As an employer, it’s in your best interest to help your employees learn how to manage their money. It’s also an enormous benefit for them. By educating employees and providing them with tools necessary to better understand their current financial position, they can build a sound financial future. We understand that financial literacy has the power to change lives. Our programs provide employees the information needed to make critical financial decisions. We offer a range of educational packages, each run by a team of our professional advisors, which can be customized to meet the unique needs of your workforce.

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

RETIREMENT WORKSHOP SERIES: 
Designed to take a holistic educational approach to the issues surrounding retirement and help your employees take more control over planning for their later years. 

TOPICAL WORKSHOPS: 
A menu of one-hour workshops that cover relevant topics of interest to employees of varying ages. 

SPECIAL CARE PLANNING: 
Comprehensive planning assistance to help employees recognize the issues and gain a better understanding of how to plan for the future financial well-being of their special needs dependent. 

• Example Workshop Topics:
• Asset allocation
• Common money mistakes
• Creating a budget 
• Envision your successful retirement
• Financial goal setting
• Health savings accounts 
• Investment basics
• Personal risk profile
• Planning for college 
• Planning for retirement
• Protecting your income
• Retirement readiness 
• Retirement risks
• Sources of retirement income
• Taking control of debt 
• Understanding life insurance
• Understanding social security