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Topic Coaches provide an informative overview of Financial Planning Topics in a convenient, relaxed, no-obligation setting. ...

"Expert Coaching in a Comfortable Setting"

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Join with other community members or co-workers to discuss and obtain hands-on instruction with a knowledgeable Topic Coach. ...

"Hands-on Planning Sessions"

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Personal Consultations

Our Personal Consultations enable you to discuss your personal financial goals directly with a knowledgeable topic coach. ...

"What are your Financial Goals"

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Most Popular Financial Planning Topics

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Expense & Debt Management

Easy Ways to Save on Expenses and Reduce Debt

It is possible to save thousands of dollars on common household expenses and interest charges, let us show you how its done.

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Investment Planning

How to Invest with Confidence

Learn about the many investment choices available today, and more importantly, which investments are right for you. 

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Education Funding

Education Funding Options

Learn about the various plans and programs that can help you pay for your child’s or your grandchild’s education.

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Retirement Planning

Retirement Planning as it Should Be

It’s not just about the money. Whether your idea of retirement is reading a book a day, improving your golf game, or taking off to all the places you’ve dreamed of visiting, we can help you get there.

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Elder Care Planning

Elder Care Planning Options

Regardless of whether you intend to stay in your home as long as possible, or whether you plan to take advantage of alternative housing, you need to plan ahead.

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Estate Planning

Estate Planning Tips & Traps

The time to lay out a clear plan for your estate is now. Get the tools to put together the best Estate Plan possible so that your wishes are easily carried out.

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Career Planning

How to Find and Land a Great Career

As the saying goes, if you are doing something you truly love, you will never work a day in your life!

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Buy/Sell Your House

How to Buy or Sell your House

Home ownership should be a positive experience. We help you accentuate the positive and eliminate the negative.

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Insurance Planning

Insuring your Financial Well-being

Get the Best Coverage for the Best Price….it’s that simple! Not all policies are created equally.

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Business Services

Business Services

As an employer looking to attract and retain key employees, why not take advantage of the many services we offer. Show your support and give your employees the opportunity for a secure financial future.

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Upcoming Events

Calendar of financial seminars and workshopsView our list of Upcoming Financial Planning Seminars and Workshops

Group Bookings

Although you have the ability to join any of our Seminars or Work Shops as a group, we also offer customized sessions.  If you would like to book a seminar or workshop for your organization or company, please contact Shawn Murphy.


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