790 CARDINAL ROAD | NEW BERN, NC 28562 | (252) 649-1811
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
Qualified Retirement Plans
Titling of Assets
Lifetime Charitable Giving
Charitable Giving at Death
Stock Option and Restricted Stock Plans
Business Succession Planning
Business Retirement Plans
Real Estate Investment Trusts
Unit Investment Trusts
Profit Sharing Plans
Long Term Care Insurance
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.
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.
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.
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.
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.
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.
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