Our Mission

How We Work

Financial Planning Courses and Retirement Planning Courses were formed to educate the community through courses to provide up to date information and assistance in the ever-changing world of financial planning.

  • The instructors of these courses have made a commitment to educate the community and give back their knowledge to help others.
  • Courses are instructed in a friendly relaxed environment where your questions and participation are encouraged.
  • The courses are offered in your local community to individuals of all ages.

These courses will help you identify opportunities and gaps in your financial and retirement plans that when taken advantage of, and addressed, should make you more successful then you already are!

"Knowledge is the key to success in all of life’s decisions, the more you know the easier it is to make intelligent choices."

Financial and Retirement Planning without a clear plan is similar to starting a journey without a map.

We want you to always understand your financial life and feel a sense of confidence in your future—and we believe education is the foundation. Using real-life examples, these courses will address complex topics and walk you through strategies to help you pursue your goals.

  • The material presented in these courses has been developed by leaders in financial education.
  • The courses offered are strictly educational, free of sales pitches, technical language and without reference to specific financial products and services.

The Financial Planning Courses offered in your community are sponsored or hosted by local Colleges, Universities, Townships, Charitable Organizations, and Associations. The registration fees benefit these entities and are also utilized to pay the costs associated with the courses. Instructors of these courses donate their time and knowledge to the community to give back to those who have given to them and are not compensated.

One of our primary goals is to develop a long-term, trusting relationship with you.

Our Process

Our Process

We create strategies that are tailored to your needs and goals.

Our History

Our History

Years of experience have prepared us to guide you through your life transitions.

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