555 Fayetteville Street
Below is a sample of our fees for an Initial Financial Plan. Once we have completed your Initial Financial Plan, future annual reviews are about one half the initial investment. To learn how we can custom design a plan for you, call us at (910) 448-1450, or click here to schedule a free 15 minute conversation with a financial planner to see if we are what you're looking for. There is absolutely no obligation on your part.
“Successful investors work with financial advisors they trust.”
-- Ramsey Solutions
Basic financial review to include household portfolio assessment, risk assessment, cash flow, and overall financial trajectory.
You would benefit from learning more about fundamental concepts like cash flow planning, debt management, and investing.
Your financial plan may include the following:
You have some of the characteristics of a Level Two, but to a more complex degree.
401(k); Roth, Pension; Life Insurance; Disability Insurance; Long Term Care Insurance
You have some of the the characteristics of a Level Three, but to a more complex degree.
Social Security income; IRA/Investment Income; Pension Income; Business Income; Rental Property Income