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We offer a cup of coffee...and a second opinion 


We speak at events, conduct seminars and are available for both large and small audiences.  If your organization or business would like to schedule a lunch and learn or overview of a financial planning topic, contact us. If any of the events below look interesting, please give us a call. We’ll be happy to add you to our guest list.  

Our Financial Series of Educational Programs at the Brentwood TN Library covers many topics to educate you about financial planning.

Our website and seminars provide information on topics ranging from investments to retirement planning. Through education, we believe you will achieve financial freedom.  Having a plan is the first step to financial freedom.

Don't see a topic  of interest?  Let us know what you or your organization would like to learn about.


Asset Protection

September 25, 2019 12:00p - 1:00p Central Standard Time

Brentwood Library

Strategies to Safeguard Your Wealth


Planning for Healthcare in Retirement

October 9, 2019 12:00p - 1:00p Central Standard Time

Brentwood Library

What costs to consider in your financial plan.

Event Registration

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