Financial Services

Let us know how we can help you on your retirement journey.

Can you relate to any of this…

“I would love to be more confident about what retirement means for me, I just don’t know where to start.”
“In my career, I have always been the person everyone comes to for help, but when it comes to my retirement plan, I don’t even know what I should be asking.”
“I have a lot of patience in most areas of my life, however when it comes to my retirement plan, I am feeling really frustrated because I don’t know what I don’t know.”
“I know there are a ton of options when it comes to financial planners, but I’ve been burned before. I’m scared I’m going to choose the wrong team again.”
“I am used to achieving my goals in life and I need to know that I am supported in the big dreams that I have after retirement.”
“I know that retirement is approaching, and I don’t want to constantly be consumed with what this transition will look like for me.”
“I’ve saved, I’ve checked the boxes that I’m aware of, I know I’m somewhat prepared, but I need to know exactly what I should be doing so I’m in control.”
Financial Services - Peace Of Mind Wealth Management

 

We’ve all made mistakes in our lives, and I’m no exception.  In fact, in my early twenties I was arrested.  Now wait – before you close out the page – it’s not for what you’re thinking.  It’s worse…

In those days, you could actually be arrested for writing a bad check. I don’t know what’s more embarrassing, writing a bad check or the fact that it was for $35. Either way, I learned my lesson about money management, and it shaped the way I forever approached planning for the future.

Ever since then I have been committed to making choices that better my financial landscape and helping others do the same.  20 years ago, I started a financial firm that is dedicated to empowering our clients to secure their financial future.  My partner, Murs & I, know that the years leading up to retirement are not the time to be making costly mistakes.

We developed a simple, 4-step process that carries your past success all the way into your future so that the second half of your life is even better than your first.

 

Comments from those that know us:

The past four years have truly given me "peace of mind." I am a good money manager, but I fall far short on the investment side. Knowing you are protecting my funds has been a blessing.
- Karen, Raleigh
I want you to know that you folks have absolutely outdone yourselves this year in making me feel special and cared for. Your financial advice continues to support me and calm my anxieties. I brag to friends and relatives about your services and sanity.
- Robert, Carrboro
Wow, 7 years. Seems like yesterday we were reading your early books, watching your Sunday broadcasts, strategizing with you, and setting up much of our retirement plan going forward. We are extremely pleased with how it is all turning out - not just in the portfolio itself, but in the rest of the plan… with the annuities, trust, social security, strategies, our education and mind set, scenarios, and more. Thanks again for a vital and positive impact on our family’s future.
- Vic, Raleigh

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.

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.  This is all provided with no obligation to partner with us!

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 continue the relationship.

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, scheduled meetings throughout the year, and ongoing updates of what you need to know about the market via phone calls, texts, client events, our blog, and podcast.

Once you have a tailored-to-your-goals-plan, you’ll also hold the keys to your stress-free future.  Your Peace of Mind Retirement Planning Team will provide you with:

Comprehensive Environment - Peace Of Mind Wealth Management
A comprehensive environment with a team of like-minded people who are all on the same page; they know your goals, they are up-to-date on the status of your plan, and they are fully connected to your vision.
Give Access - Peace Of Mind Wealth Management
Access to leverage tools and resources that will allow you to stay as informed as your heart desires.
Engaged Community - Peace Of Mind Wealth Management
An engaged community of others similar to you that you can connect and build friendships with through our monthly events whether its a wine tasting, cooking class or an educational seminar.
Relax - Peace Of Mind Wealth Management
Relaxation knowing that you can enjoy the money you spent years earning and feel confident that you won’t run out.