We are experienced consultants and planners with a desire to help you make the most of your retirement years. We have over 65 years of experience and extensive professional training in the areas of Estate Planning, Social Security Planning, Retirement Income Planning and Longevity Planning.
We offer regular free seminars to the public in numerous venues and on various topics where you can be exposed to new ideas that may allow you to live a more full, free and prosperous life in retirement.
Our offices are conveniently located right off of Interstate 40 in Durham and we are willing to meet with you during regular business hours, after hours and even on weekends. Our goal is to make it easy for you to reach your goals.