Take the first step toward reaching your Financial Goals


Get the information that can help you live a confident retirement.

 

Attend an Event

Our seminars focus on common financial concerns that individuals and families face in retirement, things like how to prepare for unexpected medical expenses and ways to create income to help support your desired lifestyle.

Attend one of our seminars to learn how addressing these concerns can help you feel more confident about the days ahead.

UPCOMING EVENTS:

February 4
6 Retirement Goals With Just 3 Simple Buckets!
6:00 pm | Vino
February 6
6 Retirement Goals With Just 3 Simple Buckets!
6:00 pm | Waikele Country Club
February 11
6 Retirement Goals With Just 3 Simple Buckets!
6:00 pm | Vino
February 14
Client Appreciation – February Birthday Brunch
11:00 am | Gyotaku Japanese Restaurant
February 19
Client Appreciation – Quarterly Birthday Brunch
11:00 am | Papapavlo’s Bistro & Bar

Rather meet One-on-one?

Schedule a meeting with one of our team to create your financial strategy today.

Or give us a call at Manteca office: 209-825-8888 or Waipahu office: 808-469-4361

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