Videos

Wise Counsel Weekly: College Financial Funding

On this webinar, Bob Huntley, Senior Wealth Advisor & Founder, and Amanda Anthony, Assistant Director of Financial Aid at Southwestern University in Georgetown, discuss important topics regarding College Financial Aid.

Maximizing a Retirement Plan as a Small Business Owner

Small business owners wear a lot of hats, so it’s not unusual for them to put off thoughts of retirement. We want to help them feel prepared when that day comes. Click Here to Watch the Webinar

Ways to Reduce Your Taxes Before You File This Year

You want to maximize your tax situation, and our team wants to help. Follow the link to learn ways to reduce your taxes before you file this year. Click Here to Watch the Webinar

What You Need to Know for the Upcoming Tax Season

Jamie Hopkins, Director of Retirement Research at Carson, and Senior Wealth Planner, Krista Thompson, break down how the right tax planning process can help you during tax season. Click Here to Watch the Webinar
1 2 3 14 15 16

Get in Touch

In just 15 minutes we can get to know your situation, then connect you with an advisor committed to helping you pursue true wealth.

Schedule a Consultation

Downloadable Resource

8 Legitimate Tax Loopholes You May Be Missing

8 Legitimate Tax Loopholes You May Be Missing

As you reflect on the past year in preparation to meet with your accountant, consider these loopholes that may help you dodge the taxman.

Download Now!