Our workshops, appreciation events, speaking engagements and presentations provide an opportunity for you to receive additional financial education at no cost. We offer informational seminars and guest speakers as well as educational handouts, reference materials, and product literature.
We invite all clients, referrals, and visitors to attend our events. Please take the opportunity at these events to request a private consultation scheduled at your convenience.
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.
Desert Fest at Saddle Brooke Ranch
31143 S Amenity Dr, Oro Valley Az 85623
Febuary 23th from 11 am -3 pm
Wine & Wisdom at the Keg
12005 N Oracle Rd, Oro Valley Az 85737
Febuary 28th from 3:30 pm -5:30pm
Annual Court Yard BBQ
103714 N Oracle Rd, Oro Valley Az 85737
(Our main office )
March 30th from 3:00pm -6:00 pm
Annual Health & Wealth Event
Exciting new destination to be announced
July 18th
(More Information to come )
Annual Holiday Celebration
Location to be announced
November 9th