facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause

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


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.