Tune in Saturdays @ 10am on WCBM 680 and 11am on 105.7 THE FAN or listen to any of our recorded shows to learn how to become more financially savvy in today's ever changing world. Our shows go in depth on key financial topics that are imperative to understanding how to better succeed in planning for your retirement. 

As a Member of Ed Slott's Master Elite IRA Advisor Group^SM we train with Ed Slott and his team of IRA Experts on a continuous basis. Retirement planning is complicated, and you need an IRA specialist in this area. It is a personal and situational endeavor with possible pitfalls in the way of success. 

Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your unique situation.

We educate our clients about financial concepts and products and take the mystery out of investing, insurance, estate conservation, and preserving wealth.

We believe our team approach adds a broader perspective to all we do and provides increased benefits to our clients.