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Greensboro, North Carolina 27408
336-285-7440

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The world has certainly changed!  Remember when people worked at the same job, lived in the same house, and one spouse could support the whole family?  Well, as Bob Dylan once said “times they are a changin.” No longer can you rely on a hefty pension or rely on social security to carry you through retirement.

Your dreams and hopes may not have changed but everything else has.  How you will achieve your dreams has become more and more complicated, especially when it comes to your finances.

You need a retirement blueprint.  Much like building a house you need someone that understands all the components of the project and can “put it all together.” That’s where we can help you!

We hope your visit here will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this Web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most important, we hope you see the value of working with skilled professionals to pursue your financial goals.

We’re here to help educate you about the basic concepts of financial management; to help you learn more about who we are; and to give you fast, easy access to market performance data. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn’t want you to miss any developments in the area of personal finance.

Helpful Content

“Dirty Dozen” Tax Scams to Watch For

“Dirty Dozen” Tax Scams to Watch For

Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.

Tips for Finding Care for Your Special-Needs Child

Tips for Finding Care for Your Special-Needs Child

The care of special-needs children continues into their adult years, and may survive the passing of their parents.

The ABC’s of Auto Insurance

The ABC’s of Auto Insurance

What kind of auto insurance should you have? Do you know?

 

Inflation - Back to the Future

Even low inflation rates over an extended period of time can impact your finances in retirement.

Tax Deductions You Won't Believe

Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.

What’s Your Investment IQ?

You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz

Donating Art: Taxation Abstraction

The tax rules that govern donating art are complex and confusing. Take a closer look.

Insurance Needs Assessment: When You're Newly Married

Marriage changes everything, including your insurance needs.

Budgeting After a Divorce

Divorce is the second most stressful time in a person's life. Here's some tips to get through it.

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Contributing to an IRA?

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

Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

Lifetime of Earnings

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

Historical Inflation

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

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Long-Term-Care Protection Strategies

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

Retirement Plan Distributions

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

Protecting Those Who Matter Most

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

5 Smart Investing Principles

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

Managing Your Lifestyle

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

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

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Can Election Results Predict the Market?

How do the markets usually react to elections? Was the 2016 election any different?

Forecast

The market is as unpredictable as the weather. We’d love to help you prepare.

The Business Cycle

How will you weather the ups and downs of the business cycle?

The Rule of 72

Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.

Investments

You’ve made investments your whole life. Work with us to help make the most of them.

Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.

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