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Welcome The Power of Tax-Deferred Growth Investments

Who We Are

As an independent firm, we are committed to offering complete objectivity and unbiased advice.

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What We Do

Our holistic approach takes the mystery out of investing, insurance, estate planning, and preserving wealth.

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Why We Do It

We strive to build long-lasting relationships with our clients, offering ongoing education and guidance.

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Services

We offer a comprehensive array of services to help you and your family plan for the future. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone in the foundation of our success.

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Locations

Statesville Office

126 East Water Street
Statesville, NC 28677

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Chapel Hill Branch

4421 Manns Chapel Road
Chapel Hill, NC 27516

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