Charlotte: 704-248-8549 | Clemmons: 336-391-3409


We are dedicated to helping you identify and achieve your retirement goals by offering retirement income planning, tax reduction strategies, social security maximization as well as a full spectrum of insurance services including LTC and disability. We have access to top industry professionals, processes and products and use strategies of safety and low risk to protect your retirement from loss.

We listen carefully, research thoroughly, and encourage questions until you feel comfortable proceeding. Once a client, your plan is reviewed together annually and we are always available to conference when you have questions or circumstances change.

We are equally dedicated to continually educating ourselves and our clients as changes in laws occur which could affect your retirement strategy and provide frequent education events to the community. Call or email us for a complimentary review of your current retirement strategy and take the first step in ‘protecting your retirement from market losses with safe money strategies’.

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As we plan for 2015, it’s important to look back at the trends and changing legislation to assist in making decisions going forward. In this report are the five areas to keep a close eye on as you navigate 2015. Click Here to read more or Fill out the webform above and select "2015 Retirement Planning Issues!"


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What you Need to Know about Sequence of Returns