144  MAIN STREET ROOM 114  |  OXFORD, NC 27565  |  (919) 603-6117

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.

Bill Allen

LPL Financial Advisor

Bill works personally with clients to help them develop their financial goals along with a plan to pursue them.

 

Bill has been in the financial industry for over five years and personally investing for the long term since age 11. Using a 4-step process to determine his client’s goals, Bill can customize each plan to tailor fit their situation.

 

Growing up on the family farm in Wilton, located in southern Granville County, Bill learned the value of planning and implementing as he ran a successful fresh produce business. Bill assists with simplifying his client's goals and developing a plan that is clear and easy to employ.

 

Bill is a graduate of East Carolina University where he earned his B.S. and M.BA. with a concentration in finance. He and his wife Stephanie live on the farm where they enjoy spending time outside and around the ponds. They still plant a small garden, which they share with family and friends.

 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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