Our Mission: To Educate and Advise
We are experienced financial educators with decades of experience teaching workshops and seminars. We have established the southeastern Florida Chapter of SOFA, the Society for Financial Awareness, which is a 501(c)(3) non-profit organization. SOFA is dedicated to eliminating financial illiteracy.
Our SOFA seminars are for financial education only. There is absolutely no selling and no further obligation. However, for those that desire a personalized assessment we do offer a complimentary private strategy session as part of every workshop.