RESOURCES
Quick Resources
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Below you will find information about our services and other helpful resources as you make important decisions about your financial future.
We work with families and individuals to create and implement a financial plan that addresses all 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 pursue their goals. We serve each client with integrity and outstanding service to build lasting relationships.
12 Financial Areas:
We Offer:
Investment Services
Credit Review
Financial Organization
Qualified Retirement Plans
Rick Management Plans
Tax Planning
Titling of Assets
Estate Planning
Lifetime Charitable Giving
Charitable Giving at Being
Stock Option and Restriction Stock Plans
Business Succession Planning
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
401k Planning
We feel it is important that you get to know a little about our staff and who to call for questions. We each look forward to speaking with you soon and getting to know you as well.
Chris Key, AAMS | LPL Financial Advisor
Chris has been a financial advisor for over a decade and spends most of his free time with his family, which includes his wife Nicole and their children Becca, Angie, Rylie and Jackson. He also enjoys woodworking, sports, working in the yard, and everything N.C. State.
Chris handles all investment changes and questions, as well as financial planning, insurance, and other investment matters.
Amy Adams | LPL Financial Advisor
Amy Adams, a Johnston County native, has been in the financial services industry since 2013. Amy learned at a young age the importance of securing your financial future and understands that one size fits all approach does not work for everyone. She is committed to developing a personal relationship with each client, so she can better meet the needs of each individual person and their family.
Amy lives in Benson with her husband Ray, their eccentric German Sheppard, and pleasantly plump cat. Together they enjoy traveling, especially to the Outer Banks, walks through downtown Benson with their dog, and spending time with family during their monthly game night.
In her free time, Amy also enjoys photography and the arts. She participates in the occasional ballet class and sings country with her cousins.
Rhonda Allen | Customer Services Manager
Rhonda has worked in the financial services industry for 25 years. She has three lovely cats, Stormy, Tito, and Boo. She enjoys outdoor activities including riding her motorcycle, jet skiing, and spending as much time in her Jeep with the top down as much as possible.
Rhonda works with clients to complete all paperwork, distributions from accounts, questions with statements, online account access and other service matters.
We chose the Bosnia Tree as our logo because the creation and care of a bonsai tree reflects the 3 principles 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.