1440 Old Lenoir Road
We offer all-inclusive financial planning and wealth management services to address the needs of families, individuals, and business owners.
We collaborate seamlessly with the other professionals in your life—CPA, and attorney—to provide what we feel is an unmatched level of service to you. Our alliances with insurance specialists, estate attorneys and tax professionals enable us to provide a comprehensive level of financial planning support and guidance.
With money management services handled in-house, we simplify the process and provide you with guidance that is clear and easy to understand, free of industry jargon.
Services for business owners cover both business-related and personal issues. With a specialized knowledge of corporate benefits programs and our general business wisdom and experience, we can help you meet your business operational challenges. Our services include designing and implementing plans for your organization and its specific situation and needs.
In-house Money Management
Business and Succession Planning
Life, Health, and Disability Insurance Analysis
Long-Term Care Insurance Analysis
Qualified Retirement Planning
Serving as Fiduciary on 3(38) and 3(21) Plans
ERISA 3(38) Investment Manager
Financial Planning Services
Retirement Planning for Closely Held 401(k) Plans
Fringe Benefit Planning
Group Benefits Planning
Property and Liability Insurance Analysis
Personal Retirement Planning
firstname.lastname@example.org | 828-381-8848