Resources

We believe educating our clients is of paramount importance.  Below are a list of educational resources for your use and distribution.

The Right Order (docx)

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The Power of the Roth IRA (docx)

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Can I Afford to Retire? (docx)

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Ten Financial Tips Every College Student Should Know (docx)

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Top 10 Questions to Ask Before Hiring a Financial Advisor (docx)

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Types of Financial Professionals (xlsx)

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The Right Small Business Retirement Plan (docx)

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