2607 Oberlin Road
Raleigh, NC 27608


16 Wall Street Cliches in 60 Seconds Inflation and Your Portfolio Making Your Tax Bracket Work Raise Your Retirement Income

Financial Planning & Investment Management

We work with families and businesses by helping them grow and protect their investments.  We are fee-based investment advisors who put the client’s needs ahead of our own.  We focus on the goals of the client and build a financial plan around those goals.  We follow time-tested principles to deliver consistent advice to our clients and help them achieve their goals.  

Whether it be crafting tax-advantaged strategies, helping to create an estate plan, or planning for long term care, we are here for our clients.


How We Help:

·        Long Term Asset Growth

·        Wealth Protection

·        Planning for Retirement Income

·        Charitable Planned Giving

·        Equitable Estate Distribution

·        401k Investment Advice


Tools We Use:

·        Tax-Efficient Managed Accounts

·        Stocks & Bonds

·        Exchange Traded Funds & Mutual Funds

·        Life Insurance & Annuities

·        Disability & Long Term Care Insurance

Professional Partners:

·        Certified Public Accountants

·        Estate Planning Attorneys

·        Property & Casualty Insurance Brokers

·        Employee Benefits Advisors

·        Commercial & Personal Bankers

·        Real Estate Brokers

Helpful Content

The Power of Compound Interest

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

Making Your Tax Bracket Work

Making Your Tax Bracket Work

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

Healthy Body, Healthy Pocketbook

Healthy Body, Healthy Pocketbook

Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.


Getting a Head Start on College Savings

A few strategies that may help you prepare for the cost of higher education.

A Penny Saved is Two Pennies Earned

Here are some simple and inexpensive energy-saving tips that may help you save money.

Healthy Body, Healthy Pocketbook

Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.

Inflation & Your Money

It's important to understand how inflation is reported and how it can affect investments.

Critical Estate Documents

Sound estate management includes creating financial and healthcare documents. Here's an inside look.

Making Sense of U.S. Household Net Worth

A look inside the U.S. government's statistics on household net worth.

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Disability Income

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

What Is My Current Cash Flow?

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

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

Lifetime of Earnings

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

Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

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Protecting Those Who Matter Most

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

Investment Strategies for Retirement

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

An Inside Look at Retirement Living

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

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Retirement Plan Distributions

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

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

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Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

The Real Cost of a Vacation Home

What if instead of buying that home, you invested that money?

The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

Choosing a Mortgage

Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

The New Wild West: Bitcoin

Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.

When Do You Need a Will?

When do you need a will? The answer is easy: right now.

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