Spotlight on Dave Clayman of Twelve Points Wealth Management.  The Total Counselor Allen Margulis and Dave Clayman talk in this segment about Goal based planning, the Minds around the table in the office and outside and how the Twelve Points Wealth Management Team  approaches planning for their clients.  A great conversation as we expand the Minds Around theTable TM

Spotlight on Dave Clayman of Twelve Points Wealth Management.  The Total Counselor Allen Margulis and Dave Clayman talk in this segment about Dave's idea of looking at the total plan, asset allocation, volatility and the overall process for planning with the team at Twelve Points Wealth Management.  A great conversation as we expand the Minds Around theTable TM

Spotlight on Dave Clayman of Twelve Points Wealth Management.  The Total Counselor Allen Margulis and Dave Clayman talk in this segment about Dave's reading list, roboadvisors, the nonjudgment zone of financial advisory.  A great conversation as we expand the Minds Around theTable TM

Spotlight on Dave Clayman of Twelve Points Wealth Management.  The Total Counselor Allen Margulis and Dave talk in this segment about parental instinct, paying for education and financial planning key point. A great conversation as we expand the Minds Around theTable TM

Spotlight on Bryan Rourke of Hayden Wood Insurance Agency.  The Total Counselor Allen Margulis and Bryan Rourke discuss the core of Bryan's "heads around the table" and Allen's "minds around the table".  They describe how everyone should have a team of professional communicating to best attain the goals of that individual.  A great conversation as we expand the Minds Around theTable TM

Spotlight on Bryan Rourke of Hayden Wood Insurance Agency.  The Total Counselor Allen Margulis and Bryan Rourke discuss the core of Bryan's "heads around the table" and Allen's "minds around the table".  They describe how everyone should have a team of professional communicating to best attain the goals of that individual.  A great conversation as we expand the Minds Around theTable TM

Spotlight on Bryan Rourke of Hayden Wood Insurance Agency.  The Total Counselor Allen Margulis and Bryan Rourke discuss the core of Bryan's "heads around the table" and Allen's "minds around the table".  They describe how everyone should have a team of professional communicating to best attain the goals of that individual.  A great conversation as we expand the Minds Around theTable TM

Spotlight on Bryan Rourke of Hayden Wood Insurance Agency.  The Total Counselor Allen Margulis and Bryan Rourke discuss the core of Bryan's "heads around the table" and Allen's "minds around the table".  They describe how everyone should have a team of professional communicating to best attain the goals of that individual.  A great conversation as we expand the Minds Around theTable TM

Spotlight on Richard Wallner of Lakeside Financial, LLC.  The Total Counselor Allen Margulis and Rich Wallner discuss Investments, Insurance and the “need behind the need”.  A great conversation as we expand the Minds Around the Table^TM

Spotlight on Richard Wallner of Lakeside Financial, LLC.  The Total Counselor Allen Margulis and Rich Wallner discuss Investments, Insurance and the “need behind the need”.  A great conversation as we expand the Minds Around the Table^TM

Spotlight on Richard Wallner of Lakeside Financial, LLC.  The Total Counselor Allen Margulis and Rich Wallner discuss Investments, Insurance, the “need behind the need” and "plan, plan and when your done plan some more".  A great conversation as we expand the Minds Around the Table^TM

Spotlight on Richard Wallner of Lakeside Financial, LLC.  The Total Counselor Allen Margulis and Rich Wallner discuss Investments, Insurance and the “need behind the need”.  A great conversation as we expand the Minds Around the Table^TM