What we're about

Bringing clarity to your long-term financial picture can seem like a very daunting challenge. However, your investment goals do not have to be as daunting as they appear.

While everyone's financial objectives may be similar to those of others, a secure retirement, saving for college education, building wealth — the approach should be decidedly personal. Understanding your unique financial needs is where this meetup comes in. Success demands not only a deep understanding of your objectives, but your needs, values, time horizon, risk tolerance and expectations.

By building personalized plans supported with highly competitive investment products and dedicated service, we enable you to not only identify goals, but take consistent action toward achieving them.

The mission, every day, is to help individuals & businesses at all stages and through the changes that life may bring.

This meetup is intended for individuals who are interested in understanding how to protect assets through risk management, preserving wealth through wealth management, and minimizing risk and taxes by implementing a solid financial strategy for the future.

This meetup is also intended to educate individuals on the basics of financial products, such as:

- Mutual Funds
-Individual Securities
-Asset Allocation Products
-Estate Planning
-Goal Funding
-Wealth Forecasting
-Education Funding
-Individual Business/Retirement Plans
-Fixed/Variable Annuities
-Cash Management Services
-Insurance Products With this meetup, I expect to help you develop results and help everyone reach their goals, whether it is understanding a retirement account, or advice on creating a comprehensive plan for your family's future.

*NOTE: I have created this meetup as a meetup to establish and present knowledge on the basic concepts on financial products and focuses more on the importance and how to establish a financial retirement plans. For learning more complex knowledge about some products be sure to check out my other meetups*

Past events (6)

Brokerage & Retirement Accounts

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Risk Management Concepts

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Financial Planning Fundamentals

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