Take the first step toward reaching your Financial Goals


Get the information that can help you live a confident retirement.

Attend an Event

Our events focus on common financial concerns that individuals and families face in retirement, things like how to prepare for unexpected medical expenses and ways to create income to help support your desired lifestyle.

Attend one of our events to learn how addressing these concerns can help you feel more confident about the days ahead:

Event - Tax Planning Class

Tax Planning Seminars:

March 27 - April 8
Retirement Planning Today Classes
Midlands Technical College Harbison Campus
September 18 - September 30
Retirement Planning Today Classes
Midlands Technical College Northeast Campus
Educational Webinars

Educational Webinars:

Check back soon for more upcoming events!

Event - Client Events

Special Events:

April 26
Family Picnic
River Birch Shelter at Saluda Shoals Park
June 13
Volunteer Day: Mission Lexington

Rather meet One-on-one?

Schedule a meeting with one of our team members to create your financial strategy today.

Or give us a call at (803) 798-1988