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Covering All Your Financial Planning Needs

A sound financial plan is one that’s comprehensive and addresses each one of your financial needs – from insurance to investments to retirement.


Putting a Plan in Place

The period after residency is exciting but also challenging. You’re making substantial money but may have significant student loan debt. That’s where sound financial planning comes in. Check out our e-book about transitioning into this period while making the best financial choices.

Different Stages, Different Needs


Training

More money doesn’t make planning easier. It’s not too early to start thinking about your financial situation. You may not realize it, but you’re making decisions already.


Transition

Learn how to manage the money you’re making after you’ve settled into your career and practice.


Practice

Understand how the financial choices you make today influence you and your family’s future. Protect your loved ones and plan for a bright tomorrow.


Retirement

Your financial needs change as you approach retirement after a meaningful career. Enjoy a secure retirement by your design and plan so you can leave a lasting legacy.

Let’s Talk

There’s no time like the present to start planning your financial future while learning how we can help. Send us your questions and comments and we’ll respond promptly.

Call Us: (704) 557-9750

Helping You Understand Estate Planning

Our lecture series will help you understand the nuances of estate planning, from wills to trusts to relevant documents you’ll need.

Our Service Plans Include:

Transition Planning

We help clients still in residency or within five years of starting their practice, focusing on short-term goals such as student loan strategies.

Transition Planning

$500 to $1,000

In the early stages of your career, we help as you transition into practice to establish short-term goals, including cash flow analysis, home purchase, student loan repayment strategies, protection needs, and more.

Foundation Planning

Working with clients on both short and long-term goals such as investment allocation, college savings, and insurance needs.

Foundation Planning

$1,000-$2,000

As your financial situation grows and develops, we establish a solid foundation through goals such as insurance planning, investment strategies, employer benefits, retirement projections, and college funding.

Comprehensive Planning

We help clients as their financial picture and strategies become more complex, addressing issues such as cash flow and estate planning.

Comprehensive Planning

$3,000+

When your financial scenario becomes more complex, we take a comprehensive approach to incorporate more advanced financial strategies including, cash flow analysis, estate and tax planning, retirement design, social security options, and detailed investment management.