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30 W Morgan Street East
Brevard, NC 28712

(828) 883-9513




Monday, March 4, 2019

I often get the question of where to start investing or how do I start investing? My answer is to start by looking at what opportunities you may have through your job. If your employer offers a retirement program, you will want to know...


Monday, January 28, 2019

Life insurance is an important part of the financial plan. It can protect loved ones from the financial burden of the sudden loss of a provider. Not everyone will need life insurance, and the need for life insurance can change...


Friday, December 14, 2018

There is not much of a difference in the steps you should take when realizing your wallet has been lost or stolen. To me, having something stolen feels more violating. Losing something could be a result of ones own actions. The intent...


Monday, December 3, 2018

The world of personal finance is vast and for many people overwhelming. In this blog, my goal is to provide useful information that is easy to understand and simple to implement. Whether you are an individual that is looking to start...


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