We offer a team approach to financial planning, offering you a broader scope of expertise than you will likely find in any one person. Clients are our main priority, which is why we work to understand your unique circumstances and ultimately create a distinctive plan that provides a roadmap for your financial journey.

Ever mindful that our clients are the only reason we are here, we gratefully accept the challenge and the opportunity to make an uncommon difference in your life. Bringing to bear seasoned advice, wisdom and integrity, we will develop financial solutions to address your needs and give you confidence. Your life and legacy are our exclusive focus, because the only thing that assures our success is yours.

If you are looking for more from your advisor and want someone who will be there "for your life and legacy" contact our team. Call us at 704-643-MORE

About our founder, Don Allen

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner,  CFP Logo Flame Design and  CFP Logo Plaque Design in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.