About Us

Just to let you know who we are, we are a group of Financial Services professionals catering specifically to seniors. We host a 15 - 30 minute FUN, Trivia -Like, Educational Seminar that

shows Seniors how to:

• Save $75 - $150 on their monthly bills.
• We also inform them with entertainment about the 7+ Things Seniors need to know to Maximize the Benefits they are entitled to such as:
  • Discount Prescriptions or Free
  • Living Will
  • DNR (Do Not Resuscitate)
  • Burial and Final Expense Planning
  • Maximizing Social Security Benefits, etc.