Community Involvement2019-06-28T00:52:05-05:00

The success of a business brings with it certain responsibilities and opportunities.  As our firm continues to grow, we have the privilege of using our resources and skills in making our communities better.  Here are a few ways that we are serving our community:

  • Pro bono financial consulting (CLICK HERE for more details on how to apply)

  • Over 100 free educational seminars at local libraries on topics such as social security filing options and retirement income strategies (CLICK HERE for details on upcoming seminars)

  • Table leader for Dave Ramsey’s Financial Peace University

  • Table leader for Dave Ramsey’s The Legacy Journey

  • One-on-one free budget coaching for attendees of Budgeting Made Easy at Willow Creek Community Church

  • Former group leader for child grief support at Willow Creek Community Church

  • Former group leader for student impact high school ministry at Willow Creek Community Church

  • Former volunteer with Habitat for Humanity

In addition to the charitable activities we are involved with as a firm, it is our hope that each of our clients will take the time to determine how they can make a difference in effecting positive change as well.  If you are a client and are currently involved in an organization or activity that we can highlight, please CLICK HERE to share your story.

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