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Planning for Financial Confidence in Retirement

Our Process
Our History

Discover Us

Meet Our Team

Ed Barnard

Ed Barnard

President/CEO, Investment Advisor/Representative

704-831-3595

704-831-3598

Fred Flemming

Fred Flemming, CLU, CLTC

Director of Life Insurance

877-904-9880

704-831-3598

Glenn Hargett

Glenn Hargett

Insurance Representative

877-904-9880

704-831-3598

Charlotte Hill

Charlotte Hill

Director of Operations

7048313595

7048313598

Wyatt Becker

Wyatt Becker

Insurance Representative

What’s your retirement income strategy?

Sometimes choices involving finances and retirement can be difficult—choices that can be exacerbated when the market experiences volatility. But, did you know there ways you can help protect your retirement income from market volatility and mitigate your concerns? Download our complimentary, no-obligation guide, “5 Ways to Help Protect Retirement Income during Market Volatility” to learn how.

Reach out today!

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