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Rebecca Galliford, CFP®

Wealth Management Consultant

Financial Planning » 5 Tips for Saving Money and Paying Off Debt in 2020

January 27, 2020 | Financial Planning

We are almost at the end of January, a time when our New Year’s resolutions may begin to falter. If one of your resolutions is to start saving more money, or to pay down debt (or even both!), the tips below may help you get back on track and regain the momentum to accomplish your resolutions. …

Corey Jackson, CLU®, CFP®, ChFC®, CASL®

Senior Wealth Management Consultant

Financial Planning » 3 Ways to Determine How Much Life Insurance You Need

June 28, 2019 | Financial Planning

Life insurance is a financial tool that can help individuals accomplish a variety of financial goals. Most commonly, life insurance provides for dependent family members in case of premature death. Life insurance can also be used to fund certain goals, such as a child or grandchild’s future …


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