Partnering for your financial success



We embrace the responsibility to educate potential clients and keep current clients informed about financial trends. These events help us do that and are open to potential clients and well as current clients who would like to invite a friend to meet us. Each event is geared toward topics of interest such as investing, guaranteed money strategies as well as retirement and legacy planning, among others. The events are fun, free and designed with you in mind! Leslie’s expertise is developing client portfolios that can provide an income stream for life, potentially through the use of insurance and annuity products.

We invite you to call us to RSVP for an upcoming event that interests you or you are welcome to make a FREE no obligation appointment to have your portfolio reviewed!