Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

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Upcoming Events

In this special presentation, Jason Deshayes from Elliott Davis, LLC will educate us on the most recent tax law changes, and how they may impact us moving forward.
August 14, 2019
6:00p - 8:00p

We are excited to be Gold Sponsors of the 12th annual Carying Place “Labor Day Race for Home”! Join our team to support the efforts of the Carying Place to help working homeless families achieve independent living through mentoring of volunteers providing weekly guidance in managing personal finances, seeking permanent affordable housing, and maintaining a job – breaking the cycle of poverty they have experienced.
September 2, 2019
7:00a - 10:00a

In this special presentation, Alexandra Nawoichik and Lauren Tompkins will discuss many concerns facing women, and planning for their financial future.
September 11, 2019
11:45a - 1:30p

Office:	919-460-4688
Fax:	919-460-3989