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Summer Fun
International Medical
Don't leave the country without this important medical coverage! 

Most health insurance plans in the US don't cover someone if they leave the country. And most "travel" insurances sold with a package don't properly cover unexpected medical expenses. 

Whether you are going for a week, or months, with a group, or all alone - be sure to cover yourself.  Anthem's international medical coverage with GeoBlue is the perfect solution. Flexible, affordable plans are easy to understand and easy to apply for. If you have any questions, please reach out to your Advisor! 

Sun Safety
Nearly 5 million people are treated for skin cancer each year in the United States. 

Skin cancer can be serious, expensive, and sometimes even deadly. Fortunately, most skin cancers can be prevented.

* Ultraviolet (UV) rays-from the sun or from artificial sources like tanning beds-are known to cause skin cancer.

* Damage from exposure to UV rays builds up over time, so sun protection should start at an early age.
Summer Screen Time Strategies
Don't sweat screen time this summer! 

Media should work for you & work within your family values & parenting style. When media is used thoughtfully & appropriately, media can enhance daily life. But when used inappropriately or without thought, media can displace many important activities such as face-to-face interaction, family-time, outdoor-play, exercise, unplugged downtime & sleep. Summer brings an extra challenge as kids are typically out of school with more free time on their hands. 

By creating a Personalized Family Media Use Plan, you can be aware of when you are using media to achieve your purpose. This requires parents & users to think about what they want those purposes to be. The tool below will help you to think about media & create goals & rules that are in line with your family's values.

Spotlight: Starting Early 
When you're starting a family, 
you face perhaps the most daunting financial pressures you'll encounter at any stage of life. 

Expenses like a new home and young children weigh heavily, and you're likely still early in your career, far from your peak earning potential. Meanwhile, you need to begin saving for the future: college for the kids, a nest egg for you and your spouse. 

How can you address all of these obligations at once?

Your Advisor is ready to help you plan. 
Call today.  

What Does Your Broker Do For You?
As we continue to grow, we want to thank you for your continued support and referrals.  Our business relies on referrals from clients who have learned the value of having us on their side.  

If you would like to share a story of how we've helped you, please
email Sarah at

Submissions will be entered into a drawing for a gift card, and with your permission, your story may even be featured in our next newsletter or on our Facebook page!  

Jim Roesch, 
CEO and Chief Visionary Director