Take the First Step Toward Reaching Your Financial Goals

We host an array of events throughout the year designed to help you get to know us — and all we offer — better. We’d love to meet you and help you feel more confident in your journey.

Save Your Spot

We love sharing time and learning opportunities with our dynamic friends and clients. Won’t you join us?

Sep
10
Medicare Workshop
2:00 pm | Buehler’s Fresh Foods – Community Room
Register
Sep
10
Medicare Workshop
5:30 pm | Buehler’s Fresh Foods – Community Room
Register
Oct
23
SOCIAL SECURITY: Know Your Benefits. Plan With Confidence.
11:00 am | Ashland University John C. Myers Convocation Center
Register
Nov
06
PROTECT YOUR MONEY: Learn How to Spot and Avoid Financial Scams
11:00 am | Ashland University John C. Myers Convocation Center
Register
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Ready to Visit?

Contact us today to start — or continue — building a strong financial foundation for the future with help from genuine people you know, trust and enjoy. 

Schedule A Strategy Session