by lportee53 | Sep 17, 2025 | Videos
Life Insurance Proper life insurance is the cornerstone of your family’s financial plan. Watch this video to find out how you can get prepared. Registered Representative, securities offered through Cambridge Investment Research, Inc., a broker-dealer, member...
by lportee53 | Sep 17, 2025 | Videos
What is an HSA? Opening an HSA can help you save money on health care expenses, especially if you’re on a high-deductible health plan. Watch this video to find out what an HSA is, its unique benefits, and how we can help lower your health expenses. Registered...
by lportee53 | Sep 17, 2025 | Videos
A Plan for Life While there’s no map for moving through life, a holistic financial plan delivered by a trusted financial professional can help you confidently prepare for all the what ifs. Registered Representative, securities offered through Cambridge...
by lportee53 | Sep 17, 2025 | Videos
We See You Post-graduation debt can be overwhelming when you’re working hard to build your future. See how we can work together to create a financial plan that addresses your needs and supports your goals. Registered Representative, securities offered through...
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...
