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

Motor City Office
Auburn Hills, MI

Motor City

Call Us: 248-499-8704

Music City Office
Franklin, TN

Music City

Call Us: 615-567-3056


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. To create an investment plan to achieve your goals, use our  financial planning tool.

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


MICPA's CPEconomy Event

June 4, 2019 8:30a - 4:30p Eastern Standard Time

Okemos Conference Center

Lou Melone will speak at MICPA's CPEconomy Event Tuesday, June 4, 2019


Beyond Investment Illusions

June 12, 2019 12:00p - 1:00p Central Standard Time

Brentwood Library

Revealed by Optical Illusions. Learn how to potentially avoid these pitfalls.


Identity Theft and Online Security

June 12, 2019 1:00p - 2:00p Central Standard Time

Brentwood Library

Best practices for helping prevent fraud and abuses.


8000 Days of Retirement:

July 10, 2019 12:00p - 1:00p Central Standard Time

Brentwood Library

How would you like to spend them?


Developing An Effective Income Strategy

July 24, 2019 12:00p - 1:00p Central Standard Time

Brentwood Library

Portfolio management concepts for income.

Event Registration

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