This site will not only introduce you to our company's philosophy and services, but it will also offer a variety of educational materials,articles,newsletters,calculators and other tools--all designed to keep you up to date on financial issues,strategies and trends.

Through our unique mapping approach to financial analysis, our company helps clients make sense of complex choices,working with our clients to define their dreams and help develop a plan of action to get them there.

We are proud to be associated with Capital Choice Financial Services,CCF Investments Inc & Capital Choice Investment Advisers Inc.

  



 

If you wish to learn more or want to schedule a complimentary meeting to discuss your specific questions, You may call our office:

(336) 472-5212 or Toll Free at 800-507-3009.
Calculators

Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?

Risk Tolerance

This calculator is designed to help you clarify your comfort level with investment risk.

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Financial IQ Test

Take this quick quiz to find out your Financial IQ

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Newsletters

Rising Popularity of Roth IRA as Retirement Vehicle

Investment in the Roth IRA has been growing dramatically. Fueling the growth of this popular investment vehicle are tax-free distributions in retirement and no mandatory withdrawals due to age. Compare the trade-offs of Roth IRAs with traditional IRAs, including eligibility limitations, annual contribution limits, and withdrawal considerations.

Earning Income from Mutual Funds

More than half of working Americans are concerned that they may not have enough money to live comfortably during retirement. Although mutual funds are often thought of as a tool to build savings, they can also be used to generate income. This article examines the potential income benefits of bond funds, equity or stock income funds, and hybrid funds.

Using Living Benefits for Retirement Income

Many Americans are finding it difficult to predict how much they can save by retirement. Because traditional pensions are available to just one out of three workers today, a potential way of creating a guaranteed income stream in retirement is to purchase the guaranteed living benefits that are available with some variable annuities.

Variable Annuities and Your Retirement Strategy

An insurance product may appeal to pre-retirees who want to invest more of their current incomes for retirement and defer taxes on market gains. A variable annuity enables investors to pursue investment gains with the option to purchase guarantees (for an additional cost) to help protect against the downside risks of investing in the markets.

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