Welcome and thank you for visiting!

OUR VISION:

To be known as a leading provider of financial strategies to both individuals and business owners in the Carolinas.  

For Business Owners, we have found many lack collaboration among their professional advisers (CPA, Attorney, Financial Advisor, etc.).  They are aware of the increasing complexities of managing their business and need a sound strategy for either continuing or exiting it in a favorable way. The three most likely causes of an exit include death, disability or retirement.  Tax planning is another area of focus, where we can assist clients in finding strategies that help reduce future tax liabilities and maximize deductions through their business. The succession and continuity strategies we provide, along with our tax planning, help to uncover opportunities, resolve existing problems and provide clarity through our process-oriented approach.

For Individuals, many of our clients have experienced the frustration and complexity of managing and protecting their assets.  They lack the time and expertise to implement and monitor a plan, although they believe having a plan will increase their success rate and provide for a better retirement and legacy.  By engaging in a financial plan, we are able to understand the client’s current financial state, and then provide recommendations to close certain gaps.  We assist in implementing recommendations and then monitor the plan on an ongoing basis.

We hope you find this site informative and useful. Feel free to contact us if you would like more information about a particular product or service.

We look forward to hearing from you!

This information is not intended to be a substitute for specific individualized tax advice. We suggest that you discuss your specific tax issues with a qualified tax advisor.
LPL Financial and LPL representatives do not provide tax or legal advice.