Duke Energy employees are on the front lines of the world energy market upheaval, yet they still have to work hard to provide for their families. They are often concerned over what their financial future will look like.I help Duke Energy employees work through these challenges to achieve a happy and secure retirement. Our focus starts with a protection first approach and then moves to developing an individual strategy for wealth building that seamlessly transitions to a secure retirement.My clients come to me when they: Need help understanding the complexities of the Duke Energy Retirement Savings Plan Desire guidance in handling market volatility and investment decisions Need help to develop a strategy that provides guaranteed income in retirementThe landscape has changed in your world and my clients are tired of not having enough time to: Monitor the nuances of their retirement accounts to make sure they are properly invested Sort through the ever-changing impact of taxes Search for good alternatives to limit the impact of market volatility on their investmentsWithin just a few months of working with us, our clients are frequently able to:o Feel at ease with a strategy built to adjust to your specific needso Depend upon a team of professionals available to help when inevitable life changes occuro Rely on a company that will be there when you need them mostI am a Duke retiree.In this role, my second career as a financial professional, my mission is to help Duke employees realize the dream of a happy and secure retirement. You’re in the position of working to provide for your family’s financial security. You spend the bulk of your time on the job but would rather put your energy toward planning for your family’s financial future.If you’re ready to start the conversation, then I invite you to send me a message here on LinkedIn or schedule a quick 15-minute introductory call where we can chat about your specific goals and dreams.6100 Fairview Rd Suite 400Charlotte, NC 28210704-371-8500
Listed skills include Legacy Planning, Management, Leadership, Strategic Planning, and 5 others.