It may be your first time planning for retirement
or the long-term care of an elder, but it’s not ours.
We know what you need to prepare for, how, and when.
Founder Jon Green has worked in senior positions on and off Wall Street and has also advised major banks like Barclays Bank, Dai Ichi Bank, and the Industrial Bank of Japan.
Jon Green not only holds degrees in accounting, business, and law, but he is also a certified public accountant, financial planner, and attorney and counsellor.
We are a fee-only firm, registered under the North Carolina Investment Advisers Act. This means we have several investment options, including access to funds you can’t get on your own. And even if you could find them, the buy-in prices are so high that it’s difficult for an individual to get involved.
But since we already have millions invested, we have access to the best portfolio options for your objectives.