We are believers that everything happens for a reason. The fact that you’re reading this right now is not insignificant. We appreciate you taking the time to flip through Financial Insights and we trust that you will walk away with at least one piece of valuable information.

“If you don’t know where you are going, you’ll end up someplace else.”— Yogi Berra
We’ve complied information and resources that we believe will enlighten and provide clarity on whether you’re on the right track towards an abundant retirement and a bright and fulfilling financial future.
With utmost respect,
Brad Champlin & Amanda Williams
Suggested Content

What If You Get Audited?
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
Learn More

The Latte Lie and Other Myths
Check out this video to begin separating fact from fiction.
Learn More

Retiring the 4% Rule
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Learn More