Resources & Tools

Connect with Your Clients 700 350 Andrew McClellan

Connect with Your Clients

Access this online library of goals-based educational materials for more productive client conversations.

Which IRA is Right for You? 300 150 Andrew McClellan

Which IRA is Right for You?

Determine which IRA is beset for you and how much you are able to contribute.

Building Your Client’s Retirement Plan 400 200 Andrew McClellan

Building Your Client’s Retirement Plan

Finding the right plan to match each clients’ goals will help contribute to their investment success.

Traditional IRA Calculator 400 201 Andrew McClellan

Traditional IRA Calculator

Contributing to a traditional IRA can create a current tax deduction, plus provide for tax-deferred growth.

Investment Calculators and Tools 300 149 Andrew McClellan

Investment Calculators and Tools

Interactive tools that can help with clients’ financial planning.

Back to Basics: Three Steps to Reinvigorate Your Client Relationships 700 350 Andrew McClellan

Back to Basics: Three Steps to Reinvigorate Your Client Relationships

Making meaningful connections with clients is the foundation of any successful practice.

15 Estate Planning Terms 700 350 Andrew McClellan

15 Estate Planning Terms

Estate planning terms to add to your vocabulary.

College Funding Calculator 700 350 Andrew McClellan

College Funding Calculator

A simple tool to help you plan for college.

Higher Taxes are Likely in 2022 700 350 Andrew McClellan

Higher Taxes are Likely in 2022

The question is, which taxes will be impacted and by how much?

7 Best Practices of Effective Investment Policy Committees 700 350 Andrew McClellan

7 Best Practices of Effective Investment Policy Committees

There are several best practices that can help ensure a successful committee approach.