Event Calendar

Employee Benefits


Planning for Healthcare in Retirement - March 21, 2018

Medical expenses are the number one cause of bankruptcy in the United States - even with insurance in place. With average health expenses rising at over 5% per year for retirees, it is essential for your financial health to understand your options, and make sure you are using the most cost-effective coverage and strategies.

We invite you to come learn how to plan for health expenses during retirement. As the saying goes - an ounce of prevention is worth a pound of cure.

Please call 269-985-0200 for more information.






Vineyard 2121 - September 27, 2016 @ 6:30PM - 8:30PM

Come join us at Vineyard 2121, located at 4110 Red Arrow Highway, Benton Harbor, MI 49022 on Tuesday, September 27th 2016 from 6:30PM - 8:30PM. The evening will include an introduction to our business, a word from our event co-sponsor Natixis, followed by a chance to mix with fellow attendees. Hors d'oeuvres and drinks will be served.

If you already know us and like us, please bring a friend with you. We are actively expanding our client base, and we would love the chance to make new connections.

Reservations are required. Please call us at 269.985.0200 to reserve your spot!

Dress code is business casual.