Take the first step toward reaching your

Financial Goals

Get the information that can help you live a confident retirement.


Our seminars focus on common financial concerns that individuals and families face in retirement, things like how to prepare for unexpected medical expenses and ways to create income to help support your desired lifestyle.

Attend one of our seminars to learn how addressing these concerns can help you feel more confident about the days ahead.

Forever Plaid & Bright Star Event Info

Complimentary Lunch or Dinner followed by a showing of Forever Plaid or Bright Star – Please Chose 1 event only
Join us for a discussion about today's retirement challenges.  These informational and entertaining events are by invitation only.  We are expecting a capacity audience and seating is limited, so please guarantee your reservations today by registering for this event.
Topics to be discussed:
  • Protect your principal against market volatility.
  • How to position your assets to help minimize taxes, fees and losses, and maximize income.
  • Shifting from accumulation to income and preservation of assets.
  • How do you create a stable, predictable income for life?
  • What should I do with my IRA, 401K, 403B or lump sum pension distributions?
  • Can I avoid financial challenges unexpected health care costs may create?
  • Wills and trusts - updating these and other important legal documents.


No upcoming events.

Rather Meet

Schedule a meeting with one of our team to create your financial strategy today.

Or give us a call at 931.484.4911