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Our Services

Financial Services and Planning Solutions: Serving NC families and family businesses for over 45 years.

WE FOCUS on providing financial guidance, estate & business succession planning and retirement income solutions. Our holistic planning approach is tailored to the needs of family businesses/professional partnerships, and individual families alike.

WE BELIEVE the key to successful financial planning is based on first obtaining a deep understanding of our clients' needs and goals, and then properly coordinating planning strategies with appropriate and creative solutions.

WE STRIVE to achieve a long-term relationship with our clients built on trust and understanding. We perceive financial planning as an ongoing, dynamic, and multi-generational process.

Financial Planning

Employer Sponsored Retirement Plans

401k Plans

Profit Sharing Plans

Single-Participant Retirement Plans

Executive Bonus Plans

Deferred Compensation Plans

Comprehensive Financial Plans

Retirement Income Planning

Educational Savings Planning

Charitable Giving Planning

Estate Planning

Business Continuity & Buy/Sell Planning




Mutual Funds

Exchange Traded Funds


Roth IRAs


529 Plans

Brokerage Accounts


Term Life Insurance

Universal Life Insurance

Whole Life Insurance

Indexed Life Insurance

Variable Life Insurance

Individual Disability Insurance

Long-Term Care Insurance

Hybrid Life/Long-Term Care Insurance

Choose Your Own Retirement Adventure

Retirement is one of the greatest adventures you’ll have. Which retirement adventure will you choose?
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The Business Cycle

How will you weather the ups and downs of the business cycle?
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Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
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For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

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