Our Business Philosophy

We believe the key to our success is:

• Ongoing research for current and meaningful topics that will be of interest and value to individuals planning for retirement.
• Providing an informal atmosphere where participants are made comfortable in the seminar setting and encouraged to ask questions.
• Motivating participants to examine their perceptions, give them a realistic view of the challenges and rewards they may encounter and encourage them to address the personal, as well as the financial challenges of retirement.
• Encouraging the attendance of spouses/partners as we feel it is important for couples to develop their retirement plans together. We strive to help the partners feel part of the group and a valuable part of the learning experience.
• Exploring issues that single retirees may experience.
• Responding promptly to participant’s inquiries after the course.
• Ongoing consultation with clients and a though review of participants evaluations to ensure we design a program that meets their needs.