To ensure we meet the needs of our diverse markets and members, we tailor our approach to best connect with our clients.

  • For individuals we conduct annual one-on-one personalized financial reviews.
  • For our communities, we conduct Health Fairs and Financial Workshops at special community sponsored events.
  • For our Educators and school personnel, we conduct Lunch and Learns on school sites regarding supplemental retirement options and benefits, such as 403b options and income replacement, disability and critical illness programs.
  • For our future generations we conduct financial workshops.
  • For our Business community , we conduct health and financial workshops to service the owner and employees’ needs.