Broker Check
Tune into Better Living Read Our Newest Publication Fortune Article The Facts About Income Tax


Private Wealth Management for Select Individuals

We provide private wealth management primarily for a select group of individuals who are retired or within five years of retirement. We have developed and refined a process to put the pieces of the retirement puzzle together. We call it the P4 Retirement Process: Be PROACTIVE, PLAN, PURSUE, PROSPER.

We take a proactive holistic approach to financial services because we believe that wealth management, risk management, tax management and debt management does not exist in a vacuum. We believe that achieving long-term financial objectives requires a multi-disciplinary methodology delivered by a team of experienced financial professionals.

In order to meet your long-term financial objectives and achieve your ideal retirement life-style, constructing a retirement plan centered on a workable process that is monitored and adjusted as life unfolds is both comforting and essential. We take a client-partner approach that involves our clients in the retirement process. We think it is important you know where you stand. We understand that incorporating a long-term financial strategy can seem daunting and our goal is to provide you with the advice, support, and tools you need to make the right decisions every day.

Today's markets require discipline, prudence and experience to achieve success. A retirement plan alone is like having a car and not knowing how to drive. Action is required from both the advisor and client. Usually when there is no mutual involvement in the planning, commitment lacks. We believe that you plan your retirement and that you pursue your plan. The failure to take consistent action is where most plans fall short.

Retirement is a challenge. Prosperity in retirement is the direct result of having a workable process. Our question to you: Looking over the past three years, did you end up where you thought you would be today? If not, what is your plan to be sure the next three years will unfold like you want them to?

Reach out to us today to review your financial situation: (336) 285-0829




Helpful Content

Revising Estate Strategy Assumptions

Revising Estate Strategy Assumptions

Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.

Mastering Mobile Lingo

Mastering Mobile Lingo

Can you keep up with your children’s mobile slang?

Understanding Marginal Income Tax Brackets

Understanding Marginal Income Tax Brackets

An inside look at how marginal income tax brackets work.

 

Value vs. Growth Investing

Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.

Planning for Special Needs Children

Planning for a special-needs child can be complicated, confusing, and even overwhelming.

Protecting Your Home Against Flood Loss

Protect yourself against the damage that your homeowners policy doesn’t cover.

Social Security: Two Benefit Strategies Eliminated

Here are several important changes to Social Security that may impact how and when you can begin taking income benefits.

Financial Strategies in a Post-DOMA World

The Supreme Court’s declaring DOMA unconstitutional may require some same-sex couples to reconsider their financial strategy.

Making Sense Of A Home Warranty

Understanding the value of a home warranty.

View all articles arrow

Social Security Taxes

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

Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

Disability Income

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

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.

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

Saving for College

This calculator can help you estimate how much you should be saving for college.

View all calculators arrow

5 Smart Investing Principles

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

Investment Strategies for Retirement

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

Long-Term-Care Protection Strategies

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

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Managing Your Lifestyle

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

An Inside Look at Retirement Living

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

View all presentations arrow

Charitable Giving: Smart from the Heart

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

Jane Bond: Infiltrating the Market

Agent Jane Bond is on the case, cracking the code on bonds.

A Fruitful Retirement: Social Security Benefit

Taking your Social Security benefits at the right time may help maximize your benefit.

Rightsizing for Retirement

What does your home really cost?

Inflation and Your Portfolio

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

Making Your Tax Bracket Work

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

View all videos arrow