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

September 21
Dinner Seminar- Safeguarding your Savings from Higher Taxes
6:30 pm | Fleming’s Steakhouse
September 22
Maximizing Retirement Income & Exploring Tax Strategies
6:00 pm | Walsh University Barrette Business & Community Center
October 6
Maximizing Retirement Income & Exploring Tax Strategies
6:00 pm | Walsh University Barrette Business & Community Center
October 13
Maximizing Retirement Income & Exploring Tax Strategies
6:00 pm | Walsh University Barrette Business & Community Center

Rather Meet
One-on-One?

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

Or give us a call at 330.896.1644.