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:

February 28
Referral Get Together
6:00 pm | 7:30 pm | Coopers Hawk Restaurant and Winery
March 5
Empowering Women
6:00 pm | 7:30 pm | Solon Recreation Center
July 14
Client Appreciation Party
2:00 pm | 5:00 pm | House
December 14
Holiday Party
10:00 am | 1:00 pm | Dino’s At Acacia

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 440-498-0111