I can help you with life, disability, and long-term care insurance needs, along with any investments.  For other specialized financial advice or products, I would recommend contacting one of the professionals below.  Let them know that I recommended them to you and I’m confident that they will do an excellent job for you.  

Mortgages:
Ashleigh Sumlin  704-373-2289
Fred Beaman   704-377-8585

Car/Home/Liability insurance:
Cameron McCutcheon  704-608-8178
Bobby Mauney   704-814-4344  x-19
Jim Honeycutt   704-752-8233    

Taxes:
Randy Loucks   704-364-7005
Lou Stables   704-542-5533  
Jeff Fuller   704-844-6683 

Estate Documents:
Ed Jackson   704-944-3151
Tim Gavigan   704-814-4460

Health Insurance:
Pete Mussoni   704-365-4774         
Bobby Mauney   704-814-4344  x-19
Tom Boroi   704-556-7861          

The best teacher is the one who suggests rather than dogmatizes, and inspires his listener with the wish to teach himself.

Edward G. Bulwer