We serve a select group of business owners, professionals and retirees who, among other things, want a work-optional lifestyle.
The financial world can be confusing at times; a mistake can be extremely costly, particularly as you're nearing retirement or recently retired. We've developed and refined our "Redzone" process which puts the pieces of the retirement puzzle together for our clients, giving them clarity and confidence around this critical stage.
We'll work together to build a personalized strategy that fits your comfort with risk and shows you how attainable your biggest goals actually are. Then, we'll partner together to help keep you on track through life's many expected and unexpected turns.
As a part of our process, one of the first things we'll ask is, "What's most important to you?" The answer that we hear is never exactly the same; this is one of the things that makes each individual and family unique. We're passionate about helping people be successful; that's what we're here to do.
Our practice is located in my hometown – where I was born, raised, met my wife, Taylor, and am raising my own family. My biggest joy is our 2-year old daughter, Charlotte; most of my time away from work is spent with her.
At the office, thankfully I'm not alone – Edward Jones has thousands of people and advanced technology supporting us so that my branch office administrator, Stephanie, and I can focus on you.
- Retirement Income Strategies
- Entrepreneurs & Business Owners
- Business Retirement Plans
- Charitable Giving
- Insurance & Annuities
- College Savings
Office Address202 S Main St Suite K
Graham, NC 27253 opens in a new window
Phone NumberJosiah C White at (336) 329-9008
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