Video Blog

Tell Me About Your Health

A caring financial planner will talk with you about more than just money. Experience has taught Lupe Camargo how important it is to have discussions about health with her clients. “Tell me about your health.” In this brief video, she shares insights about how taking care of your health is just as important to a [...]

By |2019-08-14T15:24:34-07:00August 12th, 2019|Retirement, Video Blog|

Estate Planning Insights

Mike McCann recently helped his dad through a difficult life transition – from having full independence to living in a memory care facility. There are several estate planning pitfalls people often encounter. His dad avoided all but one. In this brief video, Mike shares key estate planning insights he gained in the process. Most importantly, [...]

By |2019-08-14T13:59:44-07:00July 8th, 2019|Estate Planning, Video Blog|

Building Lasting Relationships

The most successful financial planning focuses on building lasting relationships. We strive to develop long-term collaborative relationships with our clients, based on mutual respect. So, your success becomes our success. Certified Financial Planner practitioner Jim Mailliard shares a recent experience to illustrate this point. In this brief video, he talks about mentoring young men battling [...]

By |2019-08-14T13:59:44-07:00June 3rd, 2019|Financial Planning, Video Blog|

Secure Personal Data

It may seem complicated to secure personal data on all your electronic devices. Shannon Curkendoll, operations manager and portfolio administrator, offers simple tips to make the task less daunting. Take a moment to watch her brief video. She explains how to lock your devices and create strong passwords you can remember.     For more [...]

By |2019-08-14T13:59:45-07:00May 6th, 2019|Current Affairs, Video Blog|

Create Your Life Map

Wouldn’t it be great if life came with a map and instructions? When you’re setting goals, how do you plan to get from point A to point B? In this brief video, Financial Planner Patrick Eng talks about the benefits of having a life map (a.k.a. financial plan) to help you navigate life’s ups and [...]

By |2019-08-14T13:59:45-07:00April 8th, 2019|Financial Planning, Video Blog|