PROVIDING FINANCIAL EDUCATION ACROSS AMERICA ONE COMMUNITY AT A TIME
Schedule a Meeting
to Learn More & Discuss Financial Education with a Local Representative
What We Offer
» Group Events and Companies & Organizations
» Adult Education Workshops at Libraries, Park Districts,
and Community Centers
» Free Workshops with Absolutely No Selling
» Increase Financial Literacy for Your Group and Community
» Strengthen Morale & Embolden Participants
» Taught by Local Professionals
Our Mission: To be a leading provider in financial literacy programs across America, One community at a time.
Revisiting the Basics to Ensure Your Family's Financial Future
87% of teens report their parents are their main source of financial education, while more
than 56% of married couples report having serious problems related to their finances.
(Moneymanagement.com & Charles Schwab Foundation)
Investment advisory services are offered through a separate entity, Portfolio Medics, LLC. Insurance services are provided through Paul M. Tarins LLC, a licensed insurance agency. Paul Tarins provides insurance services to clients through Sovereign Retirement Solutions, and investment advisory services through Portfolio Medics. Nothing in this website should be construed as investment advice. Sovereign Retirement Solutions and Portfolio Medics are not affiliated.