top of page
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. 

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

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

In a phishing scam, criminals use emails, text messages, or phone calls to try and trick you into providing personal and financial information.

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

Overreacting to market movements or trying to 'time the market' by guessing its future direction can create additional risk that could negatively affect long-term portfolio performance.

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

This article looks at the economic impact of the war with Iran, including rising oil and gas prices and the potential effects on inflation, investments, and the broader economy.

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

Will you be able to afford nursing home care?

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

How much will it cost to pay off a loan over its lifetime?

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