I specialize in helping business owners with retirement income planning and the challenges that come with transitioning away from running the business that they built.
Our expertise is helping professionals consolidate the 401(k) plans that they’ve accumulated during their career.
Securities offered through LPL Financial, Member FINRA / SIPC. Investment advice offered through Independent Advisor Alliance, a registered investment advisor. Independent Advisor Alliance and Blackbridge Financial are separate entities from LPL Financial. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents with the following states: AK, AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IL, KY, IN, LA, MA, MD, ME, MI, MN, MO, MS, NC, NJ, NM, NV, NY, OH, OR, PA, PR, RI, SC, TX, TN, UT, VA, VT, WA, WI, WV
Contact
3916 Balmoral Avenue Harrisburg, NC
28075 United States
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