With the continued uncertainty in the financial markets, even the most experienced investors may begin to question their financial strategy. As long-time investment advisors with a focus on retirement income planning and risk control, we certainly empathize – and can help.

We would like to offer you a no-obligation, second opinion about your financial plan. We’ll tell you if everything looks in order. And if appropriate, we’ll suggest ways to bring the plan more in sync with your needs and aspirations. Either way, the coffee is on us.


What should I bring?

Below you will find our recommendations of what to bring to your appointment. While you do not have to bring all of these documents with you, the more information we have, the more accurately we can assess your situation.

  • Federal Tax Returns
  • Recent Bank Statements
  • Recent Brokerage Statements
  • Retirement Plan Information
  • Wills and Trust Documents
  • Insurance Policies
  • Mortgage and Other Debt Information
  • Income Information
  • Recent Financial Statement (if available)

Thank you in advance for your time and interest. Please feel free to call our office at (704) 553- 8006 if you have any questions as you prepare for your meeting.