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Philosophy |
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 I think of financial planning like a good roadmap. You can navigate from point A to point B and how you get there is up to each person. Some like to take the scenic route, while others prefer a more direct route. Some try to avoid toll roads while others avoid the 2 lane country roads. There is not a wrong way, but rather a personal preference of how to travel. But maps are most valuable if you are either lost or there is a detour and you need to find out how to get back on track.
I use planning to help people find the best route to their financial destination. If you are lost and do not know where to go I start with where you want to end and together we put in the stops along the way. If you somehow got sidetracked we find the best way to get you back on your journey. Because I specialize in retirement planning I may be able to help you find the little out of the way places that you have not even thought about.
I always look at each client’s resources as exactly that, their resources, and I help them figure out the best ways to use those resources to achieve their goals. Sometimes it is changing an unrealistic goal and sometimes it is challenging them to seek an even greater goal. The key is to communicate about what you want to do and let me help you figure out how to do it. |
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Services |
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Comprehensive Financial Planning |
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 This is best suited for people that need help in many areas of planning such as, college planning, retirement planning, tax planning, investment planning, or estate planning. It will tie together and assist you in making decisions to prioritize your funding for each.
Plans start at $2,000 and go up based on complexity of the plan. |
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Comprehensive Retirement Planning |
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This is best suited for people who are either getting ready to retire or have just retired. It will help you answer the questions most people have going into retirement. This plan will also help you determine your budget and classify your expenses. Options for funding your income will also be provided.
Plans start at $1,500 and go up based on complexity of plan. |
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Retirement Income Planning |
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This is best suited for people that just want help in putting the income pieces all together. It is taking your budget and finding income options that meet your needs.
Plans start at $1,000 and go up based on complexity of plan |
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Hourly Financial Planning |
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 This is bested suited for people that just have questions and want advice on their financial situation.
Hourly rate is $200 |
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Account Aggregation |
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This service is best suited for clients that wish to have a service that brings all their assets together in one place for viewing.
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| http://www.emoneyadvisor.com/LPL/WealthVision_Web/WVClients_Web.html |
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 Wealth Vision PDF |
| Service fee $300 / yr. |
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Resources
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Securities, Insurance Products and Financial Planning offered through LPL Financial and its affiliates, Member FINRA / SIPC |
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Not FDIC or NCUA/NCUSIF Insured | No Bank or Credit Union Guarantee | May Lose Value |
Not Guaranteed by any Government Agency | Not a Bank/Credit Union Deposit |
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The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following States: North Carolina. |
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