FINRA has investor education materials such as BrokerCheck, which provides insight into firms and financial advisors.


You deserve financial peace!  "Especially in today’s environment, you need effective strategies to help you safeguard and preserve your retirement savings and investments. You have worked hard all your life, and need enough income to maintain a worry-free retirement while still leaving a legacy for your family. We can help.”

As a member of the Brunswick County community for over 15 years, we have been instrumental in helping seniors and others in our community.  We used our knowledge, finances and passion to help open five senior resource centers in the county and understand the importance of retirement planning. The focus is helping people develop a strategy to preserve their assets and reduce taxes. There is a gap between helping the client with a plan, and selling products.  We offer strategies first, and then products to best meet your strategy and retirement goals.

Give us a call, you'll be glad you did.  910-754-6921