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Shred Day 2018

Thanks to all who participated in our 3rd annual shredding event last Friday.  We host this free community event each year as part of our effort to prevent identity theft and promote recycling of unwanted paperwork (sensitive or not).  Additionally, we honor our value of going the extra mile and provided volunteers to unload boxes and bags from cars, and served participants a shredded BBQ sandwich.


We had another successful event, and most importantly, cooperating weather.


•          135 car loads and over 200 sandwiches served

•          Shredding and recycling of ~6,000lbs of paper

•          Great food & conversation

•          Fantastic weather with very short wait times


We awarded one lucky winner tickets to see the Reds play the Pirates later this Summer, and to enjoy free food and drink in the Champions Club seats.  Our company intends to hold this event annually in early June, so please keep our phone number and website handy for updated details ( on the next event date.

View the Shred Day 2018 infographic here.


If you missed the event, you may enjoy watching our video and joining us next year.


If you and your family are seeking financial planning or investment guidancewe would be honored if you considered our firm for those needs.  We would also be happy to provide an objective second opinion on the advice you currently receive, and if you’re getting comparable to the Total Wealth Planning approach.


Thanks again and we hope you have a delightful summer!

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