Services OFFERED

---

Analyze your Asset Allocation and Risk Level and Rebalancing

Comprehensive review with ratings and actionable items

Learn about the fees you pay for your investments

Understand your income and expenses and have a plan to support your lifestyle

Empower yourself to take control of your investments with confidence

Review portfolio and charitable options to maximize tax efficiency

Keep more of your money by holding certain investments in the most advantageous place possible

Maximize savings for your goals and position yourself for tax benefit later

Envision how you can impact others with your time, talent and treasure

Review existing estate plan and identify areas to update or where to start with a plan

Consider your beneficiaries needs and help them understand your intentions

Ensure your account settings align with your estate plan

Provide the gift of education for your loved ones

Create a master document that encompasses your full financial picture

Determine what to keep and what can be destroyed

Learn how to protect yourself from online fraud attempts

Assign the right trusted individuals to key roles

North Carolina notary public able to notarize documents