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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. 

In addition to advancing philanthropic goals, strategic charitable donations may offer tax advantages.

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This article provides 2026 contribution limits for retirement plans and various tax deduction, exclusion, exemption, and threshold amounts.

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This article looks at market reactions to previous global conflicts and emphasizes that long-term market movements are generally driven by corporate earnings, interest rates, and the broader economy.

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

Use this calculator to estimate how much income and savings you may need in retirement.

This calculator is designed to help you attach a dollar figure to your life’s work.

Determine whether you should consider refinancing your mortgage.

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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