Videos

Featured Videos

Looking for a good place to start? Check out one of these videos from our Founder & CEO.
Wealth Designed Life Defined

Wealth Designed. Life Defined.

Live Your Life By Design

Live Your Life By Design

2017 3rd Quarter Outlook Video

Your Carson Institutional Alliance Investment Committee discusses market updates from the past quarter and provides an outlook on the upcoming quarter. Contact us to speak with a Wealth Advisor.

2017 2nd Quarter Outlook Video

Your Carson Institutional Alliance Investment Committee discusses market updates from the past quarter and provides an outlook on the upcoming quarter. Contact us to speak with a Wealth Advisor.

Wealth Designed. Life Defined.

Why is process important to pursuing your financial goals and objectives? What does Wealth Designed. Life Defined. ™ mean? Watch this video to learn how your Harrison Wallace Financial Group team can help you live your life by design, not be default.

Estate Planning

Do you need an estate plan? Over the next 30 years, an estimated 30 trillion dollars in wealth is expected to transfer to Generation X and Millennials. How can you protect your legacy? Watch this video to learn how you can get started with your estate plan.

Financial Fitness

Much like your fitness goals, your financial goals will remain focused and stay on track with the help of an advisor.

Keeping Your Retirement Income Stream Growing and Flowing

With years of hard work and planning, many reach their financial goals and are able to retire. So how can you prepare for this stage in your life? Watch the video below for tips on how you can keep your income replacement stream growing & flowing.
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Downloadable Resource

8 Legitimate Tax Loopholes You May Be Missing

8 Legitimate Tax Loopholes You May Be Missing

As you reflect on the past year in preparation to meet with your accountant, consider these loopholes that may help you dodge the taxman.

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