Take the first step toward reaching your

Financial Goals

Get the information that can help you live a confident retirement.


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.


February 25
Tax Strategies Workshop
6:30 PM CST | Steamer Seafood
February 28
New Client Mixer
6:30 PM CST | Costellow Home
March 5
Retirement Planning Workshop
6:30 PM CST | Mariah’s Restaurant
March 10
Retirement Planning Workshop
6:30 PM CDT | Mariah’s Restaurant
March 19
Tax Strategies Workshop
6:30 PM CDT | Steamer Seafood

Rather meet


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

Or give us a call at 270.904.7624