OUR LOCATION
ADDRESS
8311 Bandford Way. #105, Raleigh, NC 27615
PHONE
919-847-7600
FAX
919-847-7333
EMAIL
Email Pamela Rigsby
Email Kelsey Plummer
HOURS
M-TH 8:00AM-5PM
Friday 8:00AM-4PM
WHAT TO BRING TO THE FIRST MEETING
For your initial appointment, please provide as many pieces of information from the following list as possible. This will assist us in creating a complete picture of your financial situation.
- Last tax return
- Financial statements including 401K, brokerage accounts, IRA, Roth, and Mutual Funds
- Insurance policies and Annuities
- Employee benefits including stock options and profit sharing
- Copies of will and /or trust documents
- Debt balances and interest rates owed