How the banking system really works

money on fire

Sometimes you just need to laugh a little. After our video parody of stockbrokers, and the IRS’ self-made spoof of Star Trek, we felt equal time was due to the banking industry. This video is a bit of tongue-in-cheek humor on how the banking system really works! Joking aside, a good banker and stockbroker are…

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The best reason to do Financial Planning-leaving a positive legacy.

Treasure Chest

It’s not just about you and me. Planning is about leaving a positive legacy for our children. This tongue-in-cheek video shows one very sound reason why you’d want to do this. Concerned about your financial goals? Contact us for help. (Click here if your screen doesn’t show the video.)

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