According to the SSA, your social security benefits will replace only 40% of your annual pre-retirement earnings, and you will need additional sources of income to retire comfortably. We will help you make a good plan for now and later. Add us to your calendar for individual consultations, special events, panel discussions, and more.

The number one goal of every employer should be to have happy and productive employees. Too often, an employee's primary stress is financially related. Group workshops cover simple ways to better money management - managing debt and developing an effective savings plan. A research conducted by AARP found that over 20 million people age 50 and over struggle to make ends meet. Seniors are returning to work because financially they have no choice. Even the SSA encourages young adults to start planning from an early age. Our workshops empower individuals, young and old, to take control of their economic outlook. Lunch & Learn take-aways include:
  • Debt elimination
  • Sensible money management
  • Tax-free retirement planning and guaranteed lifetime income options
  • Practical planning for major life events
  • Complimentary review of existing plans and coverage
So you're hosting a get together. You'll serve the best foods, play favorite songs, tell the funniest jokes, and everyone will have a good time - whether it's a family reunion, dinner party, or backyard BBQ. So why not set a new trend - make it a SmartSocial™. Now they'll leave with more than just a plate of food. With our fun and interactive approach, you can trust us to help you make an impact at your next SmartSocial™. Your family and friends will thank you for it! SmartSocial™ take-aways include:
  • Prioritizing goals
  • Sensible money management
  • Understanding qualified plans (401K, 403B, TSP, etc.)
  • Tax-free retirement planning and guaranteed lifetime income options
  • Practical planning for major life events
  • Mortgage protection
  • Funding a college plan
  • Having a prosperity mindset
  • Changing economic DNA and building generational wealth
  • Complimentary review of existing policies
Within the community, the church is the sanctuary, safe-haven and shelter in times of crisis, illness, death. The church is looked upon for spiritual guidance and often financial support. In our presentation, both the church and its members benefit from better financial education and understanding, which may lead to creating a happier church body, greater contribution through tithes, offerings or charitable donations (including final bequests with the church as beneficiary). Schedule us for your next committee meeting. Faith & Finances take-aways include:
  • Final expense (burial) planning
  • Tax-free retirement planning and guaranteed lifetime income options
  • Estate planning & Asset protection
  • College planning
  • Mortgage protection
  • Long term care planning