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Call Us Today!  704-947-6985

"I can do all things through Him who gives me strength."

- Philippians 4:1


Our firm is dedicated to educating our clients and their family and friends. Paul is hosting various retirement dinner seminars. Please bring a guest and join us to ensure you have up to date information on protecting your retirement future.

Gain Insight and Understanding as Paul discusses:

  • Market Volatility
  • Wealth Management
  • Wealth Preservation
  • Retirement Planning

Enjoy The Retirement Lifestyle Of Your Dreams

Check back for future dates!

Seating is limited, so if any of our informational and entertaining events look interesting, please give us a call at 704-947-6985. We’ll be happy to add you to our guest list.



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