If something's worth doing, it's worth doing right.


Catering to pre-retirees and retirees our team of highly-skilled professionals have developed a comprehensive workshop to help you create a well-thought-out strategy, using a variety of investments and insurance products and services, in order to help you address your financial needs and concerns.

Topics to be Discussed:

• With tax policies changing and tax rates increasing, are you prepared for these changes?

• Tax policies - Who wins, who loses?

• Strategies to help make the most of your Social Security benefits.

• Potentially pay less taxes on your retirement income.

• How to turn existing IRAs into tax-free accounts.

• Volatility - Do you know how much risk you’re taking with your portfolio and how to properly invest in a recession?

• Getting a second opinion - Why getting a second opinion may be one of the most important financial decisions you can make.

Enjoy a complimentary dinner served after the presentation. Our esteemed advisors will reveal techniques and strategies that may help you preserve your capital, increase your income, decrease your risk and reduce your tax liability.

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

Upcoming Events:


Prefer to fast-track to a one-on-one consultation?

Schedule a meeting with one of our agents today!