Here are some educational videos we have put together to help you understand how we are different from other financial advisors:

The Value of a Holistic Financial Advisor

The Money Cycle

(Most People Are Missing A Very Important Step!)

The Bucket Plan

Contact us for an appointment to find out how you can use the Bucket Plan approach to prepare for retirement!



The Personal Economic Model

This video provides a helpful overview of how we approach financial planning using our unique, holistic planning philosophy. Many financial planners simply sell one-size-fits-all products, but we specialize in designing a comprehensive financial plan that will meet all of your personal financial needs and goals throughout your lifetime. The video below includes the 4 most important questions you will need to answer in order to build a solid financial future. By helping you to come up with appropriate answers to these questions, our goal is to help you create an effective strategy to achieve your short and long-term goals.

The Private Reserve Strategy


This strategy is a unique way of looking at how money works, and making it work to your advantage. This eye-opening video will forever change they way you see money, and help you to see opportunities in your financial picture that you may never have thought of before.

If you're ready to learn a new method of financial management that can help you minimize lost opportunity cost, maximize your purchasing power, and build wealth to ensure a secure financial future, watch the video below.

10-Minute Lesson on Life Insurance

If you've ever heard of Bank On YourselfTM or the Infinite Banking Concept, you may wonder how a simple life insurance policy can provide so many benefits.

The truth is, life insurance isn't quite as simple as you may think. In fact, depending on the type of policy you are looking at, it can actually be quite complex. Some types of life insurance policies may offer a number of unique benefits which most people are not familiar with. In fact, after watching this 10-minute video, you may know more about life insurance than many life insurance agents!

Watch this short video for a helpful overview of the important details which make life insurance such a useful vehicle for so many different financial planning needs.

The Mortgage Mastery Method

This revealing video shares the truth about several common mortgage myths, such as:

  • A shorter mortgage is better
  • You should make as large a down payment on your home as possible
  • Paying off your mortgage early saves you money
  • The equity in your home is yours

This video will challenge your assumptions about your mortgage, and explain why you may want to reconsider how you treat your mortgage.

If you want to learn the best way to maintain control of your money, reduce the impact of inflation, maximize your tax deductions, increase your available investment opportunities, and achieve the greatest return on the price you paid for your home, you will definitely want to watch this surprising video today!

Have questions about any of the concepts discussed in these videos? Contact our office today to speak with a holistic financial planning professional and learn how to implement these unique strategies in your own financial plan!