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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
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.
Date | Time | Topic | Location |
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Wednesday, April 12, 2023 | Noon - 1 PM | Myths About Retirement Plansopens in new window | Lunch and Learn: Executive Office Building 41W 2100 Pontiac Lake Road Royal Oak Conference Room - 2nd Floor Waterford MI 48328-0440 |
Wednesday, April 19, 2023 | 10 AM - 11 AM | Myths About Retirement Plansopens in new window | Webinar |
Wednesday, May 10, 2023 | Noon - 1 PM | Navigating Financial Setbacksopens in new window | Lunch and Learn: Executive Office Building 41W 2100 Pontiac Lake Road Royal Oak Conference Room - 2nd Floor Waterford MI 48328-0440 |
Wednesday, May 17, 2023 | 10 AM - 11 AM | Navigating Financial Setbacksopens in new window | Webinar |
Wednesday, June 14, 2023 | Noon - 1 PM | Options for Job Changers and Retireesopens in new window | Lunch and Learn: Executive Office Building 41W 2100 Pontiac Lake Road Royal Oak Conference Room - 2nd Floor Waterford MI 48328-0440 |
Wednesday, June 21, 2023 | 10 AM - 11 AM | Options for Job Changers and Retireesopens in new window | Webinar |