Download Helpful eBooks, Guides, Resources and White Papers from our Library
For Jimmy's Sake...
HIPPA Privacy Authorization Form
Advanced Healthcare Directives
Referenced Guide from Insurance Company
What you need to know about Estate Planning, Wills, Trusts, POA, and more...
Transition Guide - Changing Jobs or Employers
Articles
Medical Professionals: A Prescription for your Financial Health
College Planning
Saving for College
Employer Resources
Employee Benefits for Special Circumstances
What You Need to Know About Retirement Plans
Business Owners Guide to Retirement Plans
Financial Planning
"Retire Now" Client Discovery Fact Finder
New Client Discovery Fact Finder
PPCG Financial Planning Guide
Investing
Determine Your Risk Score - Answer 6 Questions - (RTQ)
Benefits of Tax-Advantaged Savings Strategies
What You Need to Know About Annuities
Life Events
Planning for ReMarriage
Reference
Answering the Financial Questions that Count
Sample PPCG Monthly Newsletter
Retirement
Planning for Social Security - Find my optimal Social Security Claiming Strategy
Risk Management
Healthcare Costs in Retirement and Long-term Care
Tax Advantaged Strategies
Roth Conversion Guide
