We’ve been busy this past month, thanks to you! Douglas was a featured guest speaker for three business events, had two articles published, and a great client, friends and community event at Freedom Boat Club in Cornelius. We may look to plan another toward the end of the summer! We were also honored to be nominated for Small Business of the Year for LKN Chamber of Commerce.
Do you have enough confidence in your current planning to get a second opinion? We provide comprehensive financial services, whether that’s retirement income planning, investment management, advice about previous 401k’s, life insurance review, estate planning needs, or how to put Uncle Sam in his place by designing a tax-advantaged retirement! We’re here to tailor a plan for you. We operate under the Fiduciary standard that puts client's best interest first.