[{"id":"bynkr8","type":"rows","variants":{"layout":"full-bleed","padding-top":"pt-medium","padding-bottom":"pb-medium","bg-overlay":"overlay","row-style":null,"align-items":"center","overlay-opacity":"medium-overlay","gradient-color":"black-gradient","padding-right":"pr-medium","bg-gradient":"gradient-bottom-top","bg-color":"themed-grey"},"rowHeight":"600px","newWindowLink":true,"blocks":[{"id":"sgsnxw","type":"rich-text","variants":{"invert-colors":true,"padding-all":null,"padding-top":null,"padding-bottom":null,"padding-left":null,"padding-right":null,"padding-x":null,"_custom":null},"bodyText":"

Harbor Point

","linkUrl":null,"newWindow":null,"linkInternal":null,"block-name":null,"hide-from-section":null},{"id":"jsf7tr","type":"rich-text","variants":{"invert-colors":true,"padding-all":null,"padding-top":null,"padding-bottom":null,"padding-left":null,"padding-right":null,"padding-x":null,"_custom":null},"bodyText":"

Financial & Insurance Services

","linkUrl":null,"newWindow":null,"linkInternal":null,"block-name":null,"hide-from-section":null},{"id":"x5zs7r","type":"button","variants":{"style":"secondary","icon-placement":"icon-right","options":null,"text-align":null,"padding-all":null,"padding-top":"pt-medium","padding-bottom":null,"padding-left":null,"padding-right":null,"padding-x":null,"_custom":null},"newWindow":null,"linkUrl":null,"linkInternal":null,"icon":"chevron-right","label":"Meet Our Team","alt":"chevron right","url":"/about-us/meet-our-team","block-name":null,"hide-from-section":null}],"contentLibraryItems":[{"id":6886,"localItemId":"jzmG1gxVQ5ehNKBHfclCr","propertyKey":"backgroundMediaSrc","edited":false,"global":true,"type":"image","isLocked":false,"expirationDt":"2025-12-31T00:00:00","isArchived":false}],"backgroundMediaSrc":{"localItemId":"jzmG1gxVQ5ehNKBHfclCr","src":"https://f92core-builder-prod-sites.azureedge.net/brands/3/uploads/GettyImages-755658757_hero_right.webp","alt":"Lighthouse on the coastline","crop":null,"focal":{"width":300,"height":300,"left":529,"top":576,"bgPosition":"18% 58%"}},"overlay-show":true,"libraryBlockId":"rqn23r","sectionId":658,"presetId":127974,"relationshipData":{},"isLocked":false,"overlay-toggle":true,"gradient-toggle":false,"isArchived":false,"expirationDt":"2026-09-16T00:00:00","autoPlay":false,"loop":false},{"id":"vmb6pp","type":"rows","variants":{"layout":"contained","overlay-opacity":"medium-overlay","gradient-color":"black-gradient"},"rowHeight":"auto","newWindowLink":true,"blocks":[{"id":"f8hf5q","type":"rows","variants":{"overlay-opacity":"medium-overlay","gradient-color":"black-gradient","layout":"full-width","bg-overlay":null,"bg-gradient":null,"row-style":null,"bg-color":null,"align-items":null,"padding-all":null,"padding-top":null,"padding-bottom":null,"padding-left":null,"padding-right":null,"padding-x":null,"_custom":null},"rowHeight":"auto","newWindowLink":true,"blocks":[{"id":"bd6vzv","type":"rich-text","variants":{"invert-colors":null,"padding-all":null,"padding-top":null,"padding-bottom":null,"padding-left":null,"padding-right":null,"padding-x":null,"_custom":null},"bodyText":"

About Us

","linkUrl":null,"newWindow":null,"linkInternal":null,"block-name":null,"hide-from-section":null},{"id":"cm7t6w","type":"divider","variants":{"layout":"contained","style":"double","size":null,"color":"dark","padding-all":null,"padding-top":null,"padding-bottom":null,"padding-left":null,"padding-right":null,"padding-x":null,"_custom":null},"linkUrl":null,"newWindow":null,"linkInternal":null,"dividerWidth":"20%","dividerHorizontalAlignment":null,"block-name":null,"hide-from-section":null},{"id":"zg2b4b","type":"content-card","variants":{"cardStyle":"about-us-homepage","hidden":false,"align-image":"image-left","image-vert-align":"image-top","offset":null,"background":null,"primary-style":null,"secondary-style":null,"text-vert-align":"text-center","padding-x":"px-large","padding-top":"pt-small","padding-bottom":null},"rowHeight":"auto","blocks":[{"id":"r2p8cw","type":"rows","variants":{"layout":"full-width","padding-top":null,"padding-bottom":"pb-medium","row-style":null,"bg-color":null,"align-items":null,"bg-overlay":null,"bg-gradient":null,"padding-all":null,"padding-left":null,"padding-right":null,"padding-x":null,"_custom":null,"overlay-opacity":"medium-overlay","gradient-color":"black-gradient"},"rowHeight":"auto","blocks":[{"id":"ym26y3","type":"columns","variants":{"layout":"contained","padding-top":null,"padding-bottom":null,"column-style":null,"order":null,"offset":null,"vertical-alignment":null,"horizontal-alignment":null,"bg-color":null,"padding-all":null,"padding-left":null,"padding-right":null,"padding-x":null,"_custom":null},"column-count":4,"blocks":[{"id":"y5dbvm","type":"rows","variants":{"layout":"full-width","padding-top":null,"padding-bottom":null,"row-style":null,"bg-color":null,"align-items":null,"bg-overlay":null,"bg-gradient":null,"padding-all":null,"padding-left":null,"padding-right":null,"padding-x":null,"_custom":null,"overlay-opacity":"medium-overlay","gradient-color":"black-gradient"},"rowHeight":"auto","blocks":[{"id":"pdrxxm","type":"icon","variants":{"size":"huge","text-align":"align-center","padding-all":null,"padding-top":null,"padding-bottom":null,"padding-left":null,"padding-right":null,"padding-x":null,"_custom":null},"linkUrl":null,"newWindow":null,"linkInternal":null,"alt":"pages","icon":"pages","block-name":null,"hide-from-section":null,"newWindowLink":true},{"id":"s3wpdg","type":"rich-text","variants":{"padding-top":null,"padding-bottom":null,"invert-colors":null,"padding-all":null,"padding-left":null,"padding-right":null,"padding-x":null,"_custom":null},"bodyText":"

Financial Planning

","linkUrl":null,"newWindow":null,"linkInternal":null,"block-name":null,"hide-from-section":null}],"linkUrl":null,"newWindow":null,"linkInternal":null,"backgroundMediaSrc":null,"section-name":null,"overlay-show":null,"gradient-show":null,"block-name":null,"newWindowLink":true},{"id":"p8mwg7","type":"rows","variants":{"layout":"full-width","padding-top":null,"padding-bottom":null,"row-style":null,"bg-color":null,"align-items":null,"bg-overlay":null,"bg-gradient":null,"padding-all":null,"padding-left":null,"padding-right":null,"padding-x":null,"_custom":null,"overlay-opacity":"medium-overlay","gradient-color":"black-gradient"},"rowHeight":"auto","blocks":[{"id":"qh443d","type":"icon","variants":{"size":"huge","text-align":"align-center","padding-all":null,"padding-top":null,"padding-bottom":null,"padding-left":null,"padding-right":null,"padding-x":null,"_custom":null},"linkUrl":null,"newWindow":null,"linkInternal":null,"alt":"carousel","icon":"carousel","block-name":null,"hide-from-section":null,"newWindowLink":true},{"id":"wj3dr6","type":"rich-text","variants":{"padding-top":null,"padding-bottom":null,"invert-colors":null,"padding-all":null,"padding-left":null,"padding-right":null,"padding-x":null,"_custom":null},"bodyText":"

Investment Strategies

","linkUrl":null,"newWindow":null,"linkInternal":null,"block-name":null,"hide-from-section":null}],"linkUrl":null,"newWindow":null,"linkInternal":null,"backgroundMediaSrc":null,"section-name":null,"overlay-show":null,"gradient-show":null,"block-name":null,"newWindowLink":true},{"id":"bnkbmt","type":"rows","variants":{"layout":"full-width","padding-top":null,"padding-bottom":null,"row-style":null,"bg-color":null,"align-items":null,"bg-overlay":null,"bg-gradient":null,"padding-all":null,"padding-left":null,"padding-right":null,"padding-x":null,"_custom":null,"overlay-opacity":"medium-overlay","gradient-color":"black-gradient"},"rowHeight":"auto","blocks":[{"id":"kq6v8c","type":"icon","variants":{"size":"huge","text-align":"align-center","padding-all":null,"padding-top":null,"padding-bottom":null,"padding-left":null,"padding-right":null,"padding-x":null,"_custom":null},"linkUrl":null,"newWindow":null,"linkInternal":null,"alt":"filter","icon":"filter","block-name":null,"hide-from-section":null,"newWindowLink":true},{"id":"t7wvtr","type":"rich-text","variants":{"padding-top":null,"padding-bottom":null,"invert-colors":null,"padding-all":null,"padding-left":null,"padding-right":null,"padding-x":null,"_custom":null},"bodyText":"

Accumulation Planning

","linkUrl":null,"newWindow":null,"linkInternal":null,"block-name":null,"hide-from-section":null}],"linkUrl":null,"newWindow":null,"linkInternal":null,"backgroundMediaSrc":null,"section-name":null,"overlay-show":null,"gradient-show":null,"block-name":null,"newWindowLink":true},{"id":"wm8d9h","type":"rows","variants":{"layout":"full-width","padding-top":"pt-small","padding-bottom":null,"row-style":null,"bg-color":null,"align-items":null,"bg-overlay":null,"bg-gradient":null,"padding-all":null,"padding-left":null,"padding-right":null,"padding-x":null,"_custom":null,"overlay-opacity":"medium-overlay","gradient-color":"black-gradient"},"rowHeight":"auto","blocks":[{"id":"gf6jb3","type":"icon","variants":{"size":"huge","text-align":"align-center","padding-all":null,"padding-top":null,"padding-bottom":null,"padding-left":null,"padding-right":null,"padding-x":null,"_custom":null},"linkUrl":null,"newWindow":null,"linkInternal":null,"alt":"folder","icon":"folder","block-name":null,"hide-from-section":null,"newWindowLink":true},{"id":"nxjzxf","type":"rich-text","variants":{"padding-top":null,"padding-bottom":null,"invert-colors":null,"padding-all":null,"padding-left":null,"padding-right":null,"padding-x":null,"_custom":null},"bodyText":"

Estate Planning

","linkUrl":null,"newWindow":null,"linkInternal":null,"block-name":null,"hide-from-section":null}],"linkUrl":null,"newWindow":null,"linkInternal":null,"backgroundMediaSrc":null,"section-name":null,"overlay-show":null,"gradient-show":null,"block-name":null,"newWindowLink":true},{"id":"rmzp2n","type":"rows","variants":{"layout":"full-width","padding-top":null,"padding-bottom":null,"row-style":null,"bg-color":null,"align-items":null,"bg-overlay":null,"bg-gradient":null,"padding-all":null,"padding-left":null,"padding-right":null,"padding-x":null,"_custom":null,"overlay-opacity":"medium-overlay","gradient-color":"black-gradient"},"rowHeight":"auto","blocks":[{"id":"r949mf","type":"icon","variants":{"size":"huge","text-align":"align-center","padding-all":null,"padding-top":null,"padding-bottom":null,"padding-left":null,"padding-right":null,"padding-x":null,"_custom":null},"linkUrl":null,"newWindow":null,"linkInternal":null,"alt":"favorite filled","icon":"favorite-filled","block-name":null,"hide-from-section":null,"newWindowLink":true},{"id":"fw8twn","type":"rich-text","variants":{"padding-top":null,"padding-bottom":null,"invert-colors":null,"padding-all":null,"padding-left":null,"padding-right":null,"padding-x":null,"_custom":null},"bodyText":"

Life Insurance

","linkUrl":null,"newWindow":null,"linkInternal":null,"block-name":null,"hide-from-section":null}],"linkUrl":null,"newWindow":null,"linkInternal":null,"backgroundMediaSrc":null,"section-name":null,"overlay-show":null,"gradient-show":null,"block-name":null,"newWindowLink":true}],"linkUrl":null,"newWindow":null,"linkInternal":null,"section-name":null,"newWindowLink":true},{"id":"sdxvqy","type":"columns","variants":{"layout":"contained","padding-top":null,"padding-bottom":null,"column-style":null,"order":null,"offset":null,"vertical-alignment":null,"horizontal-alignment":null,"bg-color":null,"padding-all":null,"padding-left":null,"padding-right":null,"padding-x":null,"_custom":null},"column-count":4,"blocks":[{"id":"kyxwm8","type":"rows","variants":{"layout":"full-width","padding-top":"pt-small","padding-bottom":null,"row-style":null,"bg-color":null,"align-items":null,"bg-overlay":null,"bg-gradient":null,"padding-all":null,"padding-left":null,"padding-right":null,"padding-x":null,"_custom":null,"overlay-opacity":"medium-overlay","gradient-color":"black-gradient"},"rowHeight":"auto","blocks":[{"id":"qnvrmr","type":"icon","variants":{"size":"huge","text-align":"align-center","padding-all":null,"padding-top":null,"padding-bottom":null,"padding-left":null,"padding-right":null,"padding-x":null,"_custom":null},"linkUrl":null,"newWindow":null,"linkInternal":null,"alt":"anchor link","icon":"anchor-link","block-name":null,"hide-from-section":null,"newWindowLink":true},{"id":"bkmv8k","type":"rich-text","variants":{"padding-top":null,"padding-bottom":null,"invert-colors":null,"padding-all":null,"padding-left":null,"padding-right":null,"padding-x":null,"_custom":null},"bodyText":"

Retirement Planning

","linkUrl":null,"newWindow":null,"linkInternal":null,"block-name":null,"hide-from-section":null}],"linkUrl":null,"newWindow":null,"linkInternal":null,"backgroundMediaSrc":null,"section-name":null,"overlay-show":null,"gradient-show":null,"block-name":null,"newWindowLink":true},{"id":"h2n46y","type":"rows","variants":{"layout":"full-width","padding-top":"pt-small","padding-bottom":null,"row-style":null,"bg-color":null,"align-items":null,"bg-overlay":null,"bg-gradient":null,"padding-all":null,"padding-left":null,"padding-right":null,"padding-x":null,"_custom":null,"overlay-opacity":"medium-overlay","gradient-color":"black-gradient"},"rowHeight":"auto","blocks":[{"id":"zf6xzd","type":"icon","variants":{"size":"huge","text-align":"align-center","padding-all":null,"padding-top":null,"padding-bottom":null,"padding-left":null,"padding-right":null,"padding-x":null,"_custom":null},"linkUrl":null,"newWindow":null,"linkInternal":null,"alt":"favorite filled","icon":"favorite-filled","block-name":null,"hide-from-section":null,"newWindowLink":true},{"id":"nh3h3d","type":"rich-text","variants":{"padding-top":null,"padding-bottom":null,"invert-colors":null,"padding-all":null,"padding-left":null,"padding-right":null,"padding-x":null,"_custom":null},"bodyText":"

Life Insurance

","linkUrl":null,"newWindow":null,"linkInternal":null,"block-name":null,"hide-from-section":null}],"linkUrl":null,"newWindow":null,"linkInternal":null,"backgroundMediaSrc":null,"section-name":null,"overlay-show":null,"gradient-show":null,"block-name":null,"newWindowLink":true},{"id":"m9zv75","type":"rows","variants":{"layout":"full-width","padding-top":"pt-small","padding-bottom":null,"row-style":null,"bg-color":null,"align-items":null,"bg-overlay":null,"bg-gradient":null,"padding-all":null,"padding-left":null,"padding-right":null,"padding-x":null,"_custom":null,"overlay-opacity":"medium-overlay","gradient-color":"black-gradient"},"rowHeight":"auto","blocks":[{"id":"r2x5nb","type":"icon","variants":{"size":"huge","text-align":"align-center","padding-all":null,"padding-top":null,"padding-bottom":null,"padding-left":null,"padding-right":null,"padding-x":null,"_custom":null},"linkUrl":null,"newWindow":null,"linkInternal":null,"alt":"circle plus","icon":"circle-plus","block-name":null,"hide-from-section":null,"newWindowLink":true},{"id":"m5qy72","type":"rich-text","variants":{"padding-top":null,"padding-bottom":null,"invert-colors":null,"padding-all":null,"padding-left":null,"padding-right":null,"padding-x":null,"_custom":null},"bodyText":"

Long Term Care Insurance

","linkUrl":null,"newWindow":null,"linkInternal":null,"block-name":null,"hide-from-section":null}],"linkUrl":null,"newWindow":null,"linkInternal":null,"backgroundMediaSrc":null,"section-name":null,"overlay-show":null,"gradient-show":null,"block-name":null,"newWindowLink":true},{"id":"cfqknd","type":"rows","variants":{"layout":"full-width","padding-top":"pt-small","padding-bottom":null,"row-style":null,"bg-color":null,"align-items":null,"bg-overlay":null,"bg-gradient":null,"padding-all":null,"padding-left":null,"padding-right":null,"padding-x":null,"_custom":null,"overlay-opacity":"medium-overlay","gradient-color":"black-gradient"},"rowHeight":"auto","blocks":[{"id":"gdsn9d","type":"icon","variants":{"size":"huge","text-align":"align-center","padding-all":null,"padding-top":null,"padding-bottom":null,"padding-left":null,"padding-right":null,"padding-x":null,"_custom":null},"linkUrl":null,"newWindow":null,"linkInternal":null,"alt":"compliance","icon":"compliance","block-name":null,"hide-from-section":null,"newWindowLink":true},{"id":"mv3snm","type":"rich-text","variants":{"padding-top":null,"padding-bottom":null,"invert-colors":null,"padding-all":null,"padding-left":null,"padding-right":null,"padding-x":null,"_custom":null},"bodyText":"

Disability Insurance

","linkUrl":null,"newWindow":null,"linkInternal":null,"block-name":null,"hide-from-section":null}],"linkUrl":null,"newWindow":null,"linkInternal":null,"backgroundMediaSrc":null,"section-name":null,"overlay-show":null,"gradient-show":null,"block-name":null,"newWindowLink":true}],"linkUrl":null,"newWindow":null,"linkInternal":null,"section-name":null,"newWindowLink":true},{"id":"m9kcgz","type":"columns","variants":{"layout":"contained","padding-top":null,"padding-bottom":null,"column-style":null,"order":null,"offset":null,"vertical-alignment":null,"horizontal-alignment":null,"bg-color":null,"padding-all":null,"padding-left":null,"padding-right":null,"padding-x":null,"_custom":null},"rowHeight":"auto","blocks":[{"id":"s378kb","type":"rows","variants":{"layout":"full-width","padding-top":"pt-small","padding-bottom":null,"row-style":null,"bg-color":null,"align-items":null,"bg-overlay":null,"bg-gradient":null,"padding-all":null,"padding-left":null,"padding-right":null,"padding-x":null,"_custom":null,"overlay-opacity":"medium-overlay","gradient-color":"black-gradient"},"rowHeight":"auto","blocks":[{"id":"kvcvcb","type":"icon","variants":{"size":"huge","text-align":"align-center","padding-all":null,"padding-top":null,"padding-bottom":null,"padding-left":null,"padding-right":null,"padding-x":null,"_custom":null},"linkUrl":null,"newWindow":null,"linkInternal":null,"alt":"form icon","icon":"form-icon","block-name":null,"hide-from-section":null,"newWindowLink":true},{"id":"stwvdx","type":"rich-text","variants":{"padding-top":null,"padding-bottom":null,"invert-colors":null,"padding-all":null,"padding-left":null,"padding-right":null,"padding-x":null,"_custom":null},"bodyText":"

Child Gifting/ College Saving

","linkUrl":null,"newWindow":null,"linkInternal":null,"block-name":null,"hide-from-section":null}],"linkUrl":null,"newWindow":null,"linkInternal":null,"backgroundMediaSrc":null,"section-name":null,"overlay-show":null,"gradient-show":null,"block-name":null,"newWindowLink":true},{"id":"xbb7y6","type":"rows","variants":{"layout":"full-width","padding-top":"pt-small","padding-bottom":null,"row-style":null,"bg-color":null,"align-items":null,"bg-overlay":null,"bg-gradient":null,"padding-all":null,"padding-left":null,"padding-right":null,"padding-x":null,"_custom":null,"overlay-opacity":"medium-overlay","gradient-color":"black-gradient"},"rowHeight":"auto","blocks":[{"id":"fpny2w","type":"icon","variants":{"size":"huge","text-align":"align-center","padding-all":null,"padding-top":null,"padding-bottom":null,"padding-left":null,"padding-right":null,"padding-x":null,"_custom":null},"linkUrl":null,"newWindow":null,"linkInternal":null,"alt":"redo","icon":"redo","block-name":null,"hide-from-section":null,"newWindowLink":true},{"id":"syz69m","type":"rich-text","variants":{"padding-top":null,"padding-bottom":null,"invert-colors":null,"padding-all":null,"padding-left":null,"padding-right":null,"padding-x":null,"_custom":null},"bodyText":"

Tax Reduction Strategies

","linkUrl":null,"newWindow":null,"linkInternal":null,"block-name":null,"hide-from-section":null}],"linkUrl":null,"newWindow":null,"linkInternal":null,"backgroundMediaSrc":null,"section-name":null,"overlay-show":null,"gradient-show":null,"block-name":null,"newWindowLink":true},{"id":"fzx9nm","type":"rows","variants":{"layout":"full-width","padding-top":"pt-small","padding-bottom":null,"row-style":null,"bg-color":null,"align-items":null,"bg-overlay":null,"bg-gradient":null,"padding-all":null,"padding-left":null,"padding-right":null,"padding-x":null,"_custom":null,"overlay-opacity":"medium-overlay","gradient-color":"black-gradient"},"rowHeight":"auto","blocks":[{"id":"k4ddkp","type":"icon","variants":{"size":"huge","text-align":"align-center","padding-all":null,"padding-top":null,"padding-bottom":null,"padding-left":null,"padding-right":null,"padding-x":null,"_custom":null},"linkUrl":null,"newWindow":null,"linkInternal":null,"alt":"emoji","icon":"emoji","block-name":null,"hide-from-section":null,"newWindowLink":true},{"id":"hn29pm","type":"rich-text","variants":{"padding-top":null,"padding-bottom":null,"invert-colors":null,"padding-all":null,"padding-left":null,"padding-right":null,"padding-x":null,"_custom":null},"bodyText":"

Coordination with other Professionals

","linkUrl":null,"newWindow":null,"linkInternal":null,"block-name":null,"hide-from-section":null}],"linkUrl":null,"newWindow":null,"linkInternal":null,"backgroundMediaSrc":null,"section-name":null,"overlay-show":null,"gradient-show":null,"block-name":null,"newWindowLink":true},{"id":"p67wvj","type":"rows","variants":{"layout":"full-width","padding-top":"pt-small","padding-bottom":null,"row-style":null,"bg-color":null,"align-items":null,"bg-overlay":null,"bg-gradient":null,"padding-all":null,"padding-left":null,"padding-right":null,"padding-x":null,"_custom":null,"overlay-opacity":"medium-overlay","gradient-color":"black-gradient"},"rowHeight":"auto","blocks":[{"id":"v8kmm8","type":"icon","variants":{"size":"huge","text-align":"align-center","padding-all":null,"padding-top":null,"padding-bottom":null,"padding-left":null,"padding-right":null,"padding-x":null,"_custom":null},"linkUrl":null,"newWindow":null,"linkInternal":null,"alt":"form","icon":"form","block-name":null,"hide-from-section":null,"newWindowLink":true},{"id":"s8ytst","type":"rich-text","variants":{"padding-top":null,"padding-bottom":null,"invert-colors":null,"padding-all":null,"padding-left":null,"padding-right":null,"padding-x":null,"_custom":null},"bodyText":"

Buy/Sell Agreements

Key Employee Coverage

","headline":"

","primaryButton":false,"primaryLabel":"Primary Button","secondaryButton":false,"secondaryLabel":"Secondary Button","disclosure":"

","linkUrl":null,"newWindow":null,"linkInternal":null,"media":null,"primaryUrl":null,"primaryBtnIcon":null,"primaryBtnNewTab":null,"secondaryBtnIcon":null,"secondaryUrl":null,"secondaryBtnNewTab":null,"primaryBtnIconPlacement":"icon-right","secondaryBtnIconPlacement":"icon-right","mediaWidth":50,"facebook":"{{{ user.ddcUserData.facebookUrlTxt }}}","linkedin":"{{{ user.ddcUserData.lnkdinUrlTxt }}}","twitter":"{{{ user.ddcUserData.twitterUrlTxt }}}","copySelfEdit":true,"bodyText":"

They say life doesn't give you anything you can't handle. But that doesn't mean you have to handle it alone. These days, it's more important than ever to make sure you have a financial professional by your side—someone who can help evaluate your needs; assess the current economic landscape; and recommend a plan of action that will help protect your family's wealth, lifestyle, and dreams for the future. Let's get started—there's no better time than now.

","libraryBlockId":"h84wj2"}],"linkUrl":null,"newWindow":null,"linkInternal":null,"backgroundMediaSrc":null,"section-name":null,"conditionalDisplay":null,"overlay-toggle":null,"gradient-toggle":null,"displayLinkProperties":null,"block-name":null,"overlay-show":null,"gradient-show":null}]},{"id":"s5c94r","type":"rows","variants":{"layout":"contained","overlay-opacity":"medium-overlay","gradient-color":"black-gradient","padding-top":"pt-medium"},"rowHeight":"auto","newWindowLink":true,"blocks":[{"id":"vg4pvt","type":"rows","variants":{"overlay-opacity":"medium-overlay","gradient-color":"black-gradient","layout":"full-width","bg-overlay":null,"bg-gradient":null,"row-style":null,"bg-color":null,"align-items":null,"padding-all":null,"padding-top":null,"padding-bottom":null,"padding-left":null,"padding-right":null,"padding-x":null,"_custom":null},"rowHeight":"auto","newWindowLink":true,"blocks":[{"id":"znmm5m","type":"rich-text","variants":{"invert-colors":null,"padding-all":null,"padding-top":null,"padding-bottom":null,"padding-left":null,"padding-right":null,"padding-x":null,"_custom":null},"bodyText":"

Our Expertise

","linkUrl":null,"newWindow":null,"linkInternal":null,"block-name":null,"hide-from-section":null},{"id":"m7p88c","type":"divider","variants":{"layout":"contained","style":"double","size":null,"color":"dark","padding-all":null,"padding-top":null,"padding-bottom":null,"padding-left":null,"padding-right":null,"padding-x":null,"_custom":null},"linkUrl":null,"newWindow":null,"linkInternal":null,"dividerWidth":"20%","dividerHorizontalAlignment":null,"block-name":null,"hide-from-section":null},{"id":"fh23fq","type":"rows","variants":{"layout":"full-width","padding-top":"pt-small","padding-bottom":null,"bg-color":null,"overlay-opacity":"medium-overlay","gradient-color":"black-gradient"},"rowHeight":"auto","blocks":[{"id":"ymnxzr","type":"rows","variants":{"layout":"full-width","padding-top":null,"padding-bottom":"pb-medium","row-style":null,"bg-color":null,"align-items":null,"bg-overlay":null,"bg-gradient":null,"padding-all":null,"padding-left":null,"padding-right":null,"padding-x":null,"_custom":null,"overlay-opacity":"medium-overlay","gradient-color":"black-gradient"},"rowHeight":"auto","blocks":[{"id":"hqtkdc","type":"columns","variants":{"layout":"contained","padding-top":null,"padding-bottom":null,"column-style":null,"order":null,"offset":null,"vertical-alignment":null,"horizontal-alignment":null,"bg-color":null,"padding-all":null,"padding-left":null,"padding-right":null,"padding-x":null,"_custom":null},"column-count":4,"blocks":[{"id":"jg8ct9","type":"rows","variants":{"layout":"full-width","padding-top":null,"padding-bottom":null,"row-style":null,"bg-color":null,"align-items":null,"bg-overlay":null,"bg-gradient":null,"padding-all":null,"padding-left":null,"padding-right":null,"padding-x":null,"_custom":null,"overlay-opacity":"medium-overlay","gradient-color":"black-gradient"},"rowHeight":"auto","blocks":[{"id":"qwh2rr","type":"icon","variants":{"size":"huge","text-align":"align-center","padding-all":null,"padding-top":null,"padding-bottom":null,"padding-left":null,"padding-right":null,"padding-x":null,"_custom":null},"linkUrl":null,"newWindow":null,"linkInternal":null,"alt":"pages","icon":"pages","block-name":null,"hide-from-section":null,"newWindowLink":true},{"id":"x9h48w","type":"rich-text","variants":{"padding-top":null,"padding-bottom":null,"invert-colors":null,"padding-all":null,"padding-left":null,"padding-right":null,"padding-x":null,"_custom":null},"bodyText":"

Financial Planning

","linkUrl":null,"newWindow":null,"linkInternal":null,"block-name":null,"hide-from-section":null}],"linkUrl":null,"newWindow":null,"linkInternal":null,"backgroundMediaSrc":null,"section-name":null,"overlay-show":null,"gradient-show":null,"block-name":null,"newWindowLink":true,"contentLibraryItems":[],"autoPlay":false,"loop":false,"showHeadline":false,"videoHeadline":""},{"id":"f6cyyn","type":"rows","variants":{"layout":"full-width","padding-top":null,"padding-bottom":null,"row-style":null,"bg-color":null,"align-items":null,"bg-overlay":null,"bg-gradient":null,"padding-all":null,"padding-left":null,"padding-right":null,"padding-x":null,"_custom":null,"overlay-opacity":"medium-overlay","gradient-color":"black-gradient"},"rowHeight":"auto","blocks":[{"id":"wcqwqv","type":"icon","variants":{"size":"huge","text-align":"align-center","padding-all":null,"padding-top":null,"padding-bottom":null,"padding-left":null,"padding-right":null,"padding-x":null,"_custom":null},"linkUrl":null,"newWindow":null,"linkInternal":null,"alt":"carousel","icon":"carousel","block-name":null,"hide-from-section":null,"newWindowLink":true},{"id":"qwjk6s","type":"rich-text","variants":{"padding-top":null,"padding-bottom":null,"invert-colors":null,"padding-all":null,"padding-left":null,"padding-right":null,"padding-x":null,"_custom":null},"bodyText":"

Investment Strategies

","linkUrl":null,"newWindow":null,"linkInternal":null,"block-name":null,"hide-from-section":null}],"linkUrl":null,"newWindow":null,"linkInternal":null,"backgroundMediaSrc":null,"section-name":null,"overlay-show":null,"gradient-show":null,"block-name":null,"newWindowLink":true},{"id":"d5cb86","type":"rows","variants":{"layout":"full-width","padding-top":null,"padding-bottom":null,"row-style":null,"bg-color":null,"align-items":null,"bg-overlay":null,"bg-gradient":null,"padding-all":null,"padding-left":null,"padding-right":null,"padding-x":null,"_custom":null,"overlay-opacity":"medium-overlay","gradient-color":"black-gradient"},"rowHeight":"auto","blocks":[{"id":"shbzjf","type":"icon","variants":{"size":"huge","text-align":"align-center","padding-all":null,"padding-top":null,"padding-bottom":null,"padding-left":null,"padding-right":null,"padding-x":null,"_custom":null},"linkUrl":null,"newWindow":null,"linkInternal":null,"alt":"filter","icon":"filter","block-name":null,"hide-from-section":null,"newWindowLink":true},{"id":"nvpyvt","type":"rich-text","variants":{"padding-top":null,"padding-bottom":null,"invert-colors":null,"padding-all":null,"padding-left":null,"padding-right":null,"padding-x":null,"_custom":null},"bodyText":"

Accumulation Planning

","linkUrl":null,"newWindow":null,"linkInternal":null,"block-name":null,"hide-from-section":null}],"linkUrl":null,"newWindow":null,"linkInternal":null,"backgroundMediaSrc":null,"section-name":null,"overlay-show":null,"gradient-show":null,"block-name":null,"newWindowLink":true},{"id":"jk6k7p","type":"rows","variants":{"layout":"full-width","padding-top":"pt-small","padding-bottom":null,"row-style":null,"bg-color":null,"align-items":null,"bg-overlay":null,"bg-gradient":null,"padding-all":null,"padding-left":null,"padding-right":null,"padding-x":null,"_custom":null,"overlay-opacity":"medium-overlay","gradient-color":"black-gradient"},"rowHeight":"auto","blocks":[{"id":"xtrhzc","type":"icon","variants":{"size":"huge","text-align":"align-center","padding-all":null,"padding-top":null,"padding-bottom":null,"padding-left":null,"padding-right":null,"padding-x":null,"_custom":null},"linkUrl":null,"newWindow":null,"linkInternal":null,"alt":"folder","icon":"folder","block-name":null,"hide-from-section":null,"newWindowLink":true},{"id":"xrcxn4","type":"rich-text","variants":{"padding-top":null,"padding-bottom":null,"invert-colors":null,"padding-all":null,"padding-left":null,"padding-right":null,"padding-x":null,"_custom":null},"bodyText":"

Estate Planning

","linkUrl":null,"newWindow":null,"linkInternal":null,"block-name":null,"hide-from-section":null}],"linkUrl":null,"newWindow":null,"linkInternal":null,"backgroundMediaSrc":null,"section-name":null,"overlay-show":null,"gradient-show":null,"block-name":null,"newWindowLink":true},{"id":"ybnwkc","type":"rows","variants":{"layout":"full-width","padding-top":null,"padding-bottom":null,"row-style":null,"bg-color":null,"align-items":null,"bg-overlay":null,"bg-gradient":null,"padding-all":null,"padding-left":null,"padding-right":null,"padding-x":null,"_custom":null,"overlay-opacity":"medium-overlay","gradient-color":"black-gradient"},"rowHeight":"auto","blocks":[{"id":"bp8gvd","type":"icon","variants":{"size":"huge","text-align":"align-center","padding-all":null,"padding-top":null,"padding-bottom":null,"padding-left":null,"padding-right":null,"padding-x":null,"_custom":null},"linkUrl":null,"newWindow":null,"linkInternal":null,"alt":"favorite filled","icon":"favorite-filled","block-name":null,"hide-from-section":null,"newWindowLink":true},{"id":"tmjtmk","type":"rich-text","variants":{"padding-top":null,"padding-bottom":null,"invert-colors":null,"padding-all":null,"padding-left":null,"padding-right":null,"padding-x":null,"_custom":null},"bodyText":"

Life Insurance

","linkUrl":null,"newWindow":null,"linkInternal":null,"block-name":null,"hide-from-section":null}],"linkUrl":null,"newWindow":null,"linkInternal":null,"backgroundMediaSrc":null,"section-name":null,"overlay-show":null,"gradient-show":null,"block-name":null,"newWindowLink":true}],"linkUrl":null,"newWindow":null,"linkInternal":null,"section-name":null,"newWindowLink":true},{"id":"jtxzhk","type":"columns","variants":{"layout":"contained","padding-top":null,"padding-bottom":null,"column-style":null,"order":null,"offset":null,"vertical-alignment":null,"horizontal-alignment":null,"bg-color":null,"padding-all":null,"padding-left":null,"padding-right":null,"padding-x":null,"_custom":null},"column-count":4,"blocks":[{"id":"yknb5h","type":"rows","variants":{"layout":"full-width","padding-top":"pt-small","padding-bottom":null,"row-style":null,"bg-color":null,"align-items":null,"bg-overlay":null,"bg-gradient":null,"padding-all":null,"padding-left":null,"padding-right":null,"padding-x":null,"_custom":null,"overlay-opacity":"medium-overlay","gradient-color":"black-gradient"},"rowHeight":"auto","blocks":[{"id":"hs7ngx","type":"icon","variants":{"size":"huge","text-align":"align-center","padding-all":null,"padding-top":null,"padding-bottom":null,"padding-left":null,"padding-right":null,"padding-x":null,"_custom":null},"linkUrl":null,"newWindow":null,"linkInternal":null,"alt":"anchor link","icon":"anchor-link","block-name":null,"hide-from-section":null,"newWindowLink":true},{"id":"cskr98","type":"rich-text","variants":{"padding-top":null,"padding-bottom":null,"invert-colors":null,"padding-all":null,"padding-left":null,"padding-right":null,"padding-x":null,"_custom":null},"bodyText":"

Retirement Planning

","linkUrl":null,"newWindow":null,"linkInternal":null,"block-name":null,"hide-from-section":null}],"linkUrl":null,"newWindow":null,"linkInternal":null,"backgroundMediaSrc":null,"section-name":null,"overlay-show":null,"gradient-show":null,"block-name":null,"newWindowLink":true},{"id":"kbg9bq","type":"rows","variants":{"layout":"full-width","padding-top":"pt-small","padding-bottom":null,"row-style":null,"bg-color":null,"align-items":null,"bg-overlay":null,"bg-gradient":null,"padding-all":null,"padding-left":null,"padding-right":null,"padding-x":null,"_custom":null,"overlay-opacity":"medium-overlay","gradient-color":"black-gradient"},"rowHeight":"auto","blocks":[{"id":"ctwn7x","type":"icon","variants":{"size":"huge","text-align":"align-center","padding-all":null,"padding-top":null,"padding-bottom":null,"padding-left":null,"padding-right":null,"padding-x":null,"_custom":null},"linkUrl":null,"newWindow":null,"linkInternal":null,"alt":"favorite filled","icon":"favorite-filled","block-name":null,"hide-from-section":null,"newWindowLink":true},{"id":"jrnq4v","type":"rich-text","variants":{"padding-top":null,"padding-bottom":null,"invert-colors":null,"padding-all":null,"padding-left":null,"padding-right":null,"padding-x":null,"_custom":null},"bodyText":"

Life Insurance

","linkUrl":null,"newWindow":null,"linkInternal":null,"block-name":null,"hide-from-section":null}],"linkUrl":null,"newWindow":null,"linkInternal":null,"backgroundMediaSrc":null,"section-name":null,"overlay-show":null,"gradient-show":null,"block-name":null,"newWindowLink":true},{"id":"t9rbf3","type":"rows","variants":{"layout":"full-width","padding-top":"pt-small","padding-bottom":null,"row-style":null,"bg-color":null,"align-items":null,"bg-overlay":null,"bg-gradient":null,"padding-all":null,"padding-left":null,"padding-right":null,"padding-x":null,"_custom":null,"overlay-opacity":"medium-overlay","gradient-color":"black-gradient"},"rowHeight":"auto","blocks":[{"id":"r7hbv9","type":"icon","variants":{"size":"huge","text-align":"align-center","padding-all":null,"padding-top":null,"padding-bottom":null,"padding-left":null,"padding-right":null,"padding-x":null,"_custom":null},"linkUrl":null,"newWindow":null,"linkInternal":null,"alt":"circle plus","icon":"circle-plus","block-name":null,"hide-from-section":null,"newWindowLink":true},{"id":"hhfjf6","type":"rich-text","variants":{"padding-top":null,"padding-bottom":null,"invert-colors":null,"padding-all":null,"padding-left":null,"padding-right":null,"padding-x":null,"_custom":null},"bodyText":"

Long Term Care Insurance

","linkUrl":null,"newWindow":null,"linkInternal":null,"block-name":null,"hide-from-section":null}],"linkUrl":null,"newWindow":null,"linkInternal":null,"backgroundMediaSrc":null,"section-name":null,"overlay-show":null,"gradient-show":null,"block-name":null,"newWindowLink":true},{"id":"rry98c","type":"rows","variants":{"layout":"full-width","padding-top":"pt-small","padding-bottom":null,"row-style":null,"bg-color":null,"align-items":null,"bg-overlay":null,"bg-gradient":null,"padding-all":null,"padding-left":null,"padding-right":null,"padding-x":null,"_custom":null,"overlay-opacity":"medium-overlay","gradient-color":"black-gradient"},"rowHeight":"auto","blocks":[{"id":"j75gmy","type":"icon","variants":{"size":"huge","text-align":"align-center","padding-all":null,"padding-top":null,"padding-bottom":null,"padding-left":null,"padding-right":null,"padding-x":null,"_custom":null},"linkUrl":null,"newWindow":null,"linkInternal":null,"alt":"compliance","icon":"compliance","block-name":null,"hide-from-section":null,"newWindowLink":true},{"id":"x7qf2f","type":"rich-text","variants":{"padding-top":null,"padding-bottom":null,"invert-colors":null,"padding-all":null,"padding-left":null,"padding-right":null,"padding-x":null,"_custom":null},"bodyText":"

Disability Insurance

","linkUrl":null,"newWindow":null,"linkInternal":null,"block-name":null,"hide-from-section":null}],"linkUrl":null,"newWindow":null,"linkInternal":null,"backgroundMediaSrc":null,"section-name":null,"overlay-show":null,"gradient-show":null,"block-name":null,"newWindowLink":true}],"linkUrl":null,"newWindow":null,"linkInternal":null,"section-name":null,"newWindowLink":true},{"id":"hsznzm","type":"columns","variants":{"layout":"contained","padding-top":null,"padding-bottom":null,"column-style":null,"order":null,"offset":null,"vertical-alignment":null,"horizontal-alignment":null,"bg-color":null,"padding-all":null,"padding-left":null,"padding-right":null,"padding-x":null,"_custom":null},"rowHeight":"auto","blocks":[{"id":"xvxhhz","type":"rows","variants":{"layout":"full-width","padding-top":"pt-small","padding-bottom":null,"row-style":null,"bg-color":null,"align-items":null,"bg-overlay":null,"bg-gradient":null,"padding-all":null,"padding-left":null,"padding-right":null,"padding-x":null,"_custom":null,"overlay-opacity":"medium-overlay","gradient-color":"black-gradient"},"rowHeight":"auto","blocks":[{"id":"pshqgc","type":"icon","variants":{"size":"huge","text-align":"align-center","padding-all":null,"padding-top":null,"padding-bottom":null,"padding-left":null,"padding-right":null,"padding-x":null,"_custom":null},"linkUrl":null,"newWindow":null,"linkInternal":null,"alt":"form icon","icon":"form-icon","block-name":null,"hide-from-section":null,"newWindowLink":true},{"id":"bv9vfg","type":"rich-text","variants":{"padding-top":null,"padding-bottom":null,"invert-colors":null,"padding-all":null,"padding-left":null,"padding-right":null,"padding-x":null,"_custom":null},"bodyText":"

Child Gifting/ College Saving

","linkUrl":null,"newWindow":null,"linkInternal":null,"block-name":null,"hide-from-section":null}],"linkUrl":null,"newWindow":null,"linkInternal":null,"backgroundMediaSrc":null,"section-name":null,"overlay-show":null,"gradient-show":null,"block-name":null,"newWindowLink":true},{"id":"q2zjhk","type":"rows","variants":{"layout":"full-width","padding-top":"pt-small","padding-bottom":null,"row-style":null,"bg-color":null,"align-items":null,"bg-overlay":null,"bg-gradient":null,"padding-all":null,"padding-left":null,"padding-right":null,"padding-x":null,"_custom":null,"overlay-opacity":"medium-overlay","gradient-color":"black-gradient"},"rowHeight":"auto","blocks":[{"id":"dhcjn4","type":"icon","variants":{"size":"huge","text-align":"align-center","padding-all":null,"padding-top":null,"padding-bottom":null,"padding-left":null,"padding-right":null,"padding-x":null,"_custom":null},"linkUrl":null,"newWindow":null,"linkInternal":null,"alt":"redo","icon":"redo","block-name":null,"hide-from-section":null,"newWindowLink":true},{"id":"phcdj2","type":"rich-text","variants":{"padding-top":null,"padding-bottom":null,"invert-colors":null,"padding-all":null,"padding-left":null,"padding-right":null,"padding-x":null,"_custom":null},"bodyText":"

Tax Reduction Strategies

","linkUrl":null,"newWindow":null,"linkInternal":null,"block-name":null,"hide-from-section":null}],"linkUrl":null,"newWindow":null,"linkInternal":null,"backgroundMediaSrc":null,"section-name":null,"overlay-show":null,"gradient-show":null,"block-name":null,"newWindowLink":true},{"id":"m4m6fn","type":"rows","variants":{"layout":"full-width","padding-top":"pt-small","padding-bottom":null,"row-style":null,"bg-color":null,"align-items":null,"bg-overlay":null,"bg-gradient":null,"padding-all":null,"padding-left":null,"padding-right":null,"padding-x":null,"_custom":null,"overlay-opacity":"medium-overlay","gradient-color":"black-gradient"},"rowHeight":"auto","blocks":[{"id":"rncskg","type":"icon","variants":{"size":"huge","text-align":"align-center","padding-all":null,"padding-top":null,"padding-bottom":null,"padding-left":null,"padding-right":null,"padding-x":null,"_custom":null},"linkUrl":null,"newWindow":null,"linkInternal":null,"alt":"emoji","icon":"emoji","block-name":null,"hide-from-section":null,"newWindowLink":true},{"id":"tkz5k8","type":"rich-text","variants":{"padding-top":null,"padding-bottom":null,"invert-colors":null,"padding-all":null,"padding-left":null,"padding-right":null,"padding-x":null,"_custom":null},"bodyText":"

Coordination with other Professionals

","linkUrl":null,"newWindow":null,"linkInternal":null,"block-name":null,"hide-from-section":null}],"linkUrl":null,"newWindow":null,"linkInternal":null,"backgroundMediaSrc":null,"section-name":null,"overlay-show":null,"gradient-show":null,"block-name":null,"newWindowLink":true},{"id":"rtb69d","type":"rows","variants":{"layout":"full-width","padding-top":"pt-small","padding-bottom":null,"row-style":null,"bg-color":null,"align-items":null,"bg-overlay":null,"bg-gradient":null,"padding-all":null,"padding-left":null,"padding-right":null,"padding-x":null,"_custom":null,"overlay-opacity":"medium-overlay","gradient-color":"black-gradient"},"rowHeight":"auto","blocks":[{"id":"gmsmfg","type":"icon","variants":{"size":"huge","text-align":"align-center","padding-all":null,"padding-top":null,"padding-bottom":null,"padding-left":null,"padding-right":null,"padding-x":null,"_custom":null},"linkUrl":null,"newWindow":null,"linkInternal":null,"alt":"form","icon":"form","block-name":null,"hide-from-section":null,"newWindowLink":true},{"id":"hfzvtg","type":"rich-text","variants":{"padding-top":null,"padding-bottom":null,"invert-colors":null,"padding-all":null,"padding-left":null,"padding-right":null,"padding-x":null,"_custom":null},"bodyText":"

Buy/Sell Agreements

Key Employee Coverage

","linkUrl":null,"newWindow":null,"linkInternal":null,"block-name":null,"hide-from-section":null}],"linkUrl":null,"newWindow":null,"linkInternal":null,"backgroundMediaSrc":null,"section-name":null,"overlay-show":null,"gradient-show":null,"block-name":null,"newWindowLink":true}],"linkUrl":null,"newWindow":null,"linkInternal":null,"backgroundMediaSrc":null,"section-name":null,"conditionalDisplay":null,"overlay-toggle":null,"gradient-toggle":null,"block-name":null,"overlay-show":null,"gradient-show":null,"column-count":4,"newWindowLink":true}],"linkUrl":null,"newWindow":null,"linkInternal":null,"backgroundMediaSrc":null,"section-name":null,"overlay-show":null,"gradient-show":null,"block-name":null,"newWindowLink":true}],"newWindowLink":true}],"linkUrl":null,"newWindow":null,"linkInternal":null,"backgroundMediaSrc":null,"section-name":null,"conditionalDisplay":null,"overlay-toggle":null,"gradient-toggle":null,"displayLinkProperties":null,"block-name":null,"overlay-show":null,"gradient-show":null}]},{"id":"m7k66g","type":"container","variants":{"layout":"carousel","child-width":"slim","vertical-alignment":null,"layout-width":null,"bg-color":"themed-dark","padding-top":null,"padding-bottom":null,"carousel-indicator":"carousel_numbers"},"rowHeight":"auto","blocks":[{"type":"container","blocks":[{"type":"content-card","variants":{"align-image":null,"hidden":false,"background":null,"text-align":null,"padding-x":null,"bg-color":null,"padding-top":null,"padding-bottom":null,"secondary-style":null,"text-vert-align":"text-center","cardStyle":"callouts-section"},"primaryLabel":"View Calculators","secondaryLabel":"View Calculators","media":null,"overline":"","headline":"

Calculators

","primaryButton":false,"primaryUrl":"/education/calculators","primaryBtnNewTab":false,"secondaryButton":true,"secondaryUrl":"/education/calculators","secondaryBtnNewTab":null,"disclosure":null,"secondaryBtnIcon":"arrow-right","primaryBtnIconPlacement":"icon-right","secondaryBtnIconPlacement":"icon-right","mediaWidth":50,"facebook":"{{{ user.ddcUserData.facebookUrlTxt }}}","linkedin":"{{{ user.ddcUserData.lnkdinUrlTxt }}}","twitter":"{{{ user.ddcUserData.twitterUrlTxt }}}","id":"wr9rhv","libraryBlockId":"h3xxbw","copySelfEdit":true,"bodyText":"

You can review interesting calculators on my site.

"}],"variants":{"layout":null,"hidden":false,"layout-width":null,"bg-color":"themed-light","vertical-alignment":null,"child-width":null,"padding-x":null,"padding-left":null,"padding-right":null,"padding-top":"pt-small","padding-bottom":"pb-small","carousel-indicator":"carousel_numbers"},"rowHeight":"auto","blockLink":false,"tag":"a","hasAccordion":null,"locked":null,"allowTypes":null,"restrictTypes":null,"primaryLabel":"Primary Button","secondaryLabel":"Read more","media":"https://agentdeployments.blob.core.windows.net/$web/brands/3/websites/154/uploads/image%202%20%288%29.png","overline":"","headline":"

Having control over your day-to-day finances

","richText":"

Money is personal, and emotional, but it doesn’t have to be scary. Understanding how your day-to-day finances and your emotions are connected can help you take more control of your financial situation.

","primaryButton":false,"primaryUrl":null,"primaryBtnNewTab":null,"secondaryButton":true,"secondaryUrl":"/education/articles/having-control-over-your-day-to-day-finances","secondaryBtnNewTab":null,"disclosure":null,"secondaryBtnIcon":"arrow-right","helpTip":true,"id":"kvxmy2","libraryBlockId":"psyfmq","showArrows":true,"accordionText":"Accordion"},{"type":"container","variants":{"layout":null,"hidden":false,"layout-width":null,"bg-color":"themed-light","vertical-alignment":null,"child-width":null,"padding-x":null,"padding-left":null,"padding-right":null,"padding-top":"pt-small","padding-bottom":"pb-small","carousel-indicator":"carousel_numbers"},"primaryLabel":"Primary Button","secondaryLabel":"Read more","media":"https://agentdeployments.blob.core.windows.net/$web/brands/3/websites/154/uploads/image%202%20%286%29.png","overline":"","headline":"

Easy steps for starting a “surprise” fund

","richText":"

Surprises happen, and they can get very expensive. Whether you have a Surprise fund already or not, these easy steps can help you feel secure and prepared for any future surprise expenses.

","primaryButton":false,"primaryUrl":null,"primaryBtnNewTab":null,"secondaryButton":true,"secondaryUrl":"/education/articles/easy-steps-for-starting-a-surprise-fund","secondaryBtnNewTab":null,"disclosure":null,"secondaryBtnIcon":"arrow-right","blocks":[{"type":"content-card","variants":{"align-image":null,"hidden":false,"background":null,"text-align":null,"padding-x":"px-small","secondary-style":null,"text-vert-align":"text-center","cardStyle":"callouts-section","padding-top":null,"padding-bottom":"pb-medium"},"primaryLabel":"Contact Us","secondaryLabel":"Contact Us","media":null,"overline":"","headline":"

Contact Us

","primaryButton":false,"primaryUrl":"/contact-us","primaryBtnNewTab":null,"secondaryButton":true,"secondaryUrl":"/contact-us","secondaryBtnNewTab":null,"disclosure":null,"secondaryBtnIcon":"arrow-right","primaryBtnIconPlacement":"icon-right","secondaryBtnIconPlacement":"icon-right","mediaWidth":50,"facebook":"{{{ user.ddcUserData.facebookUrlTxt }}}","linkedin":"{{{ user.ddcUserData.lnkdinUrlTxt }}}","twitter":"{{{ user.ddcUserData.twitterUrlTxt }}}","helpTip":true,"id":"rzwv5c","libraryBlockId":"hmh3sv","copySelfEdit":true,"bodyText":"

Please feel free to contact us with any questions.

"}],"hasAccordion":null,"locked":null,"allowTypes":null,"restrictTypes":null,"id":"rtffpk","libraryBlockId":"smjmyd","showArrows":true,"accordionText":"Accordion"},{"type":"container","variants":{"layout":null,"hidden":false,"layout-width":null,"bg-color":"themed-light","vertical-alignment":null,"child-width":null,"padding-x":null,"padding-left":null,"padding-right":null,"padding-top":"pt-small","padding-bottom":"pb-small","carousel-indicator":"carousel_numbers"},"primaryLabel":"Primary Button","secondaryLabel":"Read more","media":"https://agentdeployments.blob.core.windows.net/$web/brands/3/websites/154/uploads/image%202%20%286%29.png","overline":"","headline":"

Easy steps for starting a “surprise” fund

","richText":"

Surprises happen, and they can get very expensive. Whether you have a Surprise fund already or not, these easy steps can help you feel secure and prepared for any future surprise expenses.

","primaryButton":false,"primaryUrl":null,"primaryBtnNewTab":null,"secondaryButton":true,"secondaryUrl":"/education/articles/easy-steps-for-starting-a-surprise-fund","secondaryBtnNewTab":null,"disclosure":null,"secondaryBtnIcon":"arrow-right","blocks":[{"type":"content-card","variants":{"align-image":null,"hidden":false,"background":null,"text-align":null,"padding-x":null,"bg-color":null,"padding-top":null,"padding-bottom":null,"secondary-style":null,"text-vert-align":"text-center","cardStyle":"callouts-section"},"primaryLabel":"View Calculators","secondaryLabel":"View Videos","media":null,"overline":"","headline":"

Videos

","primaryButton":false,"primaryUrl":"/education/calculators","primaryBtnNewTab":false,"secondaryButton":true,"secondaryUrl":"/resources/videos","secondaryBtnNewTab":null,"disclosure":null,"secondaryBtnIcon":"arrow-right","primaryBtnIconPlacement":"icon-right","secondaryBtnIconPlacement":"icon-right","mediaWidth":50,"facebook":"{{{ user.ddcUserData.facebookUrlTxt }}}","linkedin":"{{{ user.ddcUserData.lnkdinUrlTxt }}}","twitter":"{{{ user.ddcUserData.twitterUrlTxt }}}","id":"jccxsb","libraryBlockId":"tndmm3","copySelfEdit":true,"bodyText":"

We have interesting videos for you to watch on my site.

"}],"hasAccordion":null,"locked":null,"allowTypes":null,"restrictTypes":null,"id":"gsp3rr","libraryBlockId":"vjbkvm","showArrows":true,"accordionText":"Accordion"}],"locked":null,"allowTypes":null,"restrictTypes":null,"column-count":3,"tag":"div","contentRef":null,"linkUrl":null,"newWindow":null,"linkInternal":null,"backgroundMediaSrc":null,"helpTip":true,"libraryBlockId":"tdk53g","showArrows":true,"accordionText":"Accordion"},{"id":"q5nj2j","type":"rows","variants":{"layout":"full-bleed","padding-top":"pt-huge","padding-bottom":"pb-medium"},"rowHeight":"auto","blocks":[{"id":"btrmfw","type":"container","variants":{"child-width":"slim","carousel-indicator":"carousel_numbers","layout-width":"contained","padding-top":null,"padding-bottom":"pb-medium","layout":null,"vertical-alignment":null,"horizontal-align":null,"bg-color":null,"padding-all":null,"padding-left":null,"padding-right":null,"padding-x":null,"_custom":null},"showArrows":true,"accordionText":"Accordion","blocks":[{"id":"w4ddvq","type":"rich-text","variants":{"padding-top":null,"padding-bottom":null,"invert-colors":null,"padding-all":null,"padding-left":null,"padding-right":null,"padding-x":null,"_custom":null},"bodyText":"

Articles

","linkUrl":null,"newWindow":null,"linkInternal":null,"block-name":null,"hide-from-section":null,"libraryBlockId":"ymd6xz"}],"linkUrl":null,"newWindow":null,"linkInternal":null,"intro-text-show":null,"intro-text":null,"height":null,"intervalSwipeTime":null,"section-name":null,"hasAccordion":null,"libraryBlockId":"wwf3x3"},{"id":"mgc7yh","type":"container","variants":{"child-width":"slim","carousel-indicator":"carousel_numbers","layout-width":"contained","padding-top":null,"padding-bottom":null,"layout":null,"vertical-alignment":null,"horizontal-align":null,"bg-color":null,"padding-all":null,"padding-left":null,"padding-right":null,"padding-x":null,"_custom":null},"showArrows":true,"accordionText":"Accordion","blocks":[{"id":"t3k6yt","type":"articles","variants":{"layout":"contained","child-width":"slim","padding-all":null,"padding-top":null,"padding-bottom":null,"padding-left":null,"padding-right":null,"padding-x":null,"_custom":null},"showMedia":true,"showHeadline":true,"showBody":true,"container-type":"container","column-count":"2","linkUrl":null,"newWindow":null,"linkInternal":null,"libraryFilters":{"sortBy":{"columnTitle":"createdDt","isAscending":false},"categoryIds":null},"update-items":null,"items":[{"id":126118,"localItemId":"RH832L6bRn-gTFO6LJntV","createdBy":"k.spohrer@fusion92.com","createdDt":"2024-05-22T16:57:04.92","description":"Having control over your day-to-day finances","expirationDt":"2026-05-22T00:00:00","handle":"41972a29-270f-4374-b7e8-3a8607ade63a","title":"Having control over your day-to-day finances","type":"article","presetSettings":{"altText":"Having control over your day-to-day finances","bodyText":"

","headline":"Having control over your day-to-day finances","overline":null,"url":"https://f92core-builder-prod-sites.azureedge.net/brands/3/uploads/thumbnail-article-having-control-over-your-day-to-day-finances-x.png","webHostedAssetUrl":null,"page":{"urlSlug":"having-control-over-your-day-to-day-finances","ctaText":"Read More"}},"expanded":false},{"id":126119,"localItemId":"f-Tk6Wyof4H-dnUoz1oWU","createdBy":"k.spohrer@fusion92.com","createdDt":"2024-05-22T17:02:39.803","description":"Easy steps for starting a \"surprise\" fund","expirationDt":"2025-02-10T00:00:00","handle":"7029a341-41a2-4e74-95e0-11c4e4176f61","title":"Easy steps for starting a \"surprise\" fund","type":"article","presetSettings":{"altText":"Easy steps for starting a \"surprise\" fund","bodyText":"

Surprises happen, and they can get very expensive. Whether you have a \"surprise fund\" already or not, these easy steps can help you feel secure and prepared for any future surprise expenses.

","headline":"Easy steps for starting a \"surprise\" fund","overline":null,"url":"https://f92core-builder-prod-sites.azureedge.net/brands/3/uploads/thumbnail-article-easy-steps-for-starting-surprise-fund.png","webHostedAssetUrl":null,"page":{"urlSlug":"easy-steps-for-starting-a-surprise-fund","ctaText":"Read More"}},"expanded":false},{"id":126121,"localItemId":"dgTx1zTK139_N9_jsvDWS","createdBy":"k.spohrer@fusion92.com","createdDt":"2024-05-22T17:09:21.977","description":"Budgeting for a non-budgeter","expirationDt":"2025-02-10T00:00:00","handle":"3c1dd27b-a7a6-490e-b6d7-61a247a7268b","title":"Budgeting for a non-budgeter","type":"article","presetSettings":{"altText":"Budgeting for a non-budgeter","bodyText":"

Budgeting doesn’t have to be a scary word. Take the fear out of budgeting with these simple tips, tricks, and ideas to help even a beginning budgeter get started.

","headline":"Budgeting for a non-budgeter","overline":null,"url":"https://f92core-builder-prod-sites.azureedge.net/brands/3/uploads/thumbnail-article-budgeting-for-a-non-budgeter.png","webHostedAssetUrl":null,"page":{"urlSlug":"budgeting-for-a-non-budgeter","ctaText":"Read More"}},"expanded":false},{"id":126126,"localItemId":"KMwwUc3NUyniRU_v1SbG4","createdBy":"k.spohrer@fusion92.com","createdDt":"2024-05-22T17:56:06.223","description":"Should you combine your finances after getting married","expirationDt":"2025-02-10T00:00:00","handle":"38a3e773-11e6-410f-abf5-f556a47c2625","title":"Should you combine your finances after getting married","type":"article","presetSettings":{"altText":"Should you combine your finances after getting married","bodyText":"

Whether or not to tie your finances together after you’ve tied the knot is a big question for all newly married couples. Here’s what you need to consider before making the decision.

","headline":"Should you combine your finances after getting married","overline":null,"url":"https://f92core-builder-prod-sites.azureedge.net/brands/3/uploads/thumbnail-article-should-you-combine-finances-after-getting-married.png","webHostedAssetUrl":null,"page":{"urlSlug":"should-you-combine-your-finances-after-getting-married","ctaText":"Read More"}},"expanded":false},{"id":126128,"localItemId":"drTGIH9-aHEUiLGqRL4y0","createdBy":"k.spohrer@fusion92.com","createdDt":"2024-05-22T18:10:28.067","description":"5 things to do after divorce to help build financial freedom","expirationDt":"2025-02-10T00:00:00","handle":"8dd720b4-dc76-42ec-9856-d0c3d0d4293a","title":"5 things to do after divorce to help build financial freedom","type":"article","presetSettings":{"altText":"5 things to do after divorce to help build financial freedom","bodyText":"

Divorce is a reality that half of married couples will face in their lifetime—it’s an emotionally challenging time for most, but bringing a thoughtful approach to your finances throughout the process can ensure that you come out on the other side prepared for your new life.

","headline":"5 things to do after divorce to help build financial freedom","overline":null,"url":"https://f92core-builder-prod-sites.azureedge.net/brands/3/uploads/thumbnail-article-5-things-to-do-after-divorce-to-help-build-financial-freedom.png","webHostedAssetUrl":null,"page":{"urlSlug":"5-steps-to-financial-freedom-after-divorce","ctaText":"Read More"}},"expanded":false}],"showDatePublished":null,"parent":null,"libraryBlockId":"ws4b4s"},{"id":"s8yfdn","type":"button","variants":{"style":"secondary","icon-placement":"icon-right","padding-top":null,"padding-bottom":null,"options":null,"text-align":null,"padding-all":null,"padding-left":null,"padding-right":null,"padding-x":null,"_custom":null},"linkUrl":null,"newWindow":null,"linkInternal":null,"icon":"arrow-right","label":"More insights and resources","url":"/resources/articles","block-name":null,"hide-from-section":null,"alt":"arrow right","libraryBlockId":"d9mxrz"}],"linkUrl":null,"newWindow":null,"linkInternal":null,"intro-text-show":null,"intro-text":null,"height":null,"intervalSwipeTime":null,"section-name":null,"hasAccordion":null,"libraryBlockId":"xxstrm"}],"libraryBlockId":"c9vnpq"},{"type":"rows","variants":{"layout":"full-bleed","padding-top":"pt-medium","padding-bottom":"pb-medium"},"rowHeight":"","blocks":[{"type":"map","variants":{"padding-top":null,"padding-bottom":null},"address":{"line1":"{{{ user.ddcUserData.busLocAddrLn1tx }}}","line2":"{{{ user.ddcUserData.busLocAddrLn2Tx }}}","line3":"{{{ user.ddcUserData.busLocAddrLn3tx }}}","city":"{{{ user.ddcUserData.busLocAddrCityNm }}}","state":"{{{ user.ddcUserData.busLocAddrStateCode }}}","zip":"{{{ user.ddcUserData.busLocAddrZipCode }}}"},"linkUrl":null,"newWindow":null,"linkInternal":null,"id":"y44d8k","libraryBlockId":"by28c2"}],"helpTip":true,"id":"kgcqbn","libraryBlockId":"fkvkdc","showBreadcrumb":true,"overline":"Overline","headline":"Headline lorem ipsum dolor sit","subline":"Subline Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor","bodyText":"Body Copy Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna.","button-primary-label":"Primary Button","button-secondary-label":"Secondary Button","button-tertiary-label":"Tertiary Button"}]

Meet Our Team

PJ Haggerty

Financial Services Professional

Brent Agee

Financial Services Professional