Financial Planning & Investment Planning Outer Banks, NC & Hampton Roads, VA

Simplify Your Life With Financial Planning Services That Can Help You Retire in Confidence

If what you have been doing hasn't been working, then these financial planning services can help you navigate effectively through the maze of your financial life.

Personal and Family Financial Planning - Assisting clients to simplify their financial lives and gain financial and personal well-being through a custom-tailored approach.

Wealth Management - working with individuals, families, and their professional advisors providing advice about investing, estate planning, taxes, and anything else that could help grow a client's wealth utilizing a team approach.

Retirement Planning - Helping clients to avoid the common mistakes that arise from poor planning and inadequate advice and to feel that they are being listened to. Also, helping clients to maximize retirement benefits.

Retirement Management - Gaining a strategy designed to manage risk to their retirement assets and, equally important, designed to provide growth.

Investment Management - Actively investing and managing a client's portfolio to take advantage of trends and control downside risk – all with the goal of appropriate investment performance over time.

Asset Preservation and Risk Management - Helping individuals and families protect their assets from various unknown risks and creating a wealth protection strategy to address potential negative future events.

Insurance Planning - With greater wealth, the risks from unforeseen events or problems can be magnified. We can help manage those risks through the appropriate choice of investments or insurance.

Tax Strategies - Seeking to protect family assets from unnecessary taxes or manage investments in a tax-efficient way are two examples of the benefits of tax strategies. We work with our client's CPA for a sound tax strategy.

Estate Planning - Helping clients smoothly transfer assets to children and grandchildren and, also, to the charities they care about by coordinating planning through our client's estate attorney and other professionals.


Here’s your chance to get more information and answers to questions you may have about any of these services.  To set up a meeting or to discuss these services simply call 252-449-8165 or send an email to