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8021 Green Heron Court
Belmont, NC 28012

Phone:

240-457-7391

E-mail:

Welcome to our Web site, where you’ll find a wealth of information in the form of newsletter articles, calculators, and research reports.

We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal and business financial situation. We have created this Web site to help you gain a better understanding of the financial concepts behind insurance, group benefits, commercial and property liability insurance,  investing, retirement, estate planning, and wealth preservation. Most important, we hope you see the value of working with skilled professionals to pursue your financial goals.

We’re here to help educate you about the basic concepts of employer/employee benefits, insurance retirement strategies, buy/sell arrangements and business continuation not to mention all facets of commercial lines insurance and to help you learn more about who we are; and to give you fast and accurate competitive quotes. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn’t want you to miss any developments in the area of personal finance.

Make sure to visit our Associates page to see our vast network of professionals that are here to take care of both your personal and business planning needs. 

In addition to advancing philanthropic goals, strategic charitable donations may offer tax advantages.

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Provides an overview of key provisions in the new "One Big Beautiful Bill Act."

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The longest government shutdown in U.S. history ended on November 12, 2025. This article looks at the bill that ended the shutdown, issues that are unresolved, and estimates of the economic impact.

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This article discusses economic forecasts for 2026 and the trends that are influencing them, including surging AI investment.

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Determine whether you should consider refinancing your mortgage.

Estimate the annual required distribution from your traditional IRA or former employers retirement plan after you turn age 73.

Use this calculator to estimate how much income and savings you may need in retirement.

Estimate the future value of your current savings.

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck