Eric Hilliard
CFP®
Branch Manager

5720 Six Forks Road
Suite 201
Raleigh, NC 27609
Phone: 919-846-7268
Fax: 919-846-5352
Toll-Free: 800-332-9409
Contact Us

Map & Directions

How we can help you

Over the past 30 years clients have sought our assistance and guidance. While each client's financial situation involves specifics that are personal, many of us do share similar broad-based needs:

• Consolidating retirement plans from former employers.
• Sufficiently preparing for a child's upcoming college costs (in spite of an already tight family budget, in some cases).
• Consolidating retirement accounts and coordinating investments to provide a needed income stream. 
• Selecting investments with the appropriate consideration for balancing risk and growth to help ensure a client's financial future.
• Preparing the transfer of assets to the next generation.

These are just a few ways we have been helping clients for years.      

Our approach is high touch. We provide individualized solutions as we help you navigate towards achieving your personal financial goals. We provide an innovative approach to investment and insurance alternatives and we will utilize the most advanced techniques to help balance the need for growth while helping to mitigate risk as we work with you to develop these plans.

Establishing a plan together will just be the beginning. Ongoing monitoring and consultations are extremely important and will help us stay on track with our goals as time progresses and your life situations change. Personal attention is paid to your needs and objectives and every effort will be made to provide high-quality service and experiences. 

How you can help us
We will be working together as partners. Successful partnerships require input by both parties, so we will ask you for a few contributions that will be crucial towards successfully reaching our goals for you.

• Please provide us with complete information up front. A good, complete plan requires accurate, complete information.
• Ask questions. Please let us know what you are unclear or concerned about so we can address issues that are on your mind.
• Let us know when things change. Clear and consistent communication regarding life changes (change in family dynmics, job, etc.) will allow us to make adjustments to your investments, if necessary. 

This careful and caring approach we have used over the years has contributed greatly toward our having long, positive relationships with clients and successfully helping them achieve their financial goals.