Broker Check


Whether it’s keeping up with trends or discussing some other topic, our firm is dedicated to providing sound information to people who are concerned about their personal finances. Along the way, we like to have some fun, too. If any of the events below look interesting, please give us a call. We’ll be happy to add you to our guest list.


Maximize Your Social Security

July 10, 2017 6:00p - 7:00p Pacific Standard Time

Sahara West Library

Strategies to Maximize Your Social Security Benefits What you don't know could potentially cost you. Don't miss out on Social Security Benefits you are eligible for!


Six Barriers to Investment Success

August 9, 2017 6:30p - 8:00p Pacific Standard Time

Angel Park Golf Course

We like to think we invest rationally, but the field of behavioral finance has shown there are social, emotional, and even cognitive factors that can affect our investing decisions.

Event Registration

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