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3 Reasons To Consider Long-Term Care Coverage

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. Read more

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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. Read more

Life and Money

Videos

Life & Money

We view your wealth as a tool to help you get the things you want out of life. How do you prioritize spending versus saving? Watch this video to learn how these decisions can impact your long-term goals. Read more

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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. Read more

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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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Fixed Income

Fixed Income is an investment strategy for investors with a specific time horizon, specific goals and a need for income. Read more

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Day Hagan

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

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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. Read more

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Perennial Growth

The Perennial Growth Strategy is an investment strategy that seeks to provide long term capital appreciation over preservation. Read more

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AP20

The AP20 Strategy is an investment strategy that seeks to provide capital appreciation while reducing volatility. Read more