Broker Check

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, let us know what your organization would like to learn about.


5 Ways Tech Will Change How You Age

January 23, 2019 12:00p - 1:00p Central Standard Time

Brentwood Library

Retirement Planning Concepts


Intro to Exchange Traded Funds

January 23, 2019 1:00p - 2:00p Central Standard Time

Brentwood Library

Find out what Exchange Traded Funds are in this seminar.

Event Registration

Thank you!

Error processing your request. Please try again at a later time.