Other Services


Estate planning is the process by which an individual or family prepares the transfer of assets in anticipation of death. The plan aims to preserve the maximum amount of wealth for the intended beneficiaries. Properly structuring and reviewing your estate plan so it will meet the needs of your family should be a major priority. Our advisors, will work closely with prudent estate planners and will help assist you throughout the process.


A key ingredient in your investment strategy is income tax planning. Invesment tax planning consists of minimizing your taxes and maximizing your deductions. We will help assist you in developing a tax efficient portfolio that will benefit you as well as your beneficiaries.


Next to buying a home, a college education is the largest expense most parents will ever spend. The key to making sure you can send your child to college is education planning. There are numerous education plans out there to choose from and we will help narrow that search. We will diligently work with you to help develop a plan that makes the most sense.


Let's Get Acquainted

We offer a complimentary "Get Acquainted" meeting to describe our services, and to see if our services are right for you.


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    (252) 439-1344
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