Financial Planning

WHAT WE DO

During a comprehensive tax, estate, and financial analysis

The financial advisors in our Durham office understand that you want
solutions to achieve peace-of-mind by receiving comprehensive guidance
in some or all of the following areas:

Tax Strategies
Including…

  • IRA distribution strategies
  • Minimizing or avoiding taxes on Social Security income
  • Avoiding (not merely postponing ) capital gains taxes on highly appreciated assets
  • Roth vs. regular IRA contributions
  • Alternatives to the Roth Option
  • Stretch IRAs vs. retirement trusts
  • Transferring assets from a taxable environment to an
    environment that generates a non-taxable retirement income and may pass
    income- and estate-tax free to your heirs

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FREE Initial Financial Consultation

Protect Yourself in These Volatile Economic Times.

Find out what your estate planning attorney, tax advisor, and financial planner do NOT explain.


We Can Meet With You Regardless Of Your Location.

Worried that you do not live near our Durham, North Carolina office?
We have clients all over the world that we meet with regularly. We are equipped and comfortable providing long distance retirement planning.

We Are Confident We Can Help You In A Significant Way.

The majority of the people we work with are able to save many times the amount of their financial fee. We are confident we will be able to find areas in which you can improve your situation.

If We Can’t Improve Your Situation, We’ll Bow Out.

After your initial meeting, if we feel that we can’t help or improve your financial situation, we’ll bow out of the arrangement, no strings attached.

Feel Free to Call Us.

Call 919-679-4337  if you would like to discuss your situation.