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FOCUS
We work predominately with individuals as they approach retirement and begin enjoying their "golden years." We appreciate your unique needs and desires for your retirement. We excel at assisting our clients in building a personal Financial Road Map to meet their changing priorities in the areas of cash flow planning, investments, estate, tax, insurance, and asset protection.
SERVICE
We treat our clients like family: we have your best interests at heart. We constantly strive to educate and disclose to our clients both the pros and the cons of any financial decision that they must face. In our experience, when retirees have "all of the facts", they are in a better position to make decisions about their financial future.
SATISFACTION
We take tremendous pride in delighting our customers. We are proud to be a member of the Raleigh Better Business Bureau. We provide a money-back guarantee on our fee-based financial planning.
