About

We provide free financial literacy workshops to individuals as well as businesses and non-profit organizations. In addition, we are a full broker dealer service providing financial solutions in areas of insurance, long term care & retirement planning, college planning, estate and wealth preservation. 

We provide free financial literacy workshops to individuals as well as businesses and non-profit organizations. In addition, we are a full broker dealer service providing financial solutions in areas of insurance, long term care & retirement planning, college planning, estate and wealth preservation.