Videos and downloads

Downloadable resources

2025 Year in Review Newsletter
End of year newsletter recapping 2025 highlights and what to expect in 2026.
LCMG Team Info Packet
Who we are info packet for public introduction
Confident Retirement conversation guide for wealth builders
This interactive brochure helps clients evaluate their current financial situation and prepare for the future.
Ameriprise Financial wellness flyer
Highlight that your practice offers a complimentary financial education program for local businesses.
Data summary sheet – interactive version
This data sheet captures data to have a Foundational or Comprehensive Advice conversation and includes calculations when completed electronically.