Resources
Plain-English guides on insurance, investing, retirement, and financial planning — free to download, no strings attached.
Free Downloadable Guides
We believe that informed clients make better decisions. That's why we've created a library of free, downloadable guides covering the financial topics that matter most to families and businesses.
Our eBooks are written in plain English — no jargon, no sales pitches. Just honest, practical information you can use to make smarter decisions about your insurance, investments, and financial future.
Browse the guides below. If you have questions about anything you read, we're always happy to talk.
"Knowledge is the foundation of every good financial decision. We're here to help you build it."
— Todd Anderson, Founder
Schedule an AppointmentFeatured Content
Everything you need to know about designing, funding, and communicating a competitive benefits package for your business.
Ask Us About ThisA plain-English walkthrough of Medicare — what each part covers, when to enroll, and how to choose between Original Medicare and Medicare Advantage.
Ask Us About ThisA practical framework for calculating your life insurance needs and choosing between term, whole, and universal life policies.
Ask Us About ThisStrategies for converting your retirement savings into reliable income — including Social Security optimization, withdrawal sequencing, and tax efficiency.
Ask Us About ThisWhat fee-only advice means, why it matters, and how to evaluate whether your current advisor is truly working in your best interest.
Ask Us About ThisThe financial impact of long-term care, your coverage options, and how to plan ahead so a health crisis doesn't derail your retirement.
Ask Us About This"The best financial decisions are informed ones. We write these guides because we believe everyone deserves access to honest, clear financial information."
— Todd Anderson, Founder & Principal Advisor
Get Personalized Guidance
Our guides are a great starting point. For guidance tailored to your specific situation, schedule a free consultation with Todd.