Philanthropic Giving

Pro-bono Services

We believe that everyone can benefit from independent financial advice, but kow that not everyone is able to pay our fees. As part of our mission to serve others, we have created three ways you can improve your financial life for no (or very little) cost.

  1. Speaking Engagements
    Contact us to find out how we can help your organization or event deliver an exceptional financial planning program.
  2. Financial Check-up
    We can help you evaluate your situation to determine opportunities for planning
  3. Educational Events
    We participate in events that help educate a variety of groups to become more educated about finance and financial planning. Contact us if you’d like us to participate at your event.
2018-09-23T01:56:49+00:00