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:

June 16
New Rules of Retirement
6:00 pm | Downtown Columbia Public Meeting Space – Register For Details
June 18
New Rules of Retirement
6:00 pm | Downtown Columbia Public Meeting Space – Register For Details
June 30
How To Optimize Your Retirement For Taxes
10:30 am | Lexington Area Public Meeting Space- Register For Details
June 30
How To Optimize Your Retirement For Taxes
2:00 pm | Lexington Area Public Meeting Space- Register For Details
July 28
New Tax Laws Effective in 2018: What Could This Mean For You And Your Retirement? (Complimentary Dinner Seminar)
6:00 pm | Downtown Columbia Area Restaurant – Register For Details
July 30
New Tax Laws Effective in 2018: What Could This Mean For You And Your Retirement? (Complimentary Dinner Seminar)
6:00 pm | Downtown Columbia Area Restaurant – Register For Details

Rather meet One-on-one?

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

Or give us a call at 803.782.0671