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Grow your money for the long haul

It’s not just about the end goal. It’s all about the steps that get you there.  

Reframing how to build generational wealth

The true foundation of generational wealth begins with a “wealth mindset.” This is a belief that wealth is abundant and accessible, and you’re worthy of achieving it. As the most important element, all other facets of wealth build on it.
Beyond cash, there are many types of assets that can be passed down and help create generational wealth, including home ownership, business ownership, and many types of investments like retirement accounts and stocks and bonds.
Passing along skills and education can teach children ways to earn income and help them take actions on their future wealth. From writing skills to cooking skills, to specialty trade skills for building and growing a business (i.e. carpentry or plumbing), there are myriad ways to set your next generation up for success.
One of the best ways to ensure your building generational wealth is to pass down solid, time-tested financial values and behaviors - starting with normalizing talking about money with your family. Teaching family how to save and invest, as well as paying down debt, can greatly impact their future financial decision-making and overall well-being.
To protect your family from unnecessary financial strain, an affordable life insurance policy can be an especially effective tool. In addition to providing a death benefit, some policies build cash value1 that accumulates over your lifetime, so you access that money while you are still alive. And the value of your policy can also become a part of your children’s inheritance, allowing you to set aside funds for your beneficiaries without needing to save money yourself.
Access to financial guidance and learning from an expert can be an important factor in building wealth. It's smart to seek out financial guidance from a professional or mentor who can support your growth and help you know what you don't. A good place to start is with your family, colleagues, or a financial professional.

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Wealth building articles


How young adults can build wealth: 3 strategies

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What is the Social Security bonus and how to use it

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How to build wealth in midlife  

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Tools to build your estate plan

Everyone, regardless of wealth or family size, should have an estate plan. Watch this video to learn what tools you can use to create yours today.

Download this short guide  

Learn more about how to choose a trustee  


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Solidify your legacy with generational wealth

All generations must build their own book

Your legacy represents all the good you did in your lifetime, a continued source of support and empowerment for your loved ones after you’re gone. When you leave a financial legacy, you help ensure they’ll have a chance at a better tomorrow.

Learn more about building generational wealth


 Discover how easy it is to work with a financial professional

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No commitment
There's no cost to set up a meeting and talk with us.
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It’s about Y-O-U
We’ll get to know you and understand your financial situation, goals, and objectives.
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Trusted advice
We'll provide you with options so you can choose the financial products and solutions that are best for you.
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A plan for the future
We’ll talk about the road ahead and set you up for success.
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Helping you secure your future

When you work with a financial professional, you’ll have an advocate in your corner, someone who understands your unique financial needs and family situation — and how to tailor a solution around both.

Find A Financial Professional

Read more about holistic financial planning 


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Financial Wellness

Your financial journey through investing

Ready to invest? Investing can help you grow your money over time. Learn how to set yourself up for success.

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Explore Products

Brokerage Products and Services

There are many ways to invest — but what’s important is finding investments that align with your financial goals.

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Access to cash values through borrowing or partial surrenders will reduce the policy’s cash value and death benefit, increase the chance the policy will lapse, and may result in a tax liability if the policy terminates before the death of the insured.