We believe in building confidence for our clients to make educated financial decisions.  We do this by offering workshops to our clients, their family, and friends.  At these events, you will learn about important financial topics that will help you make sound financial decisions.  As you begin to develop your strategies from what you learn, we help you execute them with our team of financial professionals.

Our workshop topics include:  Social Security, Retirement Income Planning, Investment Planning, Cyber Security, and College Education Planning.  Visit our Educational Workshop section under About Us above for more information.

If you would like to sign up for one of our education seminars or to set up a personal consultation click here to complete the request.


Click here to schedule a meeting with B. Miles Harris

Click here to schedule a meeting with Greg Alvis


Providing Financial Services in a Manner that is Unmatched.