An employee who can manage his finances effectively to meet his goals is more productive, healthier and has a better attitude.

We offer 1/2 hour to hour presentations which can even be made during the lunch hour:

"Criteria That Should Be Considered In Choosing A Financial Planner"(C) 

"How To Get A Handle On Your Finances"(C)

"The Basics Of Investing"(C)

"The ABCs of Retirement" (C)

We can provide several levels of financial planning and investment advice to groups of employees.