Resources

Take Control of Your Finances-With-A-30-Day-Step-byStep-Plan ebook. Regardless of your income, you can retake control of your financial life and look forward to a secure future.

All you need is a clear plan – based on your own circumstances – to guide you to freedom. This 30-day plan will guide you step-by-step through
your financial maze and help you make plans that put you back in control. As you follow these steps, you’ll build your financial literacy and begin to take action to set yourself up for the greater financial success you deserve.

FREE DOWNLOAD
Budget Preparation Worksheet.

Use this worksheet to see how much money you spend this month. Then, use this month’s information to help you plan next month’s budget.

FREE DOWNLOAD
Do you need help to prepare for the conversation about what matters most for your medical decisions? PREPARE, an interactive, easy-to-use advance care planning website, can help (www.prepareforyourcare.org).

PREPARE helps you with videos and a step-by-step process, how to have those difficult conversations and make informed decisions about your health. This free service is available in English and Spanish

LEARN MORE

Let us help you find the BEST insurance for YOU!

Our experienced specialists are available to work with your needs on an individual basis in order to create a plan that meets your specific requirements. Whether you are looking for coverage for yourself or your family, we can help find the right plan for you.

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