Are You on Schedule With Your Year-End Tax Planning?
Learn what practical actions you can take right now to potentially reduce your tax liability.
Understanding Risk Tolerance, Market Volatility and Your Financial Planning Goals
Are you wondering how to make investments in an uncertain market? Download this eGuide to learn more.
Blending Families Means Blending Finances - What You Need to Know
How do you plan on merging finances? This can be a complex process made simpler by downloading this free eGuide!
Selling Your Business: A Proceeds Planning Guide
As a business owner preparing to sell your business, you may be wondering how you should handle the proceeds of the sale. We've got the answers to your questions.
Getting Married Checklist
If you're engaged to be married, you may be wondering how to merge your finances. Download this free eGuide to ensure you're prepared.
Physician's Financial Fitness Checklist Plus Investing For Major Financial Goals
Establishing your financial fitness as a physician doesn't have to be difficult. Download your complimentary copy instantly!
Young Physician's Financial Fitness Checklist
As you start your career, your focus is on patient care, but it is also the time to establish a solid foundation for your future. This resource also includes student loan repayment options and how to manage them within a budget
A Guide to Fund Education and Save Dollars
How do you plan on paying college expenses? Let us help you figure that out by downloading this free eGuide!
Why Use a Financial Advisor?
With robo advisors seemingly popping up left and right, you may be wondering which investment management method is best for you.
Getting Divorced Checklist
Going through a divorce? Ease the stress with our checklist that details all the important to-dos during this difficult time.
INDIVIDUAL RETIREMENT eGUIDES
Retirement Plan Considerations at Different Stages of Life
When the time comes, will you be ready? No matter what stage of life you’re in, the time to start planning for retirement is now. Download this free eGuide to ensure you’re prepared.
Investing For Retirement
Wondering what all these different investment strategies and terms mean? We've got the answers to all of your questions.
A Retirement Income Roadmap For Women
Will your retirement income strategy meet your needs? Download A Retirement Income Roadmap for Women eGuide.
Tax Efficient Ways to Maximize Your Retirement Income
Is there a more tax efficient way of handling my retirement income? If you don’t know the answer to that question, you need to read this.
Retirement Income: Transitioning Into Retirement
Are you ready for retirement? If you don’t know the answer to that question, we’ve got something for you.
8,000 Days - eGuide
Retirement isn't the destination, it's another part of your journey. Learn about the 4 phases of retirement by downloading this eGuide.
8,000 Days - Workbook
This workbook allows you to document the answers to the most critical questions that need to be answered during the retirement phase of your life.
Financial Fitness Checklist Plus Retirement Planning: The Basics
Are you in control of your overall financial picture? Download this checklist to assess your current situation.
Physician's Financial Planning eGuide
Has your health care employer merged with another? This eGuide contains the top 10 considerations to make regarding your retirement plan.
Navigating Your Best Retirement Plan Options
Retirement plans are not one-size-fits-all. Ensure you're educated about all of your options by instantly downloading this free eGuide!
TRUST & ESTATE eGUIDES
Estate Planning During an Unpredictable Year
How do you approach estate planning during such an unpredictable time? Download this free eGuide to learn more.
Your Guide to Charitable Giving and Leaving a Legacy
We've created this eGuide to answer the common questions we get surrounding charitable giving and leaving a legacy.
Advanced Estate Planning Concepts for Women
Take this crash course in all things estate planning by downloading this complimentary eGuide!
Loss of a Loved One
Need help dealing with your finances after the loss of a loved one? Download this complimentary eGuide to stay on top of your finances during this difficult time.
Action Plan for Successful Aging & Retirement Plus Introduction to Estate Planning
Don't leave anything up to chance and burden your family with having to figure it all out. Creating your plan now will ensure yours and your family's future are taken care of.
Estate and Trust Planning Basics: Plan How to Protect Your Family in the Future
What would happen to your family if you got sick or passed away? Make sure your estate is in order by downloading our free eGuide.
Estate Planning Workbook
Do you have your estate in order? This resource contains 11 pages of worksheets for you to record your most important information in the event of your passing.
A Guide to Inheritance: Dollars and Sense
Know how to manage your newfound wealth? Ensure that you do by downloading this free eGuide!
Employer Report Card Checklist
How effective is your retirement plan management process? See how your business grades out.
Understanding Incentive Stock Options
Looking for ways to retain key employees? Find out whether or not incentive stock options may be a good choice for your business.