Welcome to our Video Series

Our 5 for 5 series covers 5 key elements of an important financial topic. Join us as Montgomery Gossen, George Holland, Jonas Lowery, and Erin McMenemon guide you through insurance, cash flow strategies, retirement, and overall happiness. Take a few minutes to listen and learn how you can create a 5-star financial plan by learning about 5 key points.

“Our goals can only be reached through a vehicle of a plan in which we must fervently believe, and upon which we must vigorously act. There is no other route to success.” ― Pablo Picasso 


Life Insurance

Our 5 for 5 series this week covers the ins and outs of life insurance – one of the key elements in building a sound financial plan.


Disability Insurance

In this 5 for 5 we are talking disability insurance. Learn what it is and why you may need it.


Cash Flow Strategies

Cash flow and budgeting – this 5 for 5 episode will provide helpful tips to keep you on track.


Retirement Strategies

The importance of a good retirement strategy can’t be stressed enough. This 5 for 5 episode will give you all the basics and if you want more details just give us a call. We are here to help!


Success and Happiness

We are all familiar with the phrase, “money can’t buy you happiness” but it can provide some comfort and flexibility. In this 5 for 5 series, our financial team will discuss their approach to success and happiness.