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Services
Hourly Financial Planning

Not everyone needs a comprehensive Financial Plan. You pay only for our time and expertise, and we provide financial advice addressing your specific financial concerns.

Hourly Financial planning addresses 1 or more of the following topics:

  • Cash flow analysis and recommendations
  • Financial goal setting
  • Investment planning
  • Retirement planning
  • Retirement income planning
  • Pension options
  • Stock option planning
  • Social Security planning
  • Education planning
  • Insurance needs analysis
  • Major Purchases such as buying a home
  • Life Decisions such as considering a move or job change

How it Works

  1. Initial Inquiry
  2. Free Get Acquainted Meeting: We’ll get to know each other and see if we’re a good fit
  3. Data Gathering: We’ll ask lots of questions and you’ll provide answers as well as financial documents
  4. Goal Setting: We’ll talk about your dreams, the lifestyle you want to lead and your bucket list items.
  5. Analysis & Plan Formulation:  We’ll provide you options to reach your goals
  6. Presentation of Your Plan: We create a customized action plan to achieve your goals
  7. Financial Check: ups as need or periodically
Comprehensive Financial Plan
Through a multiple meeting process we will gather your financial information and create an action plan to achieve your goals.

The Comprehensive Financial Plan addresses 6 or more of the following topics:

  • Cash flow analysis and recommendations
  • Financial goal setting
  • Investment planning
  • Retirement planning
  • Retirement income planning
  • Pension options
  • Stock option planning
  • Social Security planning
  • Education planning
  • Insurance needs analysis
  • Major Purchases such as buying a home
  • Life Decisions such as considering a move or job change

How it Works

  1. Initial Inquiry
  2. Free Get Acquainted Meeting: We’ll get to know each other and see if we’re a good fit
  3. Data Gathering: We’ll ask lots of questions and you’ll provide answers as well as financial documents
  4. Goal Setting: We’ll talk about your dreams, the lifestyle you want to lead and your bucket list items.
  5. Analysis & Plan Formulation:  We’ll provide you options to reach your goals
  6. Presentation of Your Plan: We create a customized action plan to achieve your goals
  7. Financial Check: ups as need or periodically
Investment Management

Assets Under Management Fee
0-$999,999.99 1.00%
$1,000,000.00 - $4,999,999.00 0.75%
$5,000,000 or more 0.50%

We create a portfolio that is custom tailored to meet the individualized needs, time horizon and investment objectives of the client. Our clients are able to link their retirement plan accounts to the emoney portal so that we can incorporate their retirement plan into the overall investment plan. Once the portfolio is constructed, we will monitor and make changes to the portfolio as market conditions and client circumstances may require.

Investment Management Service Includes:

  • Investment Policy Statement
  • Emoney Portal to view all your accounts in one place
  • Quarterly Performance Reports
  • Annual Performance Review and Financial Plan check in
  • Financial Planning advice

How it Works

  1. Initial Inquiry
  2. Free Get Acquainted Meeting: We’ll get to know each other and see if we’re a good fit
  3. Data Gathering: We’ll ask lots of questions and you’ll provide answers as well as financial documents
  4. Open and Fund Account(s)
  5. Create an enduring partnership on your wealth building journey

 

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 IMPORTANT DISCLOSURES

Broadridge Investor Communication Solutions, Inc. does not provide investment, tax, or legal advice. The information presented here is not specific to any individual's personal circumstances.

To the extent that this material concerns tax matters, it is not intended or written to be used, and cannot be used, by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Each taxpayer should seek independent advice from a tax professional based on his or her individual circumstances.

These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable—we cannot assure the accuracy or completeness of these materials. The information in these materials may change at any time and without notice.

This communication is strictly intended for individuals residing in the state(s) of NC. No offers may be made or accepted from any resident outside the specific states referenced.
 


Check the background of this financial professional on FINRA's BrokerCheck.