Videos

State of the Firm 2021

Jason Pike talks about the current state of the firm and what is coming new in 2021.

Andrea and Brett Discuss the ins and outs of employer sponsored plans

May 18, 2021 Investment Retirement Funding Financial Planning Income Planning Brett Rice Andrea Lee

understanding your employer sponsored retirement plan

Bill Robertson discuss annuities and how they fit in your portfolio

April 15, 2021 Investment Retirement Funding Insurance Estate Planning Tax Planning Financial Planning Income Planning Brett Rice

Bill Robertson discuss annuities and how they fit in your portfolio.

Charitable Giving with Brian Cohoon

March 15, 2021 Investment Retirement Funding Insights Behavioral Finance Women in Finance Estate Planning Tax Planning Financial Planning Brett Rice Brent Thoman

Brian Cohoon joins us to talk about charitable giving strategies.

Estate Planning

February 15, 2021 Estate Planning Tax Planning Financial Planning Income Planning Brett Rice

In this episode Grant and Brett discuss Estate Planning Basics.

Top Financial Questions for Women Investors Part 3

January 29, 2021 College Planning Investment Retirement Funding Behavioral Finance Women in Finance Insurance Estate Planning Tax Planning Financial Planning Income Planning Brett Rice Andrea Lee

This video is the third of the three part series where Brett and Andrea discuss some of the most popular questions they have received from female investors.