First Financial Insights

Crash Proof Retirement Piggy Bank
Scott Sommers

The True “Crash Proof” Retirement

“Crash Proof” Retirement Several financial advisors offer “crash proof” retirement programs, and understandably it is an enticing offer. Who wouldn’t want a “crash proof” retirement?

how to attain real wealth
Greg Welborn

How To Attain Real Wealth

Real Wealth There’s a lot of talk about wealth – how to create it, grow it, keep it – but we often wonder if people

man gives hand shake to trust financial advisor
Greg Welborn

Can You Trust Your Financial Advisor?

Can You Really Trust Your Financial Advisor? Life is getting busier and more complicated, so it’s not surprising to learn that more and more people

working with a financial planner
Chad Germann

Working With a Financial Planner

Working with a Financial Planner: It’s Not just Business, It’s Personal What do you picture when you think of financial planning? Spreadsheets? Graphs? Investment management

Understanding Your 401k
Danny Beckwith

Understanding Your 401(k)

412 This BenchTalk is all about understanding your 401(k) plan. At its core, a 401(k) is a type of retirement savings plan that companies will

best financial investments in 2020
Greg Welborn

Best Financial Investments in 2020

What were the best financial investments in 2019? This is the question that many people ask in the hopes of finding that secret formula for

crash proof retirement
Greg Welborn

How To Design Your Investment Portfolio

Long-term Bedrock Principles How do you successfully build and manage an investment portfolio to accomplish long-term goals?  This is a critical question that too often

crash proof retirement
Danny Beckwith

Can You DIY Your Finances?

Can you DIY your personal finances? By now, most of us are familiar with the term DIY or “do-it-yourself”.  The idea behind DIY is essentially

how to pay for college
Chris Siraganian

How To Pay For College

Parents and students all across the country continue to wonder how they are going to pay for college. Over the last thirty years, the cost

crash proof retirement
Greg Welborn

Should You Hire A Local Financial Advisor?

There are so many things to consider when hiring a financial advisor – competence, experience, ethics, objectivity & independence, etc.  The list can be quite

Understanding Annuities Guide

Financial Guide

Understanding
Annuities
Download

Categories

Ready to Talk?

Let’s schedule a time to learn about your needs and retirement plans.

Ready to Talk?

Let’s schedule a time to learn about your needs and retirement plans.

Understanding Annuities Guide

Financial Guide

Understanding
Annuities
Download

Categories

Ready to Talk?

Let’s schedule a time to learn about your needs and retirement plans.

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