A major focus of our firm is asset protection and wealth creation. While developing customized financial goals, we will walk you through a step-by-step process that will help make you feel confident in your decisions.

Our endeavor is to provide an objective and educational process to help you make informed decisions.  To help implement solutions that will protect current lifestyles and future life income for consumers and their families.  To help you insure a smooth transition and enjoy the best years of your life.  It can be possible to live your life the way you've always dreamed! 

Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives.

We can help you execute sound financial goals utilizing the following products and services:

Business and Corporate Insurance Planning

  •         Employee Benefits:  Medical, Dental, Life, Disability
  •         Key Executive Benefits
  •         Business Succession Planning


 Individual Insurance

  •         Life Insurance
  •         Disability Insurance

Investment Advisory Services

  •        Fee-based Advisory planning offered for residents of North Carolina.
           Advisory services offered through LPL Financial


Retirement Planning   

  •        IRA Rollovers services
  •        Investment strategies - offered through LPL Financial
  •        Retirement strategies 
  •        Estate conservation
  •        Business succession
  •        Insurance and annuity products