Our video collection was created to give you a place to learn some of the concepts, tools and strategies we utilize in our holistic planning process to help our clients maximize their wealth and minimize their taxes.
We broke these videos into 6 categories: Current Events, Financial Planning, Investments, Taxes, Insurance & Protection Planning, & Estate Planning.
For a complete list of our videos and to be notified or updates, please subscribe to our Youtube page by clicking here.
Current Events
Dave Alison Provides a Q3 2022 Market Intel Update
Dave Alison on NASDAQ Trade Talk - How to Keep Investors on Track for the Long-Term by Segmenting Money
Are We Headed For a Recession?
Financial Planning
The Value of a Holistic Advisor
The Money Cycle
The Bucket Plan For a Married Couple
The Bucket Plan For a Single Person
Investments
May 2022 Stock Market Update
Taxes
The Tax Management Journey
Understanding The Order of Money
The Order of Money While Saving
The Order of Money For Tax-Efficient Retirement Income
Insurance & Protection Planning
Dave Alison, CFP®, EA, BPC and Brian Sak CFP®, CLU, ChFC® delivered an educational seminar for the American College of Physicians on strategically leveraging life insurance within your financial plan.
