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Empire State Building and New York City skyline

8021 Green Heron Court
Belmont, NC 28012

Phone:

240-457-7391

E-mail:

Smiling man in white shirt and blue tie

Welcome to our Web site, where you’ll find a wealth of information in the form of newsletter articles, calculators, and research reports.

We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal and business financial situation. We have created this Web site to help you gain a better understanding of the financial concepts behind insurance, group benefits, commercial and property liability insurance,  investing, retirement, estate planning, and wealth preservation. Most important, we hope you see the value of working with skilled professionals to pursue your financial goals.

We’re here to help educate you about the basic concepts of employer/employee benefits, insurance retirement strategies, buy/sell arrangements and business continuation not to mention all facets of commercial lines insurance and to help you learn more about who we are; and to give you fast and accurate competitive quotes. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn’t want you to miss any developments in the area of personal finance.

Make sure to visit our Associates page to see our vast network of professionals that are here to take care of both your personal and business planning needs. 

Reviews annual enrollment dates and options for Medicare participants.

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Explains provisions allowing rebates for home energy efficiency and electrification projects.

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Recent action by the FTC highlights potential for abuse by online data brokers. Offers tips that might help consumers keep their private data private.

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With traditional pensions in decline, its up to the individual employee to build retirement savings in a work-based account.

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A balance sheet summarizes your assets and liabilities and reveals your net worth.

Compare the potential future value of tax-deferred investments to that of taxable investments.

Use this calculator to estimate how much income and savings you may need in retirement.

Estimate the annual required distribution from your traditional IRA or former employers retirement plan after you turn age 73.

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck