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 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:

December 7
Taxes In Retirement
11:00 am | Greater MIdland Community Center 2205 Jefferson Ave
Midland, MI 48640 United States
December 7
Taxes In Retirement
6:00 pm | Greater MIdland Community Center 2205 Jefferson Ave
Midland, MI 48640 United States

Ready to Take

The Next Step?

Schedule a meeting with a member of our team to create your financial strategy today.

Or give us a call at (989) 835-7203