Education Center

We’re here to help!


I want to meet with an advisor


Investments Article

Can You Really DIY Your Retirement?

There are thousands of online resources and books that claim to teach you how to DIY (do-it-yourself) your retirement. But is it really possible and does it work? DIY retirement planning requires advanced knowledge and understanding in these areas: investments, tax planning, insurance, and estate planning.

Retirement Article

Could You Be Audited This Year?

There are certain pieces of mail that no one wants to see in their mailbox, and I’m not just talking about the normal electric bill. Notices of jury duty, legal matters, and one of the most dreaded pieces of certified mail?

Investments Article

Happy 10 Year Anniversary to the End of the Great Recession

I want to start by saying, “Happy anniversary!” This is the 10th anniversary of the official end to the Great Recession. Of course, we know now only because it's all in the rearview mirror that the stock market hit its all-time low March 9, 2009, after falling 56% from its peak in October of 2007.




Tax Clarity

Forward-looking tax planning can be a huge part of a successful retirement plan. Watch as Dean Barber reviews the basics of a forward-looking tax plan and the impact it can have on your retirement plan. 


Choosing a Financial Advisor Video

Choosing the right financial advisor for your is an important process. Here are some things to consider when you're making your decision.


Estate Planning

Estate Planning is an integral part of your overall retirement plan. Watch as Dean Barber discusses the importance of Estate Planning.