Video Resources

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.

Estate Planning

Coming Soon!