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With over 35 years of experience in the industry, I specialize in helping clients make the most of their Social Security benefits and other financial resources to ensure a secure and comfortable retirement. We focus on maximizing returns safely, minimizing taxes, and enhancing the legacy clients leave behind.
Wills and trusts play a key role in our planning process. We work closely with our attorney network to ensure that assets transition smoothly to heirs with minimal cost and complexity.
Outside of work, I’m actively involved in the local community. My two sons attend Wake Christian Academy, where I also serve as their wrestling coach.
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