Videos

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Setting Up a Business Retirement Plan? Don't Do This!

Avoid mistakes in your business retirement plan! Learn common pitfalls and how the right plan boosts satisfaction, retention, and savings.
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Avoid These 4 Critical Mistakes When Doing Roth IRA Conversions

Avoid these common mistakes during Roth IRA conversions to help improve tax planning and investment growth.
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Financial Checkups for Businesses: Cash Flow, Tax Strategies & More

Discover the essentials of a financial checkup for your business to align with market trends and boost growth.
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Revocable vs. Irrevocable Trusts: Which is Right for Your Estate Planning?

Discover the benefits of revocable and irrevocable trusts for estate planning, from flexibility and control to tax savings and asset protection.
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What are the 5 Key Steps to Financial Preparedness?

Learn how to approach your finances like Thomas Jefferson with five steps to financial preparedness, from setting goals to managing risks.
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The Dividend Snowball Effect: Maximizing Growth

Discover how the dividend snowball effect can maximize your investment growth, boost returns, and enhance your financial future.

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Ken Hargreaves - Wealth ManagerKen Hargreaves - Wealth Manager

Ken Hargreaves
CFP®, AIF®, AWMA®, CRPC®

Founder, Wealth Manager
Shane Klemcke - Wealth ManagerShane Klemcke - Wealth Manager

Shane Klemcke
CRPC®

Wealth Manager