Savvy Investor Class

This class is designed for easy-to-understand retirement planning. The class helps you understand where you are in your financial plan. It gives you the tools to develop an investment strategy that you understand and can put to use immediately to help with reaching your goals. During the 2-session class, you will learn what pitfalls to avoid and why. You will learn about effective financial strategies and investments appropriate for a secure retirement. Upon completion, you are entitled to a one-on-one help session to ask personal questions specific to your needs. You’ll have the confidence to put your retirement plan into action.

The objective of this class is to provide you with tools, insight, tactics, and strategies. This allows you to build a retirement plan that will help you achieve your goals. This course gives you an easy to understand strategy on how to save money on taxes, manage investment risk and create the income stream from the retirement that you want. This class is NOT for those individuals looking for aggressive, high risk information.

To learn more, please complete the form to your right.