CONNECT

Address:

116 Morlake Drive, Suite 101A (P.O. Box 5366 - mailing address)
Mooresville, NC 28117

Phone:

704 / 658-1040

Fax/Other:

704 / 973-9717

Our Services

generations of trust...decades of knowledge...since 1979

Through the use of the financial planning process we review your overall financial situation. All pieces of your financial puzzle must fit together and compliment one another.  These three pieces of art give graphic life to our process:  We are a "Think Tank".  It's our job to collect data and "Bring you back to Square One".  We work well together, like a "Well Oiled Machine".*

 

We are a Think Tank!



 

 

 

 

 

 

 

 

 

 

  

Areas reviewed include:



Risk Management : All forms of insurance and risk exposure including Life, Health, Disability, Long Term Care/Home Health Care.



Cash Management: Cash flow, debt analysis, true return evaluation



Investment Management*: Review of current investment positions, asset allocations, risk tolerance. Develop investment policy objectives. Review 401(k) programs and other outside investments. Retirement planning analysis.



Tax Strategies: Income tax return preparation referrals, tax projections and potential reduction strategies. Retirement distribution planning, estate analysis.



Estate Planning: Review of current estate plan. Referral to outside professionals. Being certain documents will accomplish your objectives. Estate tax analysis. Multi-generational planning.



Naturally, referrals are available by request. 

 


This information is not intended to be a substitute for specific individualized tax, legal or investment planning advice.


 


* These pieces hang in our lobby.  Artist, Robert Deyber.


*Securities and investment advisory services offered through FSC Securities Corporation, a registered broker-dealer, member FINRA/SIPC.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck