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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


The cost for two evening courses is $49 for two people and includes course materials.

September 11 & September 18
Retirement Planning Today
6:30 pm - 9:00 pm | Rio Salado College
September 5 & September 12
Retirement Planning Today
6:30 pm - 9:00 pm | Rio Salado College