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Greensboro, North Carolina 27408
336-285-7440

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Your Personal Recovery The Power of Tax-Deferred Growth The Other Sure Thing Choosing a Mortgage

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.

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Does Your Credit Score Affect Your Insurance Rates?

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A Home Insurance Claim: To File Or Not To File

A Home Insurance Claim: To File Or Not To File

Learn when it may not make sense to file a claim on your home insurance.

The Other Sure Thing

The Other Sure Thing

Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?

 

A Brief Guide To Condo Insurance

Important items to consider when purchasing condo insurance.

Good Health is Good Business

Good employee health can be great for the company’s bottom line.

Asset Allocation

Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.

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The Ivory Tower Changes Wall Street

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

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Long-Term-Care Protection Strategies

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Managing Your Lifestyle

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

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Principles of Preserving Wealth

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

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

Estate Management 101

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What is your plan for health care during retirement?

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What does your home really cost?

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