EDUCATIONAL VIDEOS

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ENJOY SOME OF OUR EDUCATIONAL VIDEOS

Independent Insurance Agency

Learn how we can simplify the insurance process for you.

Wealth Managers vs. Investment Advice

Learn about the difference between investment advice and comprehensive wealth management.

Returns vs. Volatility

Returns vs. Volatility: Which one is more important to control in your portfolio?

Comprehensive Wealth Manager

How do you know if you have the right Adviser? Are some better than others?

Types of Taxes in Retirement

Watch as Reid discusses three types of taxes: Taxes on investment income, taxes on Social Security, and taxes on your IRAs.

Retirement Planning

Guaranteed monthly income should be the cornerstone of every retirement plan.

Long-Term Care Web Series

Long-term care can be an emotionally charged topic, watch as Reid discusses what you need to know and consider about long-term care.

GET STARTED ON THE PATH TOWARD YOUR DREAM RETIREMENT TODAY!

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