I am a veteran agent and planner born in Hendersonville, NC.My primary focus is customizing a plan to help you be where you want to be financially.Numerous clients all over Western North and South Carolina have used my services in building their 'circle of wealth'.
Most advisors look first to your accumulated money. "How much money do you have and where is it?... Oh I can do better than that!" But who takes the risk? You do of course.
Risk may be an uneeded obstacle to accumulating more savings. No matter how much you have earned previously, if it is exposed to market risk, will you still have it tomorrow? Contact me regarding competitive returns without market risk.
Exposure to unnecessary taxation can reduce your returns on investment accounts as well. You may have altenatives that can reduce your tax bite now and when you pass your estate on to your heirs. Call me to get the details.
High costs of health and life insurance can be a source of significant loss of your wealth over time.We at Fullam Insurance have many competitive plans to give you choices in keeping as much of your money in yor pocket as possible.
I have helped hundreds of people to better accomplish their goals.I look forward to meeting with you to see how we might work together to build a better financial future for you and your family.