Who We Are

Who We Are

Our mission is to ensure our clients worry more about their life and less about their money.
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Our Team

We’re on a mission to help you worry more about your dreams and less about your money.

Giving Back

"We make a living by what we get; we make a life by what we give.”
- Winston Churchill

Careers

If you’re a hard worker with a passion for helping others succeed, we want to hear from you.
Problems We Solve
Financial Workshops

Financial Workshops

We hold a variety of events focused on relevant financial issues that today’s retirees face.
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Retirement Planning Course

Educational retirement seminars for pre-retirees & retirees.

Live Financial Workshops

Learn how to invest and position your retirement savings properly.

Medicare Classes

Learn how to invest and position your retirement savings properly.
TV Show

Client Login

Account Access

Black Diamond Account Access

Client Resources

Retirement Solutions with Bill Smith Episodes

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