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Resource Library

Knowledge is power. It is also the foundation for intelligent, well-considered decisions. When you have retirement in sight, sound decisions are vital in helping you pursue your goals and avoid costly mistakes that can affect your future. We invite you to explore our educational resource hub - your go-to outlet for accessing the latest financial insight and information to help you make sound, prudent decisions concerning your future financial objectives.

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Five Questions To Ask About Medicare

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Legacy Planning Guide

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Sequence of Returns

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Identity Theft

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Long Term Care Facing The Future

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Tax Strategies for Retirement

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5 essential practices of reducing your taxes in retirement

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5 Myths about Generational Wealth

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How to Create an Estate Plan

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Taking Care of Your Family After You're Gone

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The 5 Ways To Maximize Your Retirement Income From Social Security

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Social Security Maximization Report

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10192 Grand River Avenue Suite 100,  Brighton, MI 48116   (810) 226-0477
  • Home
  • About Us
  • What We Do
    • Our Services
    • Our Process
    • Investment Advisory Services
    • Healthcare Planning
  • Small Business Owners
  • Slott Corner
  • In The Media
    • Featured In
    • Blog
    • Video Blog
    • Podcasts
  • FAQ
    • Privacy Policy
  • Resources
    • Up to Date Financial Info
    • Resource Library
    • E-Book Page
    • Events
  • Contact