Frequently Asked Questions
Answers to help you get started
Here are some of the questions we hear most often. If you don’t see what you’re looking for, we’re always happy to talk.
We work with individuals, families, business owners, professionals, retirees, and those approaching retirement who want personalized financial guidance.
As fiduciaries, we are committed to acting in our clients’ best interests and providing recommendations aligned with their financial goals.
We have an office located in Raleigh and High Point, North Carolina. We offer virtual meetings as well, to accommodate our clients throughout the country.
Most clients should review their plans at least annually or after major life events such as marriage, divorce, retirement, inheritance, or a career change.
Typically, we recommend bringing:
- Recent investment statements
- Retirement account information
- Insurance policies
- A list of financial goals and concerns
There is no charge for an initial conversation. We believe in transparency. During your consultation, we will explain our compensation structure and any associated fees.
Account minimums, if applicable, vary depending on investments chosen. Contact us for current requirements.
Yes. We can help evaluate rollover options and determine whether a rollover is appropriate based on your circumstances.
We will discuss your goals, concerns, current financial situation, and determine whether our services are a good fit for your needs.
Still have questions?
We’re here to help. Reach out and we’ll walk you through anything you’d like to understand better.
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