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3356 Six Forks Road
Raleigh, NC 27609
Phone:
  • (919) 782-0033
Fax:
  • (919) 782-9821

Flipbooks

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Calculators

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Welcome to our website! 

Here you will find a wealth of information in the form of newsletter articles, calculators, and research reports.

We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this Web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most importantly, we hope you see the value of working with skilled professionals to pursue your financial goals.

We’re here to help educate you about the basic concepts of financial management, to help you learn more about who we are, and to give you fast, and easy access to market performance data. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your internet browser. We frequently update our information, and we wouldn’t want you to miss any developments in the area of personal finance.

 

Get a holistic snapshot of your financial situation and progress.  You can explore options that may help you become better prepare to acheive your goals.

 

Scheduling an appointment with an advisor:

There are several ways to schedule time with an advisor.  You can use the online system listed below that will link you to available times in the different offices.  If you cannot find a time that works for you and your family, please do contact us directly at the main office, (919) 782-0033, to see if there is a time that will work better for your schedule.

As a reminder, there is no charge for an advisor to review your current portfolio and to give you general advice on your financial situation. 

 

A note for the Smartvestors interested in our firm:

Benjamin Glover is one of the original long standing Local Providers (ELP), now called SmartVestor PRO, for the Dave Ramsey show. The original requirements of the ELP program were extensive. The program did include an extensive vetting and interview process of the ELP program that followed the values of the EntreLeadership program.  The vetting process detailed statements of faith, core business practices, recommendations that aligned with Dave’s philosophy, and a clean financial record (it is called a U4) as reported by FINRA here: brokercheck.  The potential ELP could have no pending or past legal issues or bankruptcies.  I am excited about the new direction of the SmartVestor program.  Give us a call to find out why we are one the original Local Providers for the Dave Ramsey Show.

Working with a Certified Qualified Advisor or an advisor that is part of the Dave Ramsey SmartVestor Pro network cannot guarantee investment success or that financial goals will be achieved.  There can be no assurance that working with a Ceritified Kingdom Advisor or SmartVestor Pro will produce or achieve better results than working with an advisor not affiliated with these programs.  Advisors that participate in the SmartVesor Pro pay a fee to belong to the program for client leads that are provided.  Dave Ramsey, SmartVestor Pro and Kingdom Qualified Advisor are not affiliated with FSC Securities 

 

 
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck