Join an upcoming workshop from the comfort of your home or office

Join us as we discuss a variety of topics to increase your financial awareness. Financial education is an important aspect of any long-term plan.

Upcoming Workshops

Income for Life

You have retirement goals and plans for your financial future. But do you know what you should be doing differently to make real progress?

When: April 9, 2024 07:00 PM CST

Social Security

Regardless of how close or far away retirement is, chances are you have questions and could use someone at your side to help lead the way — especially with how Social Security works.

When: May 7, 2024 07:00 PM CST

Rollover Planning

Changing jobs is a common experience for most U.S. workers. But, what’s the right thing to do with your retirement savings plan account from a previous employer? Chances are you have questions and could use someone at your side to lead the way — especially in understanding how your decision can impact your long-term retirement savings.

When: June 4, 2024 07:00 PM CST

Conservative Investing

Headwinds like market volatility, low-interest rates and retirement risks make it tough to know where to invest your retirement savings. Get your financial plans back on track by attending the Return of Conservative Investing seminar.

When: April 23, 2024 07:00 PM CST

Register Now

Three Transitions to Retirement

Your exciting next chapter will start soon. Are you ready? You’ll encounter financial, lifestyle and emotional milestones along the way — but you’re not in this alone. We’ll work together to help you feel confident about your path to retirement. A great first step in this journey is the Three Transitions to Retirement seminar.

When: May 21, 2024 07:00 PM CST

Register Now

Understanding Medicare

Medicare is a key part of planning your retirement journey. We’re here to help you understand the basics so you can make your choice with confidence. Attending the Understanding Medicare seminar is a great first step in this process.

When: June 18, 2024 07:00 PM CST

Meet Our Financial Consultants

Joe James, CFP® 

Joe helps clients and their families work toward their financial goals by providing analysis and guidance on critical wealth management issues, such as investments, retirement accumulation and distribution strategies, insurance reviews, college planning and estate planning advice.

Joe James
Vice President
(512) 501-8211
Begin your Financial Planning Journey with Joe

Greta Messarra Woodward, CRPC® 

Greta has passionately served in the financial industry since 2000 and maintains several licenses including insurance and the Chartered Retirement Planning Counselor designation. Greta says the most important part of being a financial advisor is the freedom to put her clients first and to always do what is right, backed by the commitment to provide quality investments and excellent service.
Greta Messarra Woodward
Wealth Advisor
(512) 501-8260

Daniel Butcher 

Daniel works with different clients, from individuals, families, to small and businesses.  His focus is on complete financial education and service, including planning, budgeting, investing, credit management, and more.  He’s often out in the field visiting clients at their business, and giving educational seminars on different financial topics.

Daniel Butcher
Wealth Advisor
(512) 501-8316
Begin Your Financial Planning Journey with Daniel

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