We work with clients from many walks of life on a wide variety of financial issues. However, our expertise can be leveraged with certain clients' situations more than others.
We may be a good fit for you if you:
- Are nearing retirement or are already retired:
Retirement and estate planning are our specialties. Estate planning services are offered in conjunction with your estate planning attorney.
- Are willing to be completely open and honest with us about your financial situation and life goals:
Good financial planning inherently requires you to share personal information. We understand and are sensitive to that. But we can’t help you if we don’t have all of the material facts.
- Have the discipline to follow a financial plan through the inevitable ups and downs of the market:
It does not require a crystal ball to know that markets can be volatile. We take that possibility into account when we build the plan upfront.
- Would be willing to refer us to other people you know who would be good clients if you are pleased with our service:
We would much rather spend our time doing financial planning for folks like you than drumming up new business.
If you are not sure we are right for you, call us at 336.397.2900 to
discuss it.
We will be glad to set up a no-obligation meeting with you.
Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC.
The LPL Financial registered representative associated with this page may only discuss and/or transact business with residents of the following states: NC, CA, FL, GA, KY, OH, and SC.