Take the first step toward reaching your Financial Goals


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

Attend an Event

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.

Upcoming Seminars:

October 10
State of the Union
6:00 pm | Cohen’s Retreat

Upcoming Drives:

October 28 — November 15
Thanksgiving Food Drive with Second Harvest

Upcoming Client Events:

October 29
Habitat for Humanity Team Build Day
December 19
Client Appreciation Holiday Party

5:30 – 9 p.m. | Alee Shriners

Rather meet One-on-one?

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

Or give us a call at 912.354.4200