RETIREMENT IS OUR FOCUS

CONNECT

Address:

231 Inwood Forest Drive
Raleigh, NC 27603

Phone:

919-439-0302

Fax/Other:

(919) 415-1788

Services

Our goal is to provide you with unparalleled service in the following areas of expertise that includes:



  • Financial Planning: Let us assist you with the logical step-by-step process that turns your own personal financial objectives into specific plans utilizing sophisticated computerized models. We will help you to develop strategies on how to implement these plans and realize your goals.

     
  • Employee Benefits: Many business owners mistakenly believe they cannot afford to offer benefits. But while going without benefits may boost your bottom line in the short run, this penny-wise philosophy could strangle your business's chances for long-term prosperity. We can put together many cost-effective options from group health insurance to 401k retirement plans which will help you attract and retain quality employees.

     
  • Insurance: Prepare for the unexpected by incorporating life, health, disability income and long-term care insurance as key components of your financial plan. You can choose among many plans and select the option that is right for you.

     
  • College Funding: We have been helping families planning for years in providing for their children’s and grandchildren's education. Let us help you determine your future educational spending needs and help you select a suitable investment that offers the power of tax-deferred growth and tax-free withdrawals for qualifying education expenses.

     
  • Retirement Plans: Developing a realistic plan so that you know how much you'll need to accumulate to accomplish your retirement goals. Together we will choose a suitable financial strategy from among annuities, managed investment accounts, IRAs, mutual funds and a host of retirement plans. As your life changes we will help you to adjust your investment options to ensure you are on track to reach your goals.

     
  • Estate Planning: When it comes to estate planning, what's not done is often the biggest mistake made. Even people who realize the importance of proper planning often don't have a plan in place. From psychological difficulties in facing one's own mortality to the more mundane problem of simply finding the time, the reasons people avoid developing an estate plan are as diverse as the individuals themselves. Still, nearly everyone—from the wealthy to those of very modest means—can benefit from a well-designed plan.

     
  • Charitable Giving: With our strategic approach to philanthropy we can help you define and realize your charitable goals within your unique family and financial situation.

     


Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck