Take the first step toward reaching your financial goals

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

Contact Us Today!

586.739.3440

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

Thursday, February 9
Lunch and Learn
12:30 pm | Faith Investment Office

Thursday, February 16
Lunch and Learn
12:30 pm | Faith Investment Office

Register
Thursday, March 2
Retirement Seminar
6:30 pm | Faith Investment Office

Register
Thursday, March 9
Lunch and Learn
12:30 pm | Faith Investment Office

Register
Tuesday, March 14
Faith and Fellowship Luncheon
12:30 pm | BJ’s Restaurant & Brewhouse

Register
Tuesday, March 14
Retirement Seminar
6:30 pm | Faith Investment Office

Register
Thursday, March 16
Faith and Fellowship Dinner
6:30 pm | Outback Steakhouse

Register

Ready to Take the Next Step?

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

Or Give Us a Call At

586.739.3440