New Bern, North Carolina Financial Advisors
be confident that you have enough
This isn’t a “one size fits all” guide to financial planning; we work together and create a plan completely personalized to your reality and your goals.
Focusing on your desired outcome is key to developing your plan and helping to make sure you don’t take unnecessary risks. Investments and markets fluctuate over time.
We work to ensure you have what you need to make fully informed decisions about your future.
In other words, working with our advisors gives you full access to our available resources. Once we develop your plan, we work together to help ensure you stay on track with your goals.
Get a complimentary, confidential questionnaire to determine if your plan is on target for your goals.
*Investing involves risk and you may incur a profit or loss regardless of strategy selected.
your portfolio must reflect your goals
Our investment management process determines portfolio allocation using conventional factors:
- Risk tolerance
- Investment time horizon
Unlike some other advisors, we also consider investor sentiment and the current economic landscape. It’s common sense (or should be) to consider events like the interest rate or the price of oil in determining your overall investment allocation. Without a trusted guide, we believe that a typical investor could be more prone to making decisions based on emotions instead of a comprehensive look at proven factors for success.
Looking at the current economic climate helps us tailor your portfolio to the lowest necessary risk. If your current investment strategy focuses only on a generic risk questionnaire, contact us today. Most questionnaires fail to present a comprehensive and personalized plan for you. So if you’d rather lower your risk and meet your goals, let’s talk.
*Investing involves risk and you may incur a profit or loss regardless of strategy selected. Diversification and asset allocation do not ensure a profit or protect against a loss.
build, fund and grow the business of your dreams
Your life is busy, and it doesn’t follow a generic formula. So why should your financial planning?
It’s easy for a business owner to be owned by the business, and our advisors don’t want that for you. Instead, our team helps you build and maintain a personal plan in cooperation with your business plan. Your life shouldn’t serve your business; instead, your business should fuel your life.
Our selection of business solutions includes:
- Corporate Retirement Plans
- Business Valuations
- Investment Banking
- Liability Management
- Insurance Solutions
- Benefit Plan Consulting
- Executive Benefits
planning for the unexpected
An unexpected death or illness can upend a financial plan, but it doesn’t have to.
We believe that the right insurance plan is a great investment; with it, you gain confidence and the assurance that you are working to build a better future. Without it, you could be risking your financial security.
What about your current insurance plan? Is it too much, or too little? Do you own the right kind? Do you even know what your insurance covers? Our advisors review your insurance policies as part of the comprehensive planning process. A great life insurance plan, for example, pays estate taxes or sends the grandchildren to college. Long-term care insurance helps your spouse maintain his or her lifestyle and protects your home in case of illness.
Our advisors can offer counsel in the areas of:
- Disability Income Insurance
- Life Insurance
- Estate Planning
- Long-Term-Care Insurance