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.
How to Invest with Confidence
Learn about the many investment choices available today, and more importantly, which investments are right for you.
Education Funding Options
Learn about the various plans and programs that can help you pay for your child’s or your grandchild’s education.
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.
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.
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.
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!
How to Buy or Sell your House
Home ownership should be a positive experience. We help you accentuate the positive and eliminate the negative.
Insuring your Financial Well-being
Get the Best Coverage for the Best Price….it’s that simple! Not all policies are created equally.
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.
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.