Business and Finance   

Financial Planning & Investing can be a challenging, confusing process. Join us as we teach you our simple 3-Phase process that we use to evaluate, invest, and protect our clients' nest-egg. In this in-depth workshop we will bring our focus to the ins and outs of building an efficient investment portfolio. We will also cover a multitude of relevant topics including, but not limited to: adequate insurance coverages, estate-planning must-dos, and evaluating the need for professional help.