Helping retirees, families, and businesses by helping grow and protect their investments. We are fee-based investment advisors who put client’s needs first as fiduciaries. We focus on the goals of the client and build a financial and retirement plan around those goals. We follow time-tested principles to deliver consistent advice to our clients and help achieve their goals. Whether it be crafting tax-advantaged strategies, helping to create an estate plan, managing the retirement plans of businesses, or planning for long term care, we are here for our clients. How We Help:· Growth of Assets through Investing· Wealth Protection· Planning for Retirement Income· 401k Investment Advice· Charitable Planned Giving· Equitable Estate DistributionTools We Use:· Tax-Efficient Investment Accounts· Stocks & Bonds· Exchange Traded Funds & Mutual Funds· Life Insurance & Annuities· Disability & Long Term Care InsuranceProfessional Partners:· Certified Public Accountants· Estate Planning Attorneys· Property & Casualty Insurance Brokers· Employee Benefits Advisors· Commercial & Personal Bankers· Real Estate Brokers

Helped companies optimize their cash management strategies. We met with the controllers and CFOs of organizations and after a thorough analysis of their collections, disbursements, investments and funding activities, we would deliver a strategic solution to help save them time and money.

Helped ensure hospitals, universities, non-profits and businesses continue to get the vital funding needed to maintain operations. I analyzed their financial statements to ensure they were in compliance with their loan covenants. Our team would work to get them back on a sustainable path when we saw they needed help.

Helped ensure the books for Bank of America's internal cash management and hedging strategies related to the investments of the Bank's $2,000,000,000,000 balance sheet.

Helped facilitate the trading of derivatives necessary to ensure a liquid world credit market. I assisted a team on the Charlotte Trading Floor during some of the darkest days of the "Great Recession." I also helped manage profit and loss, confirm trades with other banks and worked on negotiations with brokerage firms.

+ Assisting with analysis of non-traded REITs (Real Estate Investment Trusts)+ Assisting with 1031 property exchange research+ Coordination of communication with financial advisors