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Serving Those Who Help Create and Protect the Law

Serving Those Who Help Create and Protect the Law

My team and I have tailored a planning process to help Judges, District Attorneys, Public Defenders, Clerk of Courts, and Law Enforcement officials with the following:

Pension Planning: estimate the projected income from the pension plan and analyze the various payout options to determine which makes the most sense for your unique situation

Social Security Planning: highlight the pros and cons of starting social security at various ages to determine how to best optimize your benefit

Asset Allocation & Tax Planning: review investment accounts (i.e. 401K, 457, IRAs, etc.), real estate holdings, and/or any other assets to ensure they are aligned with your intentions and to understand any tax implications associated with the asset

Protection Planning: review current insurance plans (i.e. healthcare, long term care, life insurance, etc.) to determine which will and will not carry over into retirement; make informed decisions on how to protect your lifestyle, assets, and loved ones from being burdened by the unexpected

Legacy Planning: make sure estate plan is up-to-date & that any desire to empower heirs is honored in a tax efficient manner

 

The real benefit to engaging in this planning process will be the confidence, clarity, and contentment knowing the various aspects of your financial picture are tied together into one cohesive plan.

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Meet Our Experienced Financial Professionals

Learn * Explore * Try 

Learn * Explore * Try 

As a lifelong learner, Triangle enthusiast, and avid foodie, I am constantly reading to learn about different topics, seeking new adventures in the Raleigh area, and trying new foods.

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Podcasts

Podcasts

Years of experience have prepared us to guide you through your life transitions.

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CERTIFIED FINANCIAL PLANNER™ Professional

CERTIFIED FINANCIAL PLANNER™ Professional

Learn more about why you should choose a CERTIFIED FINANCIAL PLANNER™ Professional.

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