Recent Posts



View all Filter

How the CARES Act Affects You

If you are wondering how the CARES Act is going to affect you watch these webinars that I created. This is the largest stimulus bill that we have ever seen and it’s important to know what benefits are available for you, your business and our family members. Working with a fee-only financial planner can help you navigate the best ways to take advantage of these resources in order to have the least amount of impact of your retirement planning goal and the health of your business.

Topic: CARES Act for Individuals

Topic: CARES Act for Businesses

CFP Professional XY Planning Network NAPFA Fee-Only Network Financial Planning Association

Subscribe to Our Newsletter!


Follow the link below to log into your eMoney, AdvicePay or TD Ameritrade AdvisorClient account.

Click here

Contact Us



439 4th Street SW
Hickory, NC 28602

Schedule a meeting