I believe success should be measured not just by your financial well-being, but by how confident and secure you feel about your future. My mission is to help you reach your financial goals through a personal relationship based on experienced, knowledgeable advice. This focus is designed to add structure to your situation and educate your family on efficient uses of money.Many people think that financial planning is a once-and-done event that starts with the numbers and ends with investments and pie charts. But that's not what true financial planning is about.The process that I follow defines true financial planning as a comprehensive, ongoing approach to managing all areas of your financial life that takes into consideration your income, expenses, investments and debt; your short-term and long-term goals such as paying for college or retiring comfortably; your taxes and financial risks such as disability and death; and, finally, leaving a legacy.Specialties: -Personal and Business Comprehensive financial analysis-Executive benefits and Stock Options including ESPP and ESOP-401(k) analysis and implementation for owners and employees-Management of small business retirement plans -Fee Based and Fee Only Brokerage services and portfolio review-Estate and tax planning strategies-Charitable Giving and Foundation management-Financial workshops and guest speakingSecurities offered through FSC Securities Corporation, a registered broker-dealer and Member FINRA/SIPC. Carolina Wealth Stewardship Group is not affiliated with FSC Securities Corporation or registered as a broker dealer or a registered investment advisor. Carolina Wealth Stewardship Group is a marketing designation.