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
Please fill out the form and we will send you the link.
July 26, 2022
5-8 PM CT
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.