Risk Management

Planning for the unexpected is a part of life. We utilize strategies such as long term care insurance, disability, and life insurance to help mitigate the risk you have in these areas.

SmartVestor is an advertising and referral service for investment professionals operated by The Lampo Group, LLC, d/b/a Ramsey Solutions. SmartVestor provides referrals to financial professionals of LPL Financial, LLC (LPL). SmartVestor is not a current client of LPL for brokerage or advisory services. Financial professionals of LPL pay SmartVestor cash compensation for these referrals, which creates the incentive for SmartVestor to make these referrals, resulting in a conflict of interest. Please visit https://www.ramseysolutions.com/smartvestor/referrals/RFIDBC9FLDV8D394/ramsey_disclosure?key=RFAS2JPFAN8JKAU2 to learn more.

Greensboro, NC 27408

Securities and Advisory services offered through LPL Financial, a registered investment advisor. Member FINRA / SIPC.

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with the residents of the following states: FL, GA, ID ,IL, KY, MD, NC, PA, SC,,TX & VA.

*As reported by Financial Planning magazine, June 1996-2019, based on total revenue.

**No investment product mentioned here or strategy, such as diversification, asset allocation or re-balancing, can assure success or protect against loss in periods of declining values. Please note that re-balancing investments may cause investors to incur transaction costs and, when re-balancing a non-retirement account, taxable events will be created that may increase your tax liability. Past performance is no guarantee of future results.

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