My 'why' goes back over a decade ago when my father passed away. I was serving in the military when my father's health deteriorated rapidly.
At such a difficult time, he had no life insurance or savings to speak of and, as a result, my brother and I were left to cover the funeral expenses. I know that was not the legacy that my father wanted to leave behind. At the time, I did not know that I wanted to be a financial advisor, but the experience did stick with me; I knew I didn't want that to happen to my own family.
Fast forward to a time when I was out of the military and meeting a close friend for coffee. He was a financial advisor with Edward Jones and asked me if I had ever thought of changing careers and doing what he does. It was at that point that everything came full circle for me. I quickly realized that this was my second calling, having the ability to make a positive impact and continue to serve others. I joined the team, quickly earned my licenses and today am thrilled to partner with clients in the work of planning for their financial future.
My ideal clients are those that want to carefully and thoughtfully work towards financial goals that range from preparing for or living in retirement, to sending a child/children to college, supporting the needs of local business owners or estate considerations. No two scenarios are the same, and neither are the approaches to help mapping out the strategies for achieving those goals.
I am a North Carolina native and love supporting our local businesses and charities. My passions are traveling, both domestically and internationally, as well as getting out for a hike and some fresh mountain air. When I am out on the trail, I am typically accompanied by the best rescue puppy in the state of NC!
I welcome the opportunity to learn about you and your financial priorities. It all starts with a conversation – let's chat!
- Wealth Strategies
- Retirement Savings Strategies
- Military Professionals & Veterans
- Insurance & Annuities
- Estate & Legacy Strategies
- Business Retirement Plans
Office Address112 Macon Center Dr
Franklin, NC 28734
Phone NumberCraig McManus at (828) 524-2486
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