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Here's a fun way to learn about a topic: one of our short multi-media presentations. Our self-playing videos are entertaining, informative, and short! See the list below for our current topics.

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Of course, the surefire way to find out the best possible solution to your unique situation is to ask one of our financial professionals. With representation in over 40 states, plus Puerto Rico, we're happy to serve your needs, whether for yourself, your family, or your business. Just call us today at 800.983.4448 or email us at .

The Topics You Care About Most

Helping You Build Wealth with In-house Money Management*

Many of our goals in life require money, lots of it. But for most of us, saving money alone won’t do the job. Instead, we need to ensure that our savings grow as much as possible, without taking on unacceptable risk. And that’s why we invest. A wise course of investing can help our funds grow, putting us within striking distance of meeting our goals.

With over 40 years of experience in the financial services arena, our Chief Investment Officer*, Hal Schwartz, has helped dozens of clients grow their wealth and today he manages* over $100 million in client assets. During his more than four decades in the financial services industry, he has held leadership positions for some of Wall Street’s leading firms. He has been recognized by such top firms as Fidelity, Top of the Table Member of the Million Dollar Round Table, E. F. Hutton, and Shearson Lehman.

His approach to helping you build and preserve your wealth is to tailor a strategy best suited to your goals, needs, and investment personality. Of course, past performance is no guarantee of future performance. But the best way to find out if working with Hal Schwartz may be right for you, contact our main office today at 800.983.4448.

Make Your Money Work Harder

There's a surprising workhorse in many consumers' financial portfolios that can do so much more than you might expect. From providing ready cash in an emergency, to financing potentially costly goals, such as a college education or even your retirement, this versatile product needs a second look. Think you might know what it is? Watch this short video and find out!

Planning for Life's Big Adventures

You can't get where you want to go in life without a plan. Whether your goals are short-term or stretch out for decades, we can help you attain your goals both small and major with expert planning and products. Just some of the goals we can help you achieve:

    Retirement Planning
    Saving for Emergencies
    College savings
    Building a legacy for loved ones
Download our factsheet, "Wealth Building."

Helping Children Benefit from Higher Education

In today's complex, technologically dependent world, a higher education is more important than ever before. In fact, it has the equivalent today of a high school diploma to our parents' and grandparents' generations.

At the same time that a four-year degree has become even more essential to success, that higher education has become even more costly. It's not uncommon for college students -- and their parents -- to spend upwards of $40,000 per year toward earning a college diploma. We can help take the sting out of financing that education with a wealth of planning solutions. So call us today to learn more. But first, check out this short video to see just how valuable a college education is.

Building a Business, Passing It On

Building a successful business is only half the battle. Retaining the loyalty of your top performers and planning for the day when you’re no longer at the helm are just as important. We can help with business planning tailored to your needs.

Top performers expect a competitive benefits package. But how do you offer them the benefits they want without turning your bottom line red? Talk to us about:

  • Group health insurance
  • Group life insurance
  • Group retirement planning
  • Group 401(k) plans
  • Roth and traditional IRAs
  • Download our brochure on Business Planning.
    Hot Topics

    Oops! Don't Make this HUGE Mistake

    As parents we spend lot a time picking the perfect names for our kids. Unfortunately, most parents do not spend nearly enough time picking the name for the "beneficiary" on their life insurance policies. Every parent with minor children should spend time picking the correct beneficiary names to ensure that their desires for their kids are fulfilled. A major responsibility outside of providing emotionally for your children is providing financially for them. This includes the potential of your death before they become adults. Life insurance is a great mechanism to replace your income that provides for your family but if you pick the wrong name for your beneficiary your survivors could be in for a surprise. Beneficiary designations can also be a big problem when it comes to passing on your estate after death. Why? For starters, you'd be surprised how often people fail to keep them up to date. That's how all too often individuals inadvertently leave wealth they'd prefer to pass on to others to their ex-spouses. An outdated beneficiary designation that hasn't kept in step with the changes in your life -- as well as the changes in the lives of your beneficiaries -- can create an estate planning disaster. We've created several tools to help you sort out your beneficiary designations. To get your started, here's our beneficiary designation audit.

    Women & Money: What You Need to Know

    “You’ve come a long way, baby.” That’s how Madison Avenue thought fit to congratulate women in 1969 on their many social, political, and economic advances. Trouble is, women still had a long, long way to go when it came to equal financial rights. But there is good news:

  • Today women control 51.3 percent of U.S. wealth, and that percentage is expected to rise to 67 percent by 2030.
  • Women make 67 percent of all household buying decisions today.
  • They are expected to inherit $25 trillion from their parents and spouses by 2030.
  • In high-net-worth households, 88 percent of women are highly involved in managing family assets.
  • Today’s young women are better educated than their male counterparts.
  • Smart women know they’ve got to take charge of their own financial security. That’s because they face challenges men don’t. On average, they earn less, they work less, and they have fewer resources of our own. Yet they live longer and are more likely to be alone at retirement. That's why at every stage of life women need to plan for the unique challenges that they face. How much do you know about women and money? Get the score with our short quiz: Women and Money.

    What You Need to Know About Marriage Equality

    Today’s families often bear little resemblance to Ozzie and Harriet. A growing number of couples are declining to walk down the aisle for the benefits of a traditional marriage. In fact, today 7.5 million heterosexual couples in the U.S. are cohabitating, a record high. While as many as two-thirds of these couples plan to marry eventually, a significant number will never marry for the duration of their relationship. And that doesn't take into consideration the many gay and lesbian couples who, despite the recent Supreme Court ruling, are opting out of taking their marriage vows.

    All committed non-traditional couples who care about their partners and want to protect them should take heed: with a little planning, you can provide your partner a measure of protection outside of marriage. Read our factsheet on Marriage Equality to find out more.
    • Retirement
    • Investments
    • Insurance
    • College Savings
    • Social Security
    • Estate Planning