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When it comes to planning for your financial future, you don’t have to go it alone.

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Thomas MayDedicated Retirement Counselor

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Step into financial freedom one goal at a time! Start by identifying the goal or goals that are most important to you right now.

Whether that's preparing for unforeseen occurrences; helping you ensure you can enjoy a comfortable retirement; or allocating your assets to help meet your risk tolerance and investment time frame, my mission is to help you achieve your financial goals so you can fulfill your dreams. My goal is to develop a relationship based on integrity, accountability, and exceptional service.



Upcoming Events

Attend an event of your choice. Click on the link below to register for the event.

Schedule of upcoming events
DateTimeTopicLocation
Wednesday, April 12, 2023Noon - 1 PMMyths About Retirement Plansopens in new windowLunch and Learn:
Executive Office Building 41W
2100 Pontiac Lake Road
Royal Oak Conference Room - 2nd Floor
Waterford MI 48328-0440
Wednesday, April 19, 202310 AM - 11 AMMyths About Retirement Plansopens in new windowWebinar
Wednesday, May 10, 2023Noon - 1 PMNavigating Financial Setbacksopens in new windowLunch and Learn:
Executive Office Building 41W
2100 Pontiac Lake Road
Royal Oak Conference Room - 2nd Floor
Waterford MI 48328-0440
Wednesday, May 17, 202310 AM - 11 AMNavigating Financial Setbacksopens in new windowWebinar
Wednesday, June 14, 2023Noon - 1 PMOptions for Job Changers and Retireesopens in new windowLunch and Learn:
Executive Office Building 41W
2100 Pontiac Lake Road
Royal Oak Conference Room - 2nd Floor
Waterford MI 48328-0440
Wednesday, June 21, 202310 AM - 11 AMOptions for Job Changers and Retireesopens in new windowWebinar