Videos

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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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Annuities: The Good, The Bad, and The Ugly

Explore the good, bad, and ugly aspects of annuities and learn about their costs and benefits for your retirement planning.
Ken discussing the 529 plan.
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How to Superfund Your Child's Education with a 529 Plan

Learn how a 529 plan can help superfund your child's education with tax advantages, compounding growth, and estate planning benefits.
Ken talking about 2024 Estate Planning
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Why You Need To Update Your Estate Plan Now Before 2025 Ends

2025 marks the end of the Tax Cuts and Jobs Act. Learn why 2024 is crucial for estate planning to avoid hefty taxes on your wealth.
Financial advisor Ken Hargreaves discussing financial scams.
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Keep Your Finances Safe: Protect Yourself From Scams

Discover how to protect yourself from emerging scams and learn to identify the signs of fraudulent activities.

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Choose your advisor

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