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Who We Are is a financial advisory firm with related offices throughout the US. The company's headquarters are located in Charlotte, NC. The team consists of actuaries, attorneys, insurance agents and financial advisors with over 75 years combined experience in the financial services industry. These professionals combine their expertise to provide you with the most thorough and up to date information to help you address the economic insecurities of life. Our goal is to help you plan and prepare for all financial issues such as saving for retirement, college funding, estate planning, and determining your insurance needs.