127A OAKMONT DRIVE|  GREENVILLE, NC 27858  |  (252) 565-8911

Thank you for contacting us!

Below you will find information about our services and other helpful resources as you make important decisions about your financial future.

 

We work with famlies and businesses to create and implement a financial plan that addresses all 12 areas of our clients' financial lives.  Our goal is to replace financial stress with the knowledge that a client has considered every aspect of their financial life and has developed a personal plan to meet their goals.  We serve each client with integrity and outstanding service to build lasting relationships.

12 FINANCIAL AREAS

Investment Services

Credit Review

Financial Organization

Qualified Retirement Plans

Risk Management

Tax Planning

Titling of Assets

Estate Planning

Lifetime Charitable Giving

Charitable Giving at Death

Stock Option and Restricted Stock Plans

Business Succession Planning

WE OFFER:

Bonds

Common Stock

Government Securities

Roth IRA

Business Retirement Plans

Traditional IRA

Annuities

Mutual Funds

Real Estate Investment Trusts

Unit Investment Trusts

Financial Planning

Retirement Planning

Tax Plans

College Plans

Estate Plans

Profit Sharing Plans

Income Planning

Retirement

College Savings

Financial Organization

Business Planning

Life Insurance

Long Term Care Insurance

401(k) Planning

....see more

HELPFUL RESOURCES:

 

We feel it is important that you get to know a little about our staff and who to call for your questions.  We each look forward to speaking with you soon and getting to know you as well.

Steve Grant

LPL Financial Advisor

A few facts you should know: I am a family man with a wonderful wife and 4 awesome children. I’ve been truly blessed in that arena and I make a conscious effort to thank God for them all every single day!

I'm passionate about understanding what you are trying to accomplish in your financial life and tailoring your investment strategy to try to give the highest probability of success in achieving those goals. Goals are essentially dreams with deadlines. My job is to distill them down to raw numbers and implement specific, actionable, and measurable strategies to move you confidently in the direction of your dreams.

I'm also passionate about freedom. It's been said that freedom is the oxygen of the soul. I strongly believe that while money cannot buy happiness, when combined with a life of hard work, responsibility, frugality, savings, and careful management, it can ultimately buy freedom.

If this approach resonates with you, I extend an open invitation to come in for a cup of coffee and a second opinion on your current investment strategy. I'll ask you to briefly outline your goals and what you want your investment portfolio to do for you. We'll then review it together. If we find it is well aligned with your long-term goals you can proceed on your way with confidence from a second opinion. If not, in plain English I'll explain why and if you want, recommend some alternatives.

Either way, I'll buy the coffee!

Michael Delia

LPL Financial Advisor

 

Everyone’s economic and life situation is unique, and I keep that in mind when providing financial advice. I believe that personalized service is essential when matching clients with the right financial products and services. As a LPL Financial Advisor, I am dedicated to learning about your personal goals. Together we will use them to build a financial plan focused on your specific needs.

 

I understand my clients are in different stages of life: you might be purchasing a first home, financing a child’s post-secondary education or planning for retirement. I believe a financial plan must reflect your personal or business situation, and I'll work to highlight the financial products that best fit your goals. Once your custom-tailored financial plan is in place, we will continue working together to review achievements against your stated aims, and ensure you are comfortable everything is moving forward according to plan.

 

If you ever have questions about your plan or about specific financial products, contact me. We will set up a time to meet to review your needs and address any questions you may have, contact me today.

 We chose the Bonsai Tree as our logo because the creation and care of a bonsai reflects the 3 principals that form the foundation of our firm.

 

RELATIONSHIP

Not only does it take years of practice to learn to sculpt the bonsai tree, but it also takes years of care and attention to form a single tree. We believe it is the same with the service that we provide our clients. We continually educate ourselves and our clients on the financial industry and new ways we may be of service. We spend as much time as needed with every client to create and implement an in-depth financial plan for their family or business.

INTEGRITY

When sculpting a bonsai tree a master practitioner does not choose the shape of the three, the tree dictates the form that is chosen. The master allows the true form of the tree to guide each decision or cut that is made. As we work with our clients, their unique goals and interests guide our recommendations and actions.

SERVICE

The art of bonsai is a process where the tree both guides and is guided by the practitioner. Often this practice and the tree are passed on through many generations. We will partner with our clients in a long term, dynamic relationship that is flexible to change but built to last.

OUR LOCATION
 

The LPL Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states : AL, CA, CO, FL, GA, ID, IL, MI, MN, MO, NE, NC, NJ, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, VA, WA

 

Securities and Financial Planning offered through LPL Financial, a Registered Investment Advisor.

Member FINRA/SIPC.

 

Check the background of investment professionals associated on this site on FINRA's Broker Check.

 

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