How We Work

Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. Our entire team works together, hand in hand, always acting in your best interest, with all your goals and dreams firmly in mind.

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 Corporation.

 Retirement Planning

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

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you. | (336) 299-2986