Trusted Retirement & Investment Specialists
You’ve entered a phase of your life where now it’s time for you to get paid back for all your hard work.
That’s where we come in.
That’s where we come in.

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Get information and education that can bring you peace of mind with your savings and retirement.
Upcoming Workshops
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Receive valuable financial and retirement planning information and solutions in a relaxed environment – all at no cost to you.
Simply click on a workshop below or visit the Financial Workshops link to see all available dates and times.
Simply click on a workshop below or visit the Financial Workshops link to see all available dates and times.
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Listen to the Team
Money Wisdom
Tune in for new episodes every week on WTIC Newstalk 1080
Saturday 8:30AM
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Watch Joel Johnson, CFP®
Better Money
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Sundays 8:00AM – 9:00AM
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Sunday 9:00AM
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Listen to the Team
Money Wisdom Podcast
Tune in weekly on your favorite podcast app.