"Protect. Grow. Enjoy!" 

This philosophy is the foundation of everything that we do for clients regarding retirement planning.  However, when it comes to financial literacy, we might say instead, "Educate. Enlighten. Enthuse. Empower. Enrich!"

As a Financial Educator and a member of the Society for Financial Awareness, Teresa believes that with financial knowledge comes power - and the clarity you need to make your best retirement decisions!

Our approach to retirement and financial planning includes helping you improve your financial literacy through free courses and workshops focused on financial topics such as social security, income planning, investments, advance tax planning and estate planning.

Attend an upcoming, free SOFA event and learn how you can take control of your financial destiny to create a better life for yourself and your loved ones.

By attending our courses, you may be able to:

  • know what investments may be "best" for you
  • be able to clearly realize your desired level of risk / loss
  • understand your options for managing your money
  • know, in advance, the potential impacts of your decisions
  • proactively plan to take steps to protect your assets

To get the latest updates on upcoming events, click here or follow us on Facebook or Twitter. 

Please contact Teresa directly at 888-808-0837 if you have questions about a specific event, or if you would like to arrange a private, customized present at your organization, company or club.