445 Dolley Madison Road, Suite 306
Greensboro, North Carolina 27410

866-773-3995 • 336-235-6600

Email Us Your Questions

 

Greensboro • Raleigh • Charlotte • Atlanta • Dallas • Charleston • Orlando 

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

The Business Cycle

The Business Cycle

Understanding the economy's cycles can help put current business conditions in better perspective.

Estate Management Checklist

Estate Management Checklist

Is your estate in order? This short quiz may help you assess your overall strategy.

The Cost of Procrastination

The Cost of Procrastination

Don't let procrastination keep you from pursuing your financial dreams and goals.

 

Buying vs. Leasing a Car

Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.

Disability and Your Finances

In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.

9 Facts About Social Security

There are things about Social Security that might surprise you.

The Cost of Procrastination

Don't let procrastination keep you from pursuing your financial dreams and goals.

Choosing a Business Structure

Entrepreneurs all face the same question, “Which business structure should I adopt?”

Insuring Your Business With a Buy/Sell Agreement

Buy/sell agreements are designed a business against the death of a principal or key employee.

View all articles arrow

Comparing Investments

Estimate the potential capital gains taxes due on your transactions.

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

Lifetime of Earnings

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

View all calculators arrow

Tax Management Strategies

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

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

5 Smart Investing Principles

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

View all presentations arrow

Women and Retirement

Women are great at multi-tasking. But many drop the ball when preparing for retirement.

A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.

To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

What Smart Investors Know

Smart investors take the time to separate emotion from fact.

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations? Here are three tips.

Interest Rates: How Low Can They Go?

The question used to be how low can interest rates go. Now it's how long can rates remain at their historic low levels?

View all videos arrow