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IT CAN BE DIFFICULT TO MAKE FINANCIAL DECISIONS WITHOUT ACCESS TO INFORMATION.


We’re committed to helping you make informed decisions about your financial future.

Money Wise Classes

At Money Wise, we hold informational retirement classes for our clients and the greater community that features information on specific topics including retirement income planning, retirement needs & expenses, investments, risk management, retirement roadblocks & mistakes and Social Security planning. We strive to keep you up-to-date on issues that matter to you, your family and your financial well-being. Feel free to register on line for our upcoming classes or call our office for more information.

We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.

Our Calendar of Events


July 18 & July 25
Money Wise Class
6:30 pm - 9:30 pm | Chandler Gilbert Community College
July 10 & July 17
Money Wise Class
6:30 pm - 9:30 pm | Chandler Gilbert Community College
June 12 & June 19
Money Wise Class
6:30 pm - 9:00 pm | Paradise Valley Community College
June 4 & June 11
Money Wise Class
6:30 pm - 9:30 pm | Paradise Valley Community College