Take the first step toward reaching your financial goals

Get the information that can help you live a confident retirement.

Do your investments align with your faith?

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

For more details and to register for an event, please call our office at 586.739.3440

August 21- Women’s Retirement Seminar @ 6:00pm

September 25- Women’s Retirement Seminar @ 6:00pm

November 6- Women’s Retirement Seminar @ 6:00pm

November 17 Faith & Fellowship Luncheon @ 12:30pm

November 19 Faith & Fellowship Dinner @ 6:30pm

December 8- Client Christmas Party- RSVP by 11/15/24

Ready to Take the Next Step?

For more information about any of our products and services, schedule a meeting today.

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