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Becoming Confident

Make US your community



Our Live Confidently Club, is designed to give YOU

a sense of control over your life & finances. 


We enjoy engaging in positive, timely communication:

  • Ongoing consultations and support to inspire confident decision making.

  • Monthly newsletters highlighting relevant topics and current financial trends.

  • Financial Education, Workshops and in-person and Virtual Meetings & Events.

  • Free access to professional financial software (portfolio reports, secure document sharing, and situation-based projections). 

  • Referrals to professionals Such as CPAs, Estate Attorneys, and Mortgage Brokers.

Join our Live Confidently Series:


Every other FRIDAY

 10-10:30 AM CT

virtual support & Education


LIVE CORONA-CALM



Please fill out the form and we will send you the link.

July 26, 2022

5-8 PM CT

In-person event


Shred-it Event at Forgotten Star Brewing

Food Trucks: Chili Lime & Deep Roots

Music: Josh Cleveland & The Cedar Street Band

Shred: Bring up to two boxes of items to shred.

RSVP for Shred-it Event









Check the background of this advisor on FINRA’s BrokerCheck.