Based in Chapel Hill, NC, we are an hourly fee, financial planning advisor. Our mission is to assist individuals and families in the evaluation and planning for their future and the reduction of risk they face. We specialize in asset allocation, retirement and education savings, trust and estate concerns and insurance needs.
As we look at the whole picture with our clients, we do so in a way that will minimize the income tax impact of the decisions that are made. We do not sell any products and we don't take any commissions from any company. We are in the business of giving independent financial advice without any conflicts of interest.
As we look at the whole picture with our clients, we do so in a way that will minimize the income tax impact of the decisions that are made. We do not sell any products and we don't take any commissions from any company. We are in the business of giving independent financial advice without any conflicts of interest.
Services
We have been working in the financial marketplace since 1985. We have assisted the largest financial institutions in the world as well as individual investors. Our first meeting is a discussion to identify your goals and to determine whether we would like to work together towards reaching them. There is no charge for this conversation.
Lewis Carroll's Cheshire Cat wasn't particularly helpful to Alice, but he did give her one good piece of advice. If you don't know where you want to get to. Less famous characters have offered "If you don't know where you're going, how will you know when you get there?" When we begin to work with people, we listen to them.
Throughout our history, plans and decisions have been made beneath the shade of a tree. Indeed, the first financial dealings in lower Manhattan were transacted outside, under a tree on Wall St. Over time, the Ginko tree grows tall, broad and sturdy; the roots run deep. With proper foresight, attention and care it can become uniquely beautiful and be enjoyed by many generations.
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