Meet Bill Corley, member of The Arrow Group

Bill Corley is a Certified Financial Planner at Corley Investment Management located in Folsom, California.


Posted in Blog, The Arrow Group

Improving lives through better retirement decisions

Financial advisors, now more than ever, must demonstrate value to clients in order to maintain and grow their businesses. But how?


Posted in Blog, Claiming Strategies, Free Download, Industry Advice, Planning Techniques, Retirement, Social Security

How deductions and exemptions can snowball


Posted in Blog, Fiduciary Rule, Free Download, Planning Techniques, Retirement, Tax Clarity, Tax Map, White Paper

Social Security Strategies in 2017

Joe Elsasser, CFP® and president of Covisum is passionate about improving lives through better financial decisions. He was recently featured on in, "Social Security savviness still pays off."


Posted in Blog, Claiming Strategies, In The News, Retirement, Social Security, Social Security Timing, Software Programs