Financial Convergence

We are wholehearted people working with you to establish what is important to you.  People committed to working beside and with you to craft financial strategies tailored to your goals, dreams, and ambitions.  We bring hope, wisdom and results. 

We create and utilize strategies that establish stability, security, and freedom for those we serve and their future generations.  Let’s start talking about when we do to GET TO  instead of HAVE TO financially.  At what point will we have a standard of living that will be passively met for the rest our lives?  At what point do we get to buy our time back?

 

 

Upcoming (0)

Sorry, there are no upcoming events

Past (16)

Social Security Education Event (Nov 12th 2019) primary image

Social Security Education Event (Nov 12th 2019)

Tue, Nov 12 • 6:30 PM

Free

Refocus Retirement Planning (Nov 7th 2019) primary image

Refocus Retirement Planning (Nov 7th 2019)

Thu, Nov 7 • 6:30 PM

Free

Social Security Education Event (Nov 5th 2019) primary image

Social Security Education Event (Nov 5th 2019)

Tue, Nov 5 • 6:30 PM

Free

Social Security Education Event (Oct 15th 2019) primary image

Social Security Education Event (Oct 15th 2019)

Tue, Oct 15 • 6:30 PM

Free

Social Security Education Event (Oct 10th 2019) primary image

Social Security Education Event (Oct 10th 2019)

Thu, Oct 10 • 6:30 PM

Free

Social Security Education Event (Oct 09th 2019) primary image

Social Security Education Event (Oct 09th 2019)

Wed, Oct 9 • 6:30 PM

Free

Concord - Social Security Education Event (Sept 5th 2019) primary image

Concord - Social Security Education Event (Sept 5th 2019)

Thu, Sep 5 • 6:30 PM

Free

Concord - Social Security Education Event (Sept 4th 2019) primary image

Concord - Social Security Education Event (Sept 4th 2019)

Wed, Sep 4 • 6:30 PM

Free

Social Security Education Event (Aug 21st 2019) primary image

Social Security Education Event (Aug 21st 2019)

Wed, Aug 21 • 6:30 PM

Free

Social Security Education Event (Aug 20th 2019) primary image

Social Security Education Event (Aug 20th 2019)

Tue, Aug 20 • 6:30 PM

Free

The Only 4 Ways to Increase Annuity Income:  AnnuityCheck Education Series primary image

The Only 4 Ways to Increase Annuity Income: AnnuityCheck Education Series

Free

Establishing a Life Of Impact primary image

Establishing a Life Of Impact

Thu, Jun 28 • 8:00 AM

Check ticket price on event

Social Security Education Event (Nov 12th 2019) primary image

Social Security Education Event (Nov 12th 2019)

Tue, Nov 12 • 6:30 PM

Free

Refocus Retirement Planning (Nov 7th 2019) primary image

Refocus Retirement Planning (Nov 7th 2019)

Thu, Nov 7 • 6:30 PM

Free

Social Security Education Event (Nov 5th 2019) primary image

Social Security Education Event (Nov 5th 2019)

Tue, Nov 5 • 6:30 PM

Free

Social Security Education Event (Oct 15th 2019) primary image

Social Security Education Event (Oct 15th 2019)

Tue, Oct 15 • 6:30 PM

Free

Social Security Education Event (Oct 10th 2019) primary image

Social Security Education Event (Oct 10th 2019)

Thu, Oct 10 • 6:30 PM

Free

Social Security Education Event (Oct 09th 2019) primary image

Social Security Education Event (Oct 09th 2019)

Wed, Oct 9 • 6:30 PM

Free

Concord - Social Security Education Event (Sept 5th 2019) primary image

Concord - Social Security Education Event (Sept 5th 2019)

Thu, Sep 5 • 6:30 PM

Free

Concord - Social Security Education Event (Sept 4th 2019) primary image

Concord - Social Security Education Event (Sept 4th 2019)

Wed, Sep 4 • 6:30 PM

Free

Social Security Education Event (Aug 21st 2019) primary image

Social Security Education Event (Aug 21st 2019)

Wed, Aug 21 • 6:30 PM

Free

Social Security Education Event (Aug 20th 2019) primary image

Social Security Education Event (Aug 20th 2019)

Tue, Aug 20 • 6:30 PM

Free

The Only 4 Ways to Increase Annuity Income:  AnnuityCheck Education Series primary image

The Only 4 Ways to Increase Annuity Income: AnnuityCheck Education Series

Free

Establishing a Life Of Impact primary image

Establishing a Life Of Impact

Thu, Jun 28 • 8:00 AM

Check ticket price on event

We are wholehearted people working with you to establish what is important to you.  People committed to working beside and with you to craft financial strategies tailored to your goals, dreams, and ambitions.  We bring hope, wisdom and results. 

We create and utilize strategies that establish stability, security, and freedom for those we serve and their future generations.  Let’s start talking about when we do to GET TO  instead of HAVE TO financially.  At what point will we have a standard of living that will be passively met for the rest our lives?  At what point do we get to buy our time back?

 

 

Events

Sorry, there are no upcoming events
Social Security Education Event (Nov 12th 2019) primary image

Social Security Education Event (Nov 12th 2019)

Tue, Nov 12 • 6:30 PM

Free

Refocus Retirement Planning (Nov 7th 2019) primary image

Refocus Retirement Planning (Nov 7th 2019)

Thu, Nov 7 • 6:30 PM

Free

Social Security Education Event (Nov 5th 2019) primary image

Social Security Education Event (Nov 5th 2019)

Tue, Nov 5 • 6:30 PM

Free

Social Security Education Event (Oct 15th 2019) primary image

Social Security Education Event (Oct 15th 2019)

Tue, Oct 15 • 6:30 PM

Free

Social Security Education Event (Oct 10th 2019) primary image

Social Security Education Event (Oct 10th 2019)

Thu, Oct 10 • 6:30 PM

Free

Social Security Education Event (Oct 09th 2019) primary image

Social Security Education Event (Oct 09th 2019)

Wed, Oct 9 • 6:30 PM

Free

Concord - Social Security Education Event (Sept 5th 2019) primary image

Concord - Social Security Education Event (Sept 5th 2019)

Thu, Sep 5 • 6:30 PM

Free

Concord - Social Security Education Event (Sept 4th 2019) primary image

Concord - Social Security Education Event (Sept 4th 2019)

Wed, Sep 4 • 6:30 PM

Free

Social Security Education Event (Aug 21st 2019) primary image

Social Security Education Event (Aug 21st 2019)

Wed, Aug 21 • 6:30 PM

Free

Social Security Education Event (Aug 20th 2019) primary image

Social Security Education Event (Aug 20th 2019)

Tue, Aug 20 • 6:30 PM

Free

The Only 4 Ways to Increase Annuity Income:  AnnuityCheck Education Series primary image

The Only 4 Ways to Increase Annuity Income: AnnuityCheck Education Series

Free

Establishing a Life Of Impact primary image

Establishing a Life Of Impact

Thu, Jun 28 • 8:00 AM

Check ticket price on event

Social Security Education Event (Nov 12th 2019) primary image

Social Security Education Event (Nov 12th 2019)

Tue, Nov 12 • 6:30 PM

Free

Refocus Retirement Planning (Nov 7th 2019) primary image

Refocus Retirement Planning (Nov 7th 2019)

Thu, Nov 7 • 6:30 PM

Free

Social Security Education Event (Nov 5th 2019) primary image

Social Security Education Event (Nov 5th 2019)

Tue, Nov 5 • 6:30 PM

Free

Social Security Education Event (Oct 15th 2019) primary image

Social Security Education Event (Oct 15th 2019)

Tue, Oct 15 • 6:30 PM

Free

Social Security Education Event (Oct 10th 2019) primary image

Social Security Education Event (Oct 10th 2019)

Thu, Oct 10 • 6:30 PM

Free

Social Security Education Event (Oct 09th 2019) primary image

Social Security Education Event (Oct 09th 2019)

Wed, Oct 9 • 6:30 PM

Free

Concord - Social Security Education Event (Sept 5th 2019) primary image

Concord - Social Security Education Event (Sept 5th 2019)

Thu, Sep 5 • 6:30 PM

Free

Concord - Social Security Education Event (Sept 4th 2019) primary image

Concord - Social Security Education Event (Sept 4th 2019)

Wed, Sep 4 • 6:30 PM

Free

Social Security Education Event (Aug 21st 2019) primary image

Social Security Education Event (Aug 21st 2019)

Wed, Aug 21 • 6:30 PM

Free

Social Security Education Event (Aug 20th 2019) primary image

Social Security Education Event (Aug 20th 2019)

Tue, Aug 20 • 6:30 PM

Free

The Only 4 Ways to Increase Annuity Income:  AnnuityCheck Education Series primary image

The Only 4 Ways to Increase Annuity Income: AnnuityCheck Education Series

Free

Establishing a Life Of Impact primary image

Establishing a Life Of Impact

Thu, Jun 28 • 8:00 AM

Check ticket price on event