What we're about

This group is dedicated to helping people navigate financial matters such as preparing for retirement, transitioning into and living in retirement, college savings, legacy and estate concerns, planning for the unexpected, general savings and income strategies, and getting your financial house in order. Our discussions are led by professionals who put your best interest first, care about educating you and helping you understand all your options, demystifying the financial industry, and identifying red flags to help protect you (including costs).

This is a no sales zone!!! No agents or advisors will be permitted into the group.

Upcoming events

No upcoming events