Wealth Management Services designed to provide you with…
4 Steps to Secure Your Retirement Video Course
Retirement Planning Service in North Carolina
Secure Your Retirement Podcast
Our Promise to You
Ease
Our relationship with you is designed to give you peace of mind. We work closely with you to make your retirement planning as stress-free as possible.
Enjoyment
Your retirement should be as pleasurable as you desire it to be without restrictions! We take proactive measures so you can focus on what's most important to you.
Engagement
We meet you where you're at. From the frequency of communication to the level of support, we cultivate a partnership that is reflective of what is ideal to you.
You Have Been Successful. You Have Saved With Discipline. Our Financial Advisors Are Here To Help.
You have been successful. You have saved with discipline. You have a 401K, an IRA, an investment account, and you may even already have taken the steps to work with an advisor. Overall, you believe you are on the right track when it comes to being able to retire without restrictions. However, you are unsure on how everything you have done translates to what your life will look like in retirement.
Retirement is approaching and you can’t afford to make mistakes with your money. In the back of your mind, there are concerns about what happens if there is another financial downfall as you are getting closer to having the life you have dreamed about. There’s a desire for answers but you tend to struggle to figure out what questions to ask. You possibly are frustrated by the lack of clarity on what to do and whether or not the advice you’re getting can be trusted. You may have made the mistake before of not doing enough diligence on the Raleigh financial advisors you work with and are cautious to explore another relationship.
Worried that your financial strategy is Missing Something?
We believe everyone should be able to live the retirement they’ve always wanted. Our team of wealth management professionals can help you create a well-thought-out strategy.
Personalized Introduction
During our initial meeting we take time to learn about you and discover your retirement goals. We will transparently answer your questions and determine together whether or not we are the potential, right fit for you.
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Personalized Plan
Our next step is to present you with a custom retirement income plan that is created with your risk comfort level. As a part of this plan, we share an analysis of your current portfolio that determines any possible underlying risks.
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Personalized Options
From here, we will discuss any questions that may have arisen and identify needed adjustments. We will review what a trusted partnership would look like for you and decide if it makes sense for us to ...
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Personalized Monitoring
Once your Peace of Mind Retirement Plan is implemented, you will receive monthly video updates of what specifically is happening with your financial portfolio…
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Your Peace of Mind Retirement Plan will…
- Instantly relieve your worries, concerns, and fears around having enough money in retirement
- Positively impact your ability to enjoy the fruits of your labor
- Significantly affect the way you feel in the years leading up to retirement
- Clearly have the answers to any of your lingering questions
- Immediately set you on the path to your dream retirement!
Most Common Questions
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Are you a fiduciary?
Yes. We are both a legal and ethical fiduciary which means not only are we required by law to do what’s in the best interest for our client, but we also choose to practice that way based on what we believe is right.
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What’s the difference between a fee-based and a commission-only financial advisor?
We are fee-based financial advisors, which means that we make unbiased recommendations for you based on what’s in your best interest, not what is going to pay us a commission. A commission-only financial advisor is not a fiduciary.
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How do I know I can trust you?
We are an open book when it comes to how we work with and support our clients’ financial interests. We always welcome you to join us at one of our upcoming events and you’ll see why so many savvy people like yourself choose to partner with us.
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I’m afraid I’ll make a mistake.
The only mistake you can make is not educating yourself on your options. By scheduling your complimentary consultation, you can learn more about what your options are without any obligation to move forward with us.
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How do I know I’m not being taken advantage of?
The best thing you can do for your financial future is to be informed of your options. Schedule your complimentary call today to take the next step to securing your financial future.
