Hickory Office

901 US Highway 321 Northwest

Suite 300
Hickory, NC 28601

Your goals are our business.

Investments

Investing is easy right?
Just buy low and sell high.


Most of us have trouble following that simple advice.

There are principles and strategies that may enable you to put together an investment portfolio that reflects your risk tolerance, time horizon, and goals.

Whether your goal is to save up a small nest egg or you are working to achieve your seven-figure dream, reviewing your personal plan is the only way to know if you are on track.

During our complimentary portfolio review, we will discuss your goal, your feelings about risk, and if you are on track to meet your goal. Understanding these principles and strategies can help you avoid  the pitfalls that surprise some investors.

Retirement

You don’t get a second chance to plan for retirement.

First, where will your retirement money come from?
If you’re like most people, qualified retirement plans, Social Security, and personal savings and investments are expected to play a role. We’ll review how these sources work together and what can affect them in the future.

Then, where will your retirement money go?
Once we have estimated the amount of money you may need for retirement, a sound approach involves taking a close look at your potential retirement-income setbacks or changes that you can avoid.

You’ve worked hard to get to retirement.
It will be up to us to protect you through retirement.

College

More jobs are requiring college degrees than ever before.

The costs of retirement and college continue to climb higher. Parents are feeling the pressure to sacrifice their retirement savings so their children can got to college without adding to their debt.

Most parents feel like it is a choice of college ‘or’ retirement. Its our commitment to create an “AND plan” for you and your family. Establishing this goal and building a portfolio around tit allows you to save for college AND retirement.

Insurance

Insurance can be an amazing tool that transfers the financial risk of life's events to an insurance company.

Everyone realizes that insurance is a great tool when someone passes but few people realize what kinds of opportunities it can create.

Retirement income, long term care insurance, and tax shelters are all extra ways that insurance products can serve you.

Estate

Planning your estate is the most important gift you can give your loved ones.

In too many situations, spouses and family members are not able to grieve because they spend weeks, months and even years handling difficult estate issues. Do not allow that to happen to someone you love.

Effective estate management gives you control, even after you are gone and it removes that heavy burden from your family.

We can provide options for estate planning that are in your best interest and the interest of your family. We will team up with a licensed professional to ensure that your legacy doesn't become a liability to your family.

Lifestyle

One of the keys to a sound financial strategy is spending less than you take in, and then finding a way to put your excess to work. 


A money management approach involves creating budgets to understand and make decisions about where your money is going. It also involves knowing where you may be able to put your excess cash to work.

Creating a life map involves a close review of personal finances and an assessment of other building blocks. We will take a look at ways to balance work and leisure, how to make smart choices for the future, and many other items in an effort to help an individual enjoy what really matters.

Along with spending and budgeting, we can also discuss credit and what steps you can take to build and protect your credit score.

Workshops

Real, useful financial education is one of the most overlooked responsibilities of financial advisors.


Throughout each month, feel free to join us on our weekly market updates or attend one of our workshop events open to the public.

Over the years, we have presented to large families, churches, company employees, and non-profits – all free of charge. If you would like to host a workshop or get more information, we will be more than happen to discuss the range of topics we cover and how we can make it most successful for your group.

=  myGOAL GPS

=  myGOAL GPS


Once you set your next financial goal, you'll need direction and strategy to get you there.

That's where we come in.

Let us be your co-pilot.
We're here to help you establish your personal strategy.  We will work hard to keep you on track and guide you, especially when detours pop up.

Take a look at your starting point.
In order to create a successful plan, we have to evaluate where we are and what steps we can take to reach your goal. This allows us to see your situation clearly and watch your blind-spots.

Choose a route that feels right.
Its more than just "from A to B" - a lot of factors can determine the appropriate course. You decide how much risk you feel comfortable taking on and how quickly you want to get there. We will provide a plan that meets your expectations. 

You have reached your destination.
Twists and turns in life always come up but we will be there to celebrate your achievement with you. Then, when you're ready, we'll be there to support you in your next financial step.

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