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Education Center

Here in our Educational Center are several financial videos which will give you a better understanding of many of the financial strategies we implement for our clients.  Many of these will become the foundation of your financial plan.   Each video has been selected to provide you with the insight to financial strategies that are available to you.  Additionally, we video will provide the education to understand many of the risks that may impact your financial plan, as well as an overview on how different insurance products can assist you in managing this risks giving a better chance of achieving your financial goals.

The above video is presented by Ed Slott, CPA.  
Mr. Slott is one of the foremost authorities on qualified plans and retirement planning in the united states.  Mr. Slott has authored many books on IRAs and 401(k)s.


This video confirms many of the strategies we implement for our clients to minimize the effects taxes, fees, market volatility and sequence of return risk can have on your IRA, 401(k) or other type of qualified plan. 

CBS 60 Mintues

PBS Frontline

MSNBC - Morning Joe

Learn how to reduce taxes on your Social Security income and get your own free social security report by completing the form at end of the video 

Download Resources​

Small Business Owners 

The New Type of Life Insurance

7701 Programs To Have Tax Free Income 


Ready to leave a mark? Contact us!



5205 Centerfield Lane

Waxhaw, North Carolina 28173


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