WE ARE A WEALTH MANAGEMENT FIRM THAT EXISTS TO HELP YOU ACHIEVE YOUR DEFINITION OF FINANCIAL SUCCESS
These are some of our clients. Do they sound like you?
John and Martha had a lot of questions about John's pending retirement from UNC-Chapel Hill, the best way to help their children start their careers, and if their portfolio was a good fit.
We asked questions, we listened, and we worked together to come up with a plan.
After her divorce, Jane was ready to retire to her house on the beach and start the next phase of her life. But she wanted to make sure that everything from her separation agreement had been worked into her financial plan, and to figure out the best way to draw down her accounts.
The transition from a hard-charging career into retirement isn't always easy, and the challenges can sometimes be more emotional than financial. That's where Sandy and Jay were when we met them.