Employee Benefits Resources

Employee Benefits Plan available to members of the Better Business Bureau: BBB Benefits Plan   Great West Life’s Electronic Administration Guide:  GWL Electronic Admin Guide   Please check back often as we update our resource pages...

Insurance Resources

Types of Insurance- Life, Disability and Critical Illness Value of Permanent Life Insurance – Corporate or Personally owned?   Please check back often as we update our resource pages

Investment Resources

All of our investment planning is done through our mutual fund dealer, Investment Planning Counsel. Please click the logo below to log into your account     For information regarding the services provided through Investment Planning Counsel, please click the...

Financial Planning Resources

  Here is a great presentation prepared by the Financial Planning Standards Council, and speaks to the value of our work and doing so with a Certified Financial Planner (CFP) Please check back often as we update our resource pages