Complimentary Resources
Our one-sheeters.No email toll booth.
These are the same PDFs we hand clients across the conference table. Take them, use them, share them with your brother-in-law who's about to buy a bad annuity.
Our Process
The Complete Planning and Review process on one page: the complimentary call, the $500 planning engagement, and what happens after, with every cost printed on it.
First Meeting Questions
The questions worth asking any advisor before you hire them, ours included: how they're paid, what they're licensed to sell, and who actually holds your money.
Appointment Checklist
What to gather before a planning meeting so we spend the hour planning instead of hunting for statements. Ten minutes of prep, meaningfully better meeting.
How Your Money Will Be Invested
Our investment philosophy in writing: diversified, low-cost, deliberately boring, and why that keeps working. Read it before you hire us, or anyone.
There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.
This material is for general information and educational purposes only and is not intended to provide specific advice or recommendations for any individual. Investing involves risk including the loss of principal.
Insurance Shopper's Checklist
The questions to ask anyone selling you a policy, including us. Bring it to any insurance meeting and watch the pitch get more honest.
Annual Planning Calendar
The money tasks that actually matter, mapped to the months they belong in. Tax moves in the right season, benefit reviews before deadlines, no January panic.
Want this kind of thing on a schedule? The Financial Advocate newsletter is complimentary, monthly, and mailed on actual paper.
Webinar
Fixed annuity rates, in plain English
A MYGA is a multi-year guaranteed annuity: a contract that pays a set rate for a set number of years.
The session covers how those rates are set, what you give up to get them, and where they do and don't belong in a plan.
Educational, and nothing here is a recommendation to buy anything. If a plan of yours ever calls for an annuity, we disclose the commission in dollars and percentages in writing before you decide — the same straight talk as our published fees.
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Checklists are great. A plan with your name on it is better.
The complimentary call takes 15 minutes, and the full written plan is a flat $500. Both prices are real and published.
Prefer the phone? Call 410-663-0700 and ask for Colin.