Description

Financial Planning Services offered by a Certified Financial Planner with over 20 years of experience in banking, insurance, financial planning & investment matters. Independent practice with clients throughout the continental United States. Professional areas of focus include financial planning and investment strategy development & management for individuals, small business owners, NFL Professional Athletes, and Pastors & Clergy. All age groups from the early 20s to late 90's are suitable clients. Insurance expertise revolves around the areas of life, health, disability, long-term care, and medicare supplement. The firm works extensively with church and non-profit groups in developing pastor retirement plans, key-person exit strategies and employee benefit plans. Church and non-profit groups are target markets on developing charitable gifting programs through the use of life insurance policies and annuities.

The Providence Group of North Carolina, LLC can be found at 1400 Crescent Green, Suite G100 . The following is offered: Insurance, Investment Services - In Cary there are 21 other Insurance. An overview can be found here.

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