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Mailing Address

PO Box 1352,

Mooresville, NC 28115

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Financial planning firms are a dime a dozen these days. It seems as if you can't drive down the street without passing at least one office and you've probably received more than one dinner seminar invitation to hear about the latest retirement strategy. And, yes we have done the seminar marketing and we are located in your neighborhood, so what makes us different? We believe, as do many of our clients that what makes us different is our dedication and sincerity.


This business was founded by our father after having spent decades in the industry. We like to say "we treat our clients like family" and we recognize what a unique blessing it is that a brother and sister are able to have such a great working relationship. Our talents compliment each other and we are sincerely dedicated to maintaining the highest standards in our client relationships, because we realize our continued success is fully dependent on their ongoing satisfaction.

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