Financial Education


With over 70 years of combined experience in the financial industry, our trusted specialists offer cost free financial education services to our communities. We call it "Wealth Planning Academy". Many of our team members have been certified Certified Financial Educator Instructor (CFEI) by the National Financial Educators Council to instruct in our field.


Types of financial education offered:

• The psychology of money

• Budgeting & Money Management

• IGIC (Investment Grade Insurance Contract)

We offer to meet all of our community, from single individuals, to families and friends, small business owners, their employees of any amounts.

For more information or to schedule your cost free, no pressure education services, please call today.