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Personal Financial Counseling

We assist you in answering your financial questions without trying to sell you insurance or investment products.

  • How do I budget our finances?
  • How can I save more?
  • How do I reduce debt? Pay my house off?
  • Can I buy a house? Should I?
  • Should I lease or buy a vehicle?
  • Can my spouse stop working?

  • Am I saving enough for retirement? Education?
  • How can I save for my children or grand children's education?
  • What's the difference between a Roth IRA and a traditional IRA
  • When can I retire?
  • Which pension option should I choose?

  • Do I need non-retirement account savings?
  • How will my retirement income be taxed
  • What is an annuity? Do I need one?
  • Should I contribute to my employer's 401K? How much?
  • Should I take my employer's buyout?
  • What type of retirement account do I need?

  • When should I begin Social Security?
  • How do I coordinate Social Security benefits with my spouse?
  • Will my spouse or children receive Social Security if I am gone?
  • What are the income limits if I receive Social Security?
  • Are Social Security benefits taxable?

  • How do I provide for my family if I'm gone?
  • What type of life insurance should I buy?
  • Do I need long-term care insurance?
  • Do I have enough life insurance?
  • Do I need a will?
  • What are trusts? Do I need one?
  • What are my options for caring for my aging parents?

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Certified Public Accountant
312 West Millbrook Road, Suite 101, Raleigh, NC 27609
Ph: (919) 875-8800 Fax: (919) 872-7541 Email: r