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Greensboro, North Carolina 27410

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Experience. Trust. Integrity. Discretion.

Our Second Opinion Process

Are you on track to achieve your planning goals? Do you believe your current advisors are exploring all available solutions to get you there? Did the latest round of economic events set your plan back? What are your most significant financial concerns and are your advisors managing them effectively with your interests in the forefront? Maybe it's time to consider entertaining a second opinion.  |  Learn more about our Second Opinion Process »

Family Office

Today’s affluent families are seeking more than the typical wealth management relationship. These families have needs and complexities that require a unique approach. They are seeking an advisor relationship that takes into consideration all of their family’s goals from intergenerational planning, business succession, tax planning, internal family complexities, philanthropy and more. Understanding that this can only be accomplished by deploying a team of skilled advisors with a dedicated support team that focuses on their needs and not just their portfolios, where do they turn? Our solution is our Family Office Services.  |  Learn more about our Family Office »

Marital Asset Protection

While the personal effects of divorce are complex enough to deal with on their own, adding financial concerns to the equation makes divorce even more difficult. Our team is here, not only to help you through your divorce, but also to help you take control of your financial future. More than that, we are inspired to help you pave the way for your financial independence!  |  Learn more about Marital Asset Protection »

 

Helpful Content

Password Protection Strategies

Password Protection Strategies

Simple steps may help you foil hackers and protect your privacy.

A Decision Not Made is Still a Decision

A Decision Not Made is Still a Decision

Investors who put off important investment decisions may face potential consequence to their future financial security.

Understanding the Alternate Valuation Date

Understanding the Alternate Valuation Date

Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."

 

Catch-Up Contributions

Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.

Are Women and Financial Strategies a Mismatch?

Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their futures to chance.

Get Paid for Going Green

Those looking into environmentally minded home modifications may get a boost from Uncle Sam’s tax incentives.

Split Annuity Strategy

Here's one strategy that combines two different annuities to generate income and rebuild principal.

Healthcare Costs in Retirement

Without a solid approach, health care expenses may add up quickly and potentially alter your spending.

Retirement Income and the Traditional Portfolio

Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.

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Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.

Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

Doubling Your Money

This calculator demonstrates the power of compound interest.

Interested in a Fuel Efficient Car?

Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

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Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

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What Smart Investors Know

Smart investors take the time to separate emotion from fact.

What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.

The Other Sure Thing

Though we don’t like to think about it, all of us will make an exit sometime, and those we love may suffer if we are not prepared.

The Power of Tax-Deferred Growth

Why are 401(k) plans, annuities, and IRAs so popular?

Do You Feel Lucky?

Recent changes in estate tax laws could affect the strategy you have in place.

Making Your Tax Bracket Work

Have you explored all of your choices when it comes to managing your taxable income?

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