Broker Check

(919) 782-0033

Mission Statement

My mission is to help you live comfortably and confidently in your retirement years.

I. Retirement planning approach

  • I believe a comprehensive assessment of your complete investment picture is critical to developing a successful retirement strategy.
  • I believe in tailoring your strategy to fit your unique needs, goals and financial situation.
  • I believe - regardless of what’s happening in the market - you don’t have to take excessive risks to work toward reaching your long-term goals.

II. Investment selection

  • I believe the manager of your investments should have a widely accepted approach to help shareholders build their assets and strive to make them last after they retire and start taking withdrawals.
  • I believe the manager of your assets should have a track record of generating consistent long-term results through both good and bad markets.
  • I believe selecting investments that are managed to help withstand market declines is one of the critical components of successful retirement investing.

III. Commitment to ongoing service

  • I can review and recommend adjustments to your investments in response to changes in your needs, goals or overall strategy.
  • I can help you create a retirement income strategy designed to help make your nest egg last throughout retirement.
  • I can set up meetings with you and your beneficiaries to discuss the options and benefits of the various beneficiary designations.

Investing in securities involves risk, including the potential loss of principal invested. Investors should be aware that there are risks inherent in all investments, such as fluctuations in investment principal. With any investment vehicle, past performance is not a guarantee of future results.