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Do You Know What Questions To Ask Your Advisor?

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Check out the video below to see the best questions to be asking your financial…

Wanna’ Tell Your Story To Thousands Of Viewers Of The WorryFree Retirement?

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Click the video below to see how clients, just like you, are enjoying their retirement!…

How Do You Plan To Spend Your Time In Retirement?

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Click the video below to see how clients, just like you, are enjoying their retirement!…

What Happens To YOUR Money When Something Happens to Tony?

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Click this video below to learn how we plan on keeping you WorryFree in Retirement…

Mutual Funds vs Variable Annuities

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Watch the video below to learn the difference between a mutual fund and a variable…

Have You Received an Inheritance?

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Watch this video below to learn how to handle receiving an inheritance.  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 Trillions of…

There’s No Such Thing as a Free Lunch…

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Watch the video to learn why, in most cases, “there’s no such thing as a…

Liquid Assets

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Watch the video below to get a better understanding of liquidity in your investments.  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…

Split-IRA Concept

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Featuring our Charles Schwab Investment Platform When it comes to retirement planning, we always remind…

Roth Conversion & RMD

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Watch the video below to hear from Tony, Heather and LeAnn as they discuss the…

Write It Down!

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Click the video below to learn why you need to just write it down!  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…

Death Claims & The Conversation Starter

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Are your beneficiaries prepared for when you die? As Tony always says, “It’s not IF,…

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