Broker Check

Our Events

Special Report

GO HERE to request a copy of our Exclusive Special Report, Is Now The Time to Upgrade Your Lifestyle (And Your Financial Advisor)? 

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Seminar

Income Tax Reduction and Estate Tax Elimination

This seminar answers the most pressing questions retirees want to know!

Tuesday, Sept 26th (hors d'oeuvres): 5:30 p.m.

The Dashing Suite
11299 Stonecreek Dr, Pickerington

We Will Help You Discover How You Can:

  • Create Substantial Income Tax Deductions
  • Avoid Double Taxation On Your "IRS-Targeted" Retirement Accounts
  • Legally Bypass Capital Gains Taxes On Stocks, Bonds and Real Estate
  • Reduce And Even Eliminate Income Taxes On Your IRA and 401(k)
  • Convert Unused Assets Into A Tax Advantaged Income You Can't Outlive
  • Utilize Strategies Designed to Protect Your Wealth from The Coming BIG 6 Financial Storms... and much more!

Limited Offer:  Every attendee will receive a FREE Retirement Action Guide.



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Client Appreciation Event & Birthday Bash

Our annual Client Appreciation Event was held on Friday, September 8th, 2023 at the Outerbelt Brewing & Taproom in Carroll. We combined our event with a birthday celebration for Chad as he was turning 50. We had an awsome turnout and a great time! Pictures to come...

    

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Webinar

Chatting with Chad - Next Episode TBA

Date/Time TBA

Chatting with Chad will return soon, dates and times to be announced. 


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Top Gun Maverick Private Screening

Clients had an awesome time at our annual client appreciation event with a Private Screening of Top Gun Maverick on May 27th, 2022!


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Ribbon Cutting Ceremony

Our ribbon cutting ceremony took place on March 3, 2022, and it was a huge success! 


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