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8021 Green Heron Court
Belmont, NC 28012

Phone:

240-457-7391

E-mail:

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Welcome to our Web site, where you’ll find a wealth of information in the form of newsletter articles, calculators, and research reports.

We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal and business financial situation. We have created this Web site to help you gain a better understanding of the financial concepts behind insurance, group benefits, commercial and property liability insurance,  investing, retirement, estate planning, and wealth preservation. Most important, we hope you see the value of working with skilled professionals to pursue your financial goals.

We’re here to help educate you about the basic concepts of employer/employee benefits, insurance retirement strategies, buy/sell arrangements and business continuation not to mention all facets of commercial lines insurance and to help you learn more about who we are; and to give you fast and accurate competitive quotes. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn’t want you to miss any developments in the area of personal finance.

Make sure to visit our Associates page to see our vast network of professionals that are here to take care of both your personal and business planning needs. 

A new tax-advantaged investment account officially launched on July 4th: the 530A account, also known as a Trump Account, which is designed to help children get a head start on their financial future.

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It’s a good idea to regularly review beneficiary designations to be sure they are complete and reflect current wishes.

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Beneficiaries who postpone claiming Social Security past full retirement age have the option of receiving a lump-sum payment for up to six months of benefits when they finally apply.

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Considering some important issues now could provide more options in the event of early retirement.

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Estimate the future value of your current savings.

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

How much will it cost to pay off a loan over its lifetime?

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck