We will be closed on Wednesday, June 19 in observance of Juneteenth. Bank Holidays

Educational Videos

We want to provide you with educational resources to help you understand the services we offer.

Creating a Vision for Your Retirement

Have you started planning for your retirement yet? Watch and learn about why creating a vision for your retirement is important to start early.

Women And Wealth

Did you know men are more likely to seek financial advice than women? Watch and learn about the importance of women taking control of their financial future.


What is your investment risk tolerance? Watch and learn about a Risk Number® and why it is important to include when doing investment management.

Planning for a Child with Special Needs

Have a child with special needs? Watch and learn about the importance of creating your will and setting up a trust for when you're no longer here to take care of them.


Need to create a budget? Watch and learn about the importance of creating a budget and managing debt.

Saving for College

Want to help pay for your child's college education? Watch and learn about the importance of making sure your financial future is secure first and get helpful tips.

Basic Financial Planning

Want to create a financial plan? Watch and learn about the beginning steps and collaborative process with our team.

Caring for an Aging Parent

Are you caring for an aging parent? Watch and learn about getting the conversation started about their future.

Estate Planning

Do you have an Estate Plan? Watch and learn about basic estate planning.

Education Center