Consolidated Planning

Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that’s designed to address your individual situation. We understand the challenges families face today. From managing debt to saving for college to retirement, these personal finance challenges can be overwhelming. Our commitment is to utilize all of our resources to help you pursue your goals. We believe in thinking “out of the box” and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction

Winston-Salem Branch of the Atlantic Coast Business Center of Principal Financial Group: here to help educate you about financial management and give you fast, easy access to market performance data. We believe you will be better able to identify your goals and make informed decisions to help reach them by providing you financial education and information. We offer a wide range of financial products and services to individuals and business owners. We can help you execute a financial strategy utilizing investment strategies, insurance and annuity products, retirement planning and estate planning. We’re looking forward to using our experience to help you pursue your financial goals.

Serving Nationwide and Winston Salem since 1994 Licensed in North Carolina Property Casualty and Life Insurance