As part of the overall experience our clients enjoy, our events are structured with your needs and personal interests in mind. We host educational seminars on topics including Social Security, long-term care and tax planning, in addition to timely topics that we think may benefit you and your wealth management decisions. We also enjoy spending time getting to know you and having some fun at social events such as baseball games and wine tastings.
No matter the reason to get together, we put a lot of thought and planning into each event to ensure a memorable red carpet experience from our team to you.
“We have a rich history of establishing trust because we communicate, establish an effective personal financial strategy and treat every client with the personal attention they deserve.”