#Party planner fayetteville nc update#
#Party planner fayetteville nc professional#

One question: when you think about your whole financial picture, when was the last time someone besides you saw the whole thing in one place? Our team is going to do a deep dive on the whole picture and report back to you about what you're doing that's really well-aligned, and typically find a few areas to talk about. You have an asset management, risk management, and tax management divisions in your business management.

Your job is to take all these ideas and decisions and make sure there's no gaps or overlaps. You have decisions in your financial picture, you're the CEO of your financial life. I specialize in financial independence, life, and legacy planning for clients in or near retirement, as well as business owners and executives. Since then I've accumulated another 7 planning designations, and I still attend upwards of 15 conferences and industry events a year: I believe it's my obligation to clients to keep on top of current research, changes in policy, and thought leadership so I can serve them better and get them to the best possible outcomes.

#Party planner fayetteville nc professional#

In 2005 I decided to start a financial planning practice, garnering my CERTIFIED FINANCIAL PLANNER ™ professional designation three years later. In my spare time while running the IT group for a highly profitable 24/7/365 manufacturing facility (part of a Fortune 20 company), I earned a Duke MBA. Not realizing that would be a perfect background for financial planning, I kept reinventing myself as an executive to create value in 14 high-growth startups. I earned an undergraduate degree with focus on Economics, Business, and Psychology from UNC in Chapel Hill, NC.

Most of my family went to Wake Forest University, though my loyalty lies with UNC and Duke. My other relatives are college professors, business owners, estate attorneys, missionaries and foundation executives, and my two grown children are both educators. My parents were physicians, my grandparents missionaries in China and small business owners.

Service has always been a part of my family history. I love to ski, play golf, camp, and I walk with my father most every day. My favorite activities involve spending time with friends and family. I have a wonderful wife of 37 years, Lynn, and a daughter and son. I live in Durham, North Carolina, in the heart of the Research Triangle. Collectively, our Pre-Screened advisors, serve thousands of happy clients, managing billions of dollars and providing financial freedom and security for families and individuals like you.Ĭompensation/Fee Fee-Based, Commissions, Flat Fee, Based on Assets

#Party planner fayetteville nc update#

We have been in business for the last 2 decades and constantly update and maintain a highly trusted directory of vetted fiduciary advisors that meet rigorous standards.Įach and every financial advisor in our network from large Fortune 500 companies to small independent financial firms are pre-screened for industry experience, disclosures and registrations with SEC and FINRA.

You can find the details of each advisor, such as their qualifications, service offerings, etc., that you could use while searching for the financial advisor that best suits your financial and investment goals. WiserAdvisor has a network of vetted financial advisors and advisory firms and has listed them below. However, choosing the right advisor that understands your financial situation and meets your needs may be quite daunting. There are hundreds of financial professionals in your area.