Retirement and Quality of Life

Asking the right questions about how you can save money for retirement without sacrificing your quality of life.

Dreaming Up an Active Retirement

When you retire, how will you treat your next chapter?

A Fruitful Retirement: Social Security Benefit

Taking your Social Security benefits at the right time may help maximize your benefit.

Trevor Lawson, CFP®, AIF®, RICP®, CLU®, CDFA®

Retirement Focused Financial Planning

Pension Planning

We help you understand your opportunities for replacing your employment income.

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Stock Options

We provide education around how to buy and exercise shares of company stock.

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Charitable Giving

We support your efforts in making a difference and furthering your legacy.

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Learn * Explore * Try

As a lifelong learner, Triangle enthusiast, and avid foodie, I am constantly reading to learn about different topics, seeking new adventures in the Raleigh area, and trying new foods.

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Podcasts

Years of experience have prepared us to guide you through your life transitions.

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CERTIFIED FINANCIAL PLANNER™ Professional

Learn more about why you should choose a CERTIFIED FINANCIAL PLANNER™ Professional.

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