Money Tips

It's never too late to get your finances in order. We make it easy to reach your financial goals and are here to help. If you want to grab hold of your finances here are a few tips to get you started.

Make a budget

Break the paycheck to paycheck cycle by creating a budget to help you see where your money is going. Making a budget is easier than ever with our FREE My Money Map tool. Set goals, track your spending and see all of your accounts in one place to see how well your spending goals match your spending habits. Use it for one month to see where your money goes, and make adjustments to maximize savings for the things that matter most.

Save for the unexpected

Kids get sick, cars break down, your phone falls in a puddle, life happens. Will you be prepared to pay for those emergencies? 69% of Americans have less than $1,000 in savings to cover emergencies*. Building a safety net for when life happens is as easy as paying yourself first. Saving $20 a paycheck gets you to $500. Start saving today and see how easy it is to be prepared for the unexpected.

Pay down debt

Paying down your debt as soon as possible will help you save on interest. When budgeting, remember to add in a little extra to your monthly payments to help pay your debt as soon as possible. Becoming debt free puts you in complete control of your money and most importantly, your life.


Once you have a budget, have money in an emergency fund and pay off your debt, It’s time to put your money to work. Investing with people that are accredited are crucial to your success. Our experienced team of investment professionals can help you with a variety of options. To learn more about our team and schedule a no-cost, no obligation appointment with an advisor click here.

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Financial Events

We offer Free Financial Seminars throughout the year that are open to the public.