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Videos

3 Reasons To Consider Long-Term Care Coverage

Many are surprised to learn that Medicare doesn’t cover long-term nursing facilities or in-home care. Long-term care insurance can help offset these high costs. Looking for guidance? Watch the video below to learn 3 reasons to consider long-term care coverage and see how a financial advisor could help.

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How Millennials Can Pursue Financial Success

Millennials are the most technologically-savvy and educated generation to-date. Although they have many options, where can they obtain financial advice? Watch the video below to learn how a trusted financial advisor can help.

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Diversified Growth

Watch this video to learn about the Diversified Growth strategy.

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Estate Planning

Do you need an estate plan? Over the next 30 years, an estimated 30 trillion dollars in wealth is expected to transfer to Generation X and Millennials. How can you protect your legacy? Watch this video to learn how you can get started with your estate plan.

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Financial Fitness

Much like your fitness goals, your financial goals will remain focused and stay on track with the help of an advisor.

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Day Hagan

Day Hagan Tactical Dividend is an investment strategy that makes scientific, mathematical and unemotional decisions.

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Long Term Trend

The Long Term Trend Strategy is an investment strategy that seeks to identify companies with a long term competitive advantage over a full market cycle.

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Interest Rates & Fixed Income

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Interest Rates & Fixed Income

How does a rise in interest rates impact your fixed income investments? Should you consider reducing fixed income in your investment portfolio to decrease your exposure to risk?

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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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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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