by lportee53 | Sep 17, 2025 | Videos
Shape Up Your Financial Plan Need to get your small business’s finances in shape? Learn how we help health and wellness professionals maintain the wellbeing of their practices. Registered Representative, securities offered through Cambridge Investment Research,...
by lportee53 | Sep 17, 2025 | Videos
Creative Planning Comprehensive financial planning draws upon both sides of the brain. To achieve successful outcomes, creativity will remain a central theme throughout your financial lifecycle. Registered Representative, securities offered through Cambridge...
by lportee53 | Sep 17, 2025 | Videos
How to Reduce Debt Debt, if not managed correctly, can be a disaster to your financial health. This video talks about how you can manage and minimize your debts. Registered Representative, securities offered through Cambridge Investment Research, Inc., a...
by lportee53 | Sep 16, 2025 | Videos
The Power of Investing Thinking about investing? Unsure whether it’s a good option for you? Check out this video to learn why it’s important to begin building your nest egg early in life. Registered Representative, securities offered through Cambridge...
by lportee53 | Sep 16, 2025 | Videos
It Takes a Village Take steps now to ensure that your investment in your child’s higher education will be a sound investment, as it was for you. Registered Representative, securities offered through Cambridge Investment Research, Inc., a broker-dealer, member...
