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State of the Economy

If you can be rich or 100% guaranteed that you'll never run out of money, which one would you choose? The stock market goes up an average of 3.9 years and […]


This is probably one of the most misunderstood product, or "club" as we like to call it, out their in the financial industry. An annuity is like a [...]


So you've heard us talk about how you can get the gains of the market without participating in the losses. This is called indexing. So what is an index? The [...]

Cash Value Life Insurance

Most people think they have life insurance, but in my opinion, you don't. What you have is death insurance. You bought the most insurance for the least amount [...]

A Free Gift

Probably the most overlooked asset class when it comes to retirement planning and estate planning is your core assets. Not your financial assets, but the ones [...]

The Next Step

Congratulations! You've come to the decision to take action on your financial future. There are a few things that we will need to help you along your journey [...]

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