Resource Center

Check out our helpful resources below.

book-front-back 1

Your Retirement Deserves a Helpful Hand

Click download to request a free copy of Gregory Ricks' new book: "Retirement Deserves a Helpful Hand: A Guide to the Destination You Deserve" and receive immediate access to the first chapter.

Download
BBB

The One Big Beautiful Bill Act of 2025

An outline of some of the major provisions within the One Big Beautiful Bill Act of 2025.

Fill out your information below to access the guide.

  • This field is for validation purposes and should be left unchanged.
  • By submitting your contact information, you consent to be contacted regarding retirement income strategies that utilize investments and insurance products.

Download
Are You Paying Too Much in Taxes_Thumbnail_Stacked.png

Are You Paying Too Much in Taxes in Retirement?

This 8-page guide was created for you to better understand how taxes could affect your retirement income.

Fill out your information below to access the guide.

  • This field is for validation purposes and should be left unchanged.
  • By submitting your contact information, you consent to be contacted regarding retirement income strategies that utilize investments and insurance products.

Download
Checklist Challenge_Thumbnail_Stacked.png

Checklist Challenge

This 34-point checklist will help measure your retirement readiness, guiding you through some of the most pressing retirement concerns.

Fill out your information below to access the guide.

  • This field is for validation purposes and should be left unchanged.
  • By submitting your contact information, you consent to be contacted regarding retirement income strategies that utilize investments and insurance products.

Download
Empower Women Investors_Thumbnail_Stacked.png

10 Tips to Help Empower Women Investors

Today's woman needs a financial plan to call her own. This quick guide has 10 must-know tips to help get you on the right track.

Fill out your information below to access the guide.

  • This field is for validation purposes and should be left unchanged.
  • By submitting your contact information, you consent to be contacted regarding retirement income strategies that utilize investments and insurance products.

Download
Will Your Money Last_Thumbnail_Stacked.png

Will Your Money Last as Long As You Do?

Check out this 8-page guide to see why a retirement income analysis is important for your retirement.

Fill out your information below to access the guide.

  • This field is for validation purposes and should be left unchanged.
  • By submitting your contact information, you consent to be contacted regarding retirement income strategies that utilize investments and insurance products.

Download
What to Do in a Down Market_Thumbnail_Stacked.png

What to Do in a Down Market

Market downturns are inevitable — which is why you should plan for them from the beginning. This brochure helps lay out what you need to know.

Fill out your information below to access the guide.

  • This field is for validation purposes and should be left unchanged.
  • By submitting your contact information, you consent to be contacted regarding retirement income strategies that utilize investments and insurance products.

Download
Estate Planning_Thumbnail_Stacked.png

Estate Planning Guide

Communicating your values and goals today can help your loved ones through tomorrow. This 12-page guide can help you understand the basics of estate planning.

Fill out your information below to access the guide.

  • This field is for validation purposes and should be left unchanged.
  • By submitting your contact information, you consent to be contacted regarding retirement income strategies that utilize investments and insurance products.

Download
Will a Recession Rob Your Retirement_Thumbnail_Stacked.png

Will a Recession Rob Your Retirement?

This guide walks you through four things to check now to help ensure you and your family are prepared — even if the economy takes a dip.

Fill out your information below to access the guide.

  • This field is for validation purposes and should be left unchanged.
  • By submitting your contact information, you consent to be contacted regarding retirement income strategies that utilize investments and insurance products.

Download
10-Step Layoff Survival Guide_Thumbnail_Stacked.png

10 Step Layoff Survival Guide

In this 10-Step Layoff Survival Guide, you’ll discover simple and effective ways to help you move forward after a layoff.

Fill out your information below to access the guide.

  • This field is for validation purposes and should be left unchanged.
  • By submitting your contact information, you consent to be contacted regarding retirement income strategies that utilize investments and insurance products.

Download
Social Security Decisions_Thumbnail_Stacked.png

What, When, Who, How? The Social Security Decisions

In this 16-page guide, you’ll learn how to optimize Social Security for your situation, why timing is so important when it comes to your benefits, and ways to supplement your Social Security income.

Fill out your information below to access the guide.

  • This field is for validation purposes and should be left unchanged.
  • By submitting your contact information, you consent to be contacted regarding retirement income strategies that utilize investments and insurance products.

Download
Roadmap_to_Retirement.png

Roadmap Beyond Retirement

In this guide, you will learn what your family should know about your belongings, business affairs and wishes beyond retirement.

DOWNLOAD

Other Resources

Risk Assessment

Everyone has a Risk Number.
Let’s find yours.

Retirement Tax Bill Analysis

Get Your Immediate, No-Cost Report!

Call Now Button