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 and webinars 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 events to learn how addressing these concerns can help you feel more confident about the days ahead.

Upcoming Events

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Previous Events

Safe from the Storm

Hosted by Jeff Vogel

**The video will start six minutes after you click play**

Tax Management Today

Hosted by Jeff Vogel

Tax Management Today Part 2

Hosted by Jeff Vogel


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The Next Step?

For more information about any of the products and services we provide, schedule a meeting today or register to attend a webinar.


Or give us a call at 785.228.1234