Video Learning Library

Life In A Box

As a kid, things were simple. Life's different now and financial planning keeps you organized and in-the-know.

Life Box Video

Let’s Look Forward

Are you making the right choices for a strong financial future?
 

Looking Forward Video

 

Financial Planning

Financial success is the result of planning, determination and hard work. Are you financially organized?

Professional Women Video

Economic Reality

Americans overspend and under save. We must strengthen our personal economies to save America's economy.

economic-video

 

Elder Care

One third of American households are caring for their elderly parents.
Are you prepared?

Professional Women Video

Clients

We work with clients to clarify and prioritize their financial goals.
 

Clients Video

 

Physicians

Physicians are busy professionals, but still need to organize, protect and prepare for their future.

Physicians Video

Alliance Attorney

Build a strong network with your financial advisor and attorneys.

Attorney Video

 

Professional Women

Women comprise over 57% of the work force, but still need to organize and prepare for their future.

Professional Women Video

 

 

 

Why Retain Employees

How do medical practices identify the costs of high employee turnover and the negative effect it has on revenues?

Why Retain Employees

How to Retain Key Employees

How do medical practices reward and retain their key employees while mitigating financial risk?

How to Retain Key Employees

Retirement

How do medical practices reward and retain their key employees while mitigating financial risk?

Retirement

Protecting Your Business

How do businesses prepare for the sudden death of an owner and its impact on customers, employees, lenders and suppliers?

Protecting Your Business

 

Tax Diversify Your Retirement Income

How do business owners build wealth for their own retirement while trying to reduce the income taxes they have to pay?

Tax Diversify Your Retirement Income

Protecting Your Family

How do business owners, whose families are financially dependent on income provided by the business, protect their family’s lifestyle in the event of their death?

Protecting Your Family

 

Protecting Your Partner

How do business owners deal with the void left by the unexpected death of a business partner?
 

Protecting Your Partner

Business Asset Strategies

How do business owners prepare to unlock the value of their business so that they give themselves the greatest chance of realizing its full value?

Business Asset Strategies

 

Retaining Management

How do privately held companies motivate and incentivize key employees to stay long-term and contribute to the owners’ overall success?

Retaining Management

Building Cash

How do business owners build and maintain the cash they need to operate the business in a prudent and tax-efficient manner?

Building Cash

IRA Wealth Maximization

How do clients with large qualified plan and IRA plan balances prepare for the potential depletion of those assets from taxes?

IRA Wealth Maximization

Calculators

Newsletters

  • Dealing with Divorce

    Some considerations for a divorcing couple who are dividing marital assets, such as retirement accounts, and filing for Social Security.

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