Jim Herzog

Educating families to gain financial peace

For the past 40 years, my goal has been to educate attendees to  options that can improve their success in retirement.  As you build for retirement, understanding the options can improve medical benefits, maximize Social Security and help you protect assets from rising taxes.  The combination can insure success and relieve stress.   

Clint Braswell

Planner and Educator

Ever since I had an opportunity to teach computer skills for a private college back in the mid-80's, I've always enjoyed sharing whatever knowledge I have that might help other people.  Even after all these years, I'm still drawn to sharing information that will help others become more knowledgeable (and comfortable) when making important financial decisions.