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:

July 21
Women’s Retirement Roadmap Webinar
6:30 pm |
July 22
New Rules of Retirement (2-Part Course July 15 AND 22)
10:30 am | Lexington Area Public Meeting Space- Register For Details
July 22
New Rules of Retirement (2-Part Course July 15 AND 22)
6:30 pm | Lexington Area Public Meeting Space- Register For Details
July 28
President Trump’s Secure Act Is In Effect – What Impact Will It Have On Your Retirement Strategy? (Complimentary Dinner & Presentation)
6:30 pm | Downtown Columbia Area Restaurant – Register For Details
July 30
President Trump’s Secure Act Is In Effect – What Impact Will It Have On Your Retirement Strategy? (Complimentary Dinner & Presentation)
6:30 pm | Downtown Columbia Area Restaurant – Register For Details
August 11
President Trump’s Secure Act Is In Effect – What Impact Will It Have On Your Retirement Strategy? (Complimentary Dinner & Presentation)
6:30 pm | Harbison Area Restaurant – Register For Details
August 13
President Trump’s Secure Act Is In Effect – What Impact Will It Have On Your Retirement Strategy? (Complimentary Dinner & Presentation)
6:30 pm | Harbison 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