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 Events

January 31
Taxes & IRA Income in Retirement
6:00 pm | Stow-Munroe Falls Public Library
February 9
Taxes & IRA Income in Retirement
6:00 pm | Cuyahoga Falls Public Library
February 8
How Will Inflation and the Next Recession Affect Your Retirement?
6:30 pm | Bender’s Tavern

Rather Meet

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

Or give us a call at 330.896.1644.