8816 Six Forks Road,
"Someone is sitting in the shade today because someone planted a tree a long time ago."
- Warren Buffett
Estate planning is arranging and managing one's assets and affairs to ensure the orderly transfer of wealth, minimize taxes, and provide for the well-being of loved ones in the event of incapacity or death.
I can help you design and implement your estate plan.
Retirement income planning is the process of structuring and managing financial resources to generate a steady and sufficient income stream during retirement, taking into account various sources of funds and potential expenses.
I can help you design your retirement income plan.