Tim is the numbers guy. He helps you look at your assets and liabilities and come up with a plan to change your financial future.
Marcy is the licensed agent. She can help you to understand the concept, to recapture every dollar you spend and save.
Upcoming Events
Events in April 2019
- Private Banking Concepts Workshop - Englewood
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Private Banking Concepts Workshop - Englewood
Englewood High School3800 S Logan StEnglewood, CO 80113Private Banking Concepts Workshop – Englewood
When: Wednesday, April 10th, 6:45 pm – 9:00 pm
Where: Englewood High School
3800 S Logan St
Englewood, CO 80113
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The concepts millionaires use are available to most everyone — but not many are teaching these things to “the 99%.” - Financial Fitness Workshop - CA
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Financial Fitness Workshop - CA
Call Marcy for address (970)214-8476This is an amazing opportunity to learn from our experts who believe in helping working Americans -- not just Millionaires -- learn how to do more with their money. The concepts millionaires use are available to most everyone -- but not many are teaching these things to "the 99%."
Come learn the basic fundamentals of money and how it can work for you. Bring your friends and enjoy free food and wine! During this workshop, you will explore how to grow your money for things like:
- College funding
- Retirement planning
- Major life purchases (Car, House, Weddings, etc)Pre-registration is required. Register here. We hope to see you there!
- Private Banking Concepts Workshop - Englewood
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Private Banking Concepts Workshop - Englewood
Englewood High School3800 S Logan StEnglewood, CO 80113Private Banking Concepts Workshop – Englewood
When: Wednesday, April 24th, 6:45 pm – 9:00 pm
Where: Englewood High School
3800 S Logan St
Englewood, CO 80113
View map
The concepts millionaires use are available to most everyone — but not many are teaching these things to “the 99%.”