gotchas Through the 4 Stages of Retirement- Including the Secure Act- (August 14th, 2020)

What Covid-19 Taught Us About Retirement- (August 14th, 2020)


Beneficiary Liquidity Plan Opportunity with NGL- (August 3rd, 2020)


Educational Market Update- (July 7th, 2020)


Estate Planning Q&A- (July 7th, 2020)


WEATHERING THE STORM IN VOLATILE MARKETS- (JUNE 16TH, 2020)












Bottoms Are a Process- (May 29th, 2020)

Whatever It Takes (May 14th, 2020)

Social Security Update (April 15th, 2020)

Important CARES Act Update- Part 2 (April 2nd, 2020)

Important CARES Act Update- Part 1 (April 1st, 2020)

Don't Go Broke In A Nursing Home Interview with Ali Swofford