Financial Education

A part of our business is Financial Education. Smart businesses or companies hire us to speak to their employees or customers about financial topics and concepts that will elevate understanding. Companies who offer added-value in the form of financial education can help employees overcome the biggest obstacle facing most families today - money management. We teach what we preach! As a Registered Investment Advisory firm, we have over 30 years of experience and have conducted over 3500  educational seminars. If you are interested in these services, give us a call and we will gladly discuss the options available.