You can never saved enough for risks in life, risks such as critical illness, long term care needs, untimely end, and longevity. Use life insurance’s death and living benefits to mitigate those risks and bring peace of mind to you and your family. Your well-being means so much to them.  (more…)

Kristin has been a loan officer for almost 20 years in the Raleigh area and is knowledgeable, quick to respond, and a professional problem solver! Lending is not always cut and dry; sometimes you have to be creative to get a loan to work.  View as Page

As a financial planner I’m passionate about my clients’ success. While you grow your business I focus on investing/protecting your money with the most tax efficiency. In fact, email me a list of your short term/long term goals and I’ll show you how we get you there!  View as Page