In the Community In the Community We take pride in making a positive impact on the communities we serve. Annual Red Cross Volunteer Day Every year we raise money for the American Red Cross. In 2023 alone, we raised over $25,000. We hand deliver the check and spend the day volunteering as a team. Annual Golf Event We host a gold event for our top clients and their families. This is a great way to deepen relationships and have little fun. Client Seminars We host monthly educational client seminars to help teach them about a range of topics from retirement planning, to basics of investing and more.