Whether it is helping business owners and CPAs implement under utilized tax strategies or families plan for their dream retirement, I love creating a positive impact to their financial situation.What sets me apart from other advisors? Strategies!! As a fiduciary I will always serve my client's best interests.Contact me and let's discuss what approaches are applicable for you and how they will positively impact your wealth.FREE CONSULTATION: I would love to speak with about how I can help you reach your retirement goals. Feel free to contact me at ☎ 336-281-9990 or via email at Wesley@AssetPreservation.netInvestment advisory services offered through Brookstone Capital Management, LLC (BCM), a registered investment advisor. BCM and (insert your DBA name here) are independent of each other. Insurance products and services are not offered through BCM but are offered and sold through individually licensed and appointed agents.Fiduciary duty extends solely to investment advisory advice and does not extend to other activities such as insurance or broker dealer services. Advisory clients are charged a monthly fee for assets under management while insurance products pay a commission, which may result in a conflict of interest regarding compensation.
Listed skills include Retirement Planning, Insurance, Long Term Care, Fixed Annuities, and 13 others.
