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Risk Analysis

It is important to know your acceptable levels of risk and to ensure that your investment portfolio matches YOUR risk tolerance. Determine your risk number with this easy to use risk analysis questionnaire

Retirement Calculator

Take control of your financial future and assess whether you’re on track to a successful retirement with this easy to use retirement calculator.

Upcoming Events

We are passionate about eldercare planning and regularly offer complimentary workshops. Join us to learn ways to protect your assets and qualify for government assistance for long-term care services.   We also host Social Security planning workshops to help you develop a sound retirement income strategy.   Please see event details below:

A financial blog with words of wisom from our founder Michael Brooke

In the News

2018 Tax Deductions – What Has Changed

‘Crisis planning’ can be essential to preserve assets

Long-term care insurance does not have to be ‘use it or lose it’

Complimentary eldercare workshop hosted by James “Fritz” Schafer

Calendar of Upcoming Events

Client Appreciation Dinner

Wednesday October 5, 2016 – Cincinnati, Ohio – Event Details

Season’s Retirement Community | 7300 Dearwester Drive, Cincinnati, OH 45236 | 6:00 PM

 

Thursday, March 31, 2016 – Lawrenceville, GA – Event Details

Hampton Inn – Lawrenceville | 1135 Lakes Pkwy,  Lawrenceville, GA 30043

1st workshop: 1:30 p.m. – 3:00 p.m.     2nd workshop:  7:00 p.m. – 8:30 p.m.

 

Tuesday, March 22, 2016 – Norcross, Georgia – Event Details

Courtyard by Marriott – Norcross / Peachtree Corners | 3209 Holcomb Bridge Rd, Norcross, GA 30092

1st workshop: 1:30 p.m. – 3:00 p.m.     2nd workshop:  7:00 p.m. – 8:30 p.m.

 

Thursday November 5, 2016 – Decatur, Georgia – Event Details

Courtyard by Marriott – Downtown Decatur | 130 Clairemont Ave, Decatur, GA 30030

1st workshop: 1:30 p.m. – 3:00 p.m.     2nd workshop:  7:00 p.m. – 8:30 p.m.

 

Thursday September 3, 2015 – Decatur, Georgia –Event Details

Courtyard by Marriott – Downtown Decatur | 130 Clairemont Ave, Decatur, GA 30030

1st workshop: 1:30 p.m. – 3:00 p.m.     2nd workshop:  7:00 p.m. – 8:30 p.m.

 

Thursday, August 20th, 2015- Oakwood, GA – Event Details

Lanier Technical College – Building 500, Room 512 | 2990 Landrum Educational Drive |Oakwood, GA 30566

Workshop Times : 1:30pm – 3:00pm    – Or –  6:30pm – 8:00pm

 

Tuesday, June 23rd, 2015 – Chillicothe, OH – Event Details

Christopher Inn & Suites | 30 N. Plaza Blvd | Chillicothe, OH 45601

1st workshop: 1:00 p.m. – 3:00 p.m.     2nd workshop: 6:00 p.m. – 8:00 p.m.

 

Tuesday, May 12 AND Thursday, 14, 2015 – Atlanta, GA–Event Details

3330 Cumberland Blvd – Suite 500 | Atlanta, GA 30339 (Near Cumberland Mall)

workshop: 10:00am – 12:00pm (Both Days)

 

Tuesday, May 5 AND Thusday, May 7, 2015 – Kennesaw, GA–Event Details

125 Townpark Drive – Suite 300 | Kennesaw, GA 30144 (Near Chastain Rd – between I-75 and I-575)

workshop: 10:00am – 12:00pm (Both Days)

Complete the form below, or call 888-244-6217, extension 5, to reserve your seat.  We will contact you to confirm your reservation.

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