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Business Philosophy Videos

Building trust and loyalty are the cornerstones of our success. Below you'll find videos that help to capture our approach to financial planning and our business philosophy:

A Greeting from Melinda Bell

Whether you are just starting out currently managing your investments or preparing for retirement, I would welcome the opportunity to review your portfolio.

What Is the #1 Concern About Retirement?

"Will I outlive my money?" is the most common question we hear from retirement-minded investors.

Do You Hear One Common Question from People?

"What’s next for the financial markets?" is the question we hear most frequently from our clients.

Do Many People Work With Other Professionals?

There’s much more to managing a family’s finances that just return on investment.

What Do You Bring to Clients?

Perspective is one of the most important things we bring to our relationships with clients.