Our Calendar

We have a workshop planned for our clients Tuesday June 24th and June 26th at 6:00 pm to discuss Retirement Strategies. If you are interested, call for our office for more information.
 

Another workshop is planned for "higher net worth individuals" on Thursday July 10th at 6:00 pm. We plan to discuss an investment opportunity involving Natural Gas. Tax deductibility may be available for some, and income from the sale of the Natural Gas may be paid to you and/or your family for decades. If you have an interest, call our office for the income and/or net worth requirements.
 

On Tuesday August 12th and Thursday August 14th at 6:00 pm, we are planning workshops involving Mutual Funds. If you are interested, call for our office for more information.

We are in the South therefore all of our workshops mentioned above involve food!

Phone (205) 661-9333 -or- 1-888-343-PLAN