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Lembert Dome over Tuolumne River in Yosemite National Park

Financial Planning Services

2593 W. Roosevelt Blvd., Suite 207
Monroe, NC 28110

Phone:

704-558-6060

E-mail:

Calculators

You can review interesting calculators on my site.

Contact Us

Please feel free to contact us with any questions.

Manchester Avenue Securities logo with lion shield

We provide our clients a level of service that welcomes their concerns, is mindful of their evolving needs and encompasses the highest level of integrity. We are committed to life long learning so that we can help you, your business and your family make the most informed decisions possible. We accept the role as your Fiducary, always putting you first as we work together to secure your financial future.

This article looks at the economic impact of the war with Iran, including rising oil and gas prices and the potential effects on inflation, investments, and the broader economy.

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As major tech companies, apps, and websites make passkeys their default security option, it’s likely you’ll be prompted to set them up to help secure your accounts.

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The retirement savings landscape has changed dramatically over the past 50 years. How might these developments affect tomorrow's retirees?

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After age 65, retirees can use HSA funds for any purpose without incurring a penalty.

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Use this calculator to estimate the cost of your child’s education, based on the variables you input.

How much do you need to save each year to meet your long-term financial goals?

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

How much life insurance would you need to produce a sufficient income stream for your family?

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