Say it with Conviction!
This one’s big, and it’s all about your mindset. People want to know what you know; they are in your office for a reason. They’ve […]
Say it with Conviction! Read post →
News & Events
Your House with Equity is Another Qualified Plan
Everyone knows a 401k or a Registered Retirement Savings Plan is a qualified plan, but a home with equity, even if it is paid off,
Your House with Equity is Another Qualified Plan Read post →
Do You Have Balance in Your Financial Ecosystem?
by Jeremy D. Shipp CFP®, CLU®, RICP® I saw a story over the summer that highlighted the importance of balance in nature. And when I
Do You Have Balance in Your Financial Ecosystem? Read post →
Whose retirement are you planning: yours or the government’s?
Discover how tax-deferred investments truly impact your financial planning — ask yourself, whose retirement are you planning: yours or the government’s? Watch Starr Barnum, executive
Whose retirement are you planning: yours or the government’s? Read post →
Win Lose or Tie
The Personal Economic Model® offers almost unlimited conversations for you to use to communicate with your prospects and clients visually. Win, Lose, or Tie is