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

Each fall we invite a special guest speaker to present to our clients, and for 2019 we are bringing back Tom Rowley from Invesco who spoke to us back in 2016 prior to the last presidential election. Tom will present an updated version of “What’s Up on Capitol Hill” on Tuesday, November 19th starting at 6 pm at Prestonwood Country Club. Please see the attached flyer for more details
November 19, 2019
6:00p - 8:00p

It has been an annual tradition of ours in December to bake lots of cookies and create some holiday joy for those less fortunate by collecting gifts for the Toys for Tots program. This year will be no exception, and we welcome you to stop by our office the week of December 9th-12th to enjoy some cookies and drop off unwrapped toys to place under our tree. We will then bring all toys to the main Marine collection site on Western Blvd. over the weekend so they can be distributed to grateful families in Wake County. See the attached flyer for more information and FAQs including a link to donate online if you prefer. We hope to see you!
December 9 - December 12, 2019
9:00a - 5:00p

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