About Us
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
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Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
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The Anatomy of an Index
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
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The Five Basics of Financial Literacy
How literate are you when it comes to your finances? Brush up with these five basics.
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