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The Unexpected Costs of Funeral Services Boone NC

That high price tag is a surprise to many, and those who experience sticker shock are often in no position to think and act rationally-their emotions have taken center stage and driving for a bargain at such a time may not come naturally.

Charles E. Potter (RFC®), CHFC, CLU
(919) 383-7421
1816 Front Street #220
Durham, NC
Company
The Potter Financial Group
Qualifications
Education: BS in Marketing
Membership
IARFC, FPA, AALU
Services
Invoice, Estate Planning, Business Planning, Portfolio Management, Retirement Planning, Employee Benefits, Stocks and Bonds, Mutual Funds, Annuities, Life Insurance, Disability Income Insurance, Long Term Care Insurance, Medical Insurance, Group Insurance, Education Plan, Healthcare Accounts, BuySell, Compensation Plans

Data Provided by:
Daniel T. Cooper (RFC®), CSA, LUTCF
(910) 790-7990
4024 Oleander Dr Ste 1A
Wilmington, NC
Company
BluePrint Retirement Advisory Group
Qualifications
Years of Experience: 19
Membership
IARFC
Services
Invoice, Estate Planning, Retirement Planning, Seminars Work, Annuities, Life Insurance, Long Term Care Insurance, Compensation Plans

Data Provided by:
Mr. James D. Stillman (RFC®), CSA
(704) 660-0214
119F Poplar Pointe Dr
Mooresville, NC
Company
JDS Wealth Management Corp
Qualifications
Education: Licenses held are:Life & Annuity, Medicare Supplement / Long Term Care, Series 65 Registered Investment Advisor, Registered Financial Consultant (RFC), Certified Senior Advisor
Years of Experience: 13
Membership
IARFC, MDRT, FPA, SCSA
Services
Invoice, Estate Planning, Portfolio Management, Pension Planning, Retirement Planning, Medicaid Planning, Tax Planning, Seminars Work, Stocks and Bonds, Mutual Funds, CommOptions, Precious Metals, CD Banking, Annuities, Life Insurance, Long Term Care Insurance, Charitable Planning, Healthcare Accounts, Asset Protection, Compensation Plans

Data Provided by:
Mr. John Bryan Philpott (RFC®), CSA
(704) 237-9927
1333 2nd St NE Ste 310
Hickory, NC
Company
Aspire Wealth Management
Qualifications
Education: Kaplan -series 65 Investment Advisor Repesentive Life & Health NC
Years of Experience: 8
Membership
IARFC, MDRT, NAIFA
Services
Invoice, Estate Planning, Trustee Service, Pension Planning, personal Coach, Retirement Planning, Tax Planning, Tax Returns, Seminars Work, Family Offices, Annuities, Life Insurance, Long Term Care Insurance, Business Coach, Charitable Planning, Education Plan, Charitable Foundations, Asset Protection, Compensation Plans

Data Provided by:
Mr. Robert Anthony Gentry (RFC®), LUTCF
(252) 449-8165
3118 N. Croatan Hwy.
Kill Devil Hills, NC
Company
Lincoln Financial Securities Corp.
Qualifications
Education: The CRPC® designation achieved by Robert A. Gentry, RFC®, CRPC® prepared him to understand the changing needs of retirees and the unique challenges they face, particularly, that individuals frequently seek guaranteed sources of income throughout their re
Years of Experience: 20
Membership
IARFC
Services
Invoice, Estate Planning, Business Planning, Portfolio Management, Trustee Service, Pension Planning, Executive Compensation Planning, personal Coach, Retirement Planning, Seminars Work, Employee Benefits, Stocks and Bonds, Mutual Funds, CD Banking, Annuities, Life Insurance, Disability Income Insurance, Long Term Care Insurance, Medical Insurance, Charitable Planning, Charitable Foundations, BuySell, Compensation Plans

Data Provided by:
Guiseppi Morabito, CRPS
3737 Glenwood Avenue, Suite 100
Raleigh, NC
Company
Company: J.P. Turner & Company Capital Management, LLC
Type
Investment Advisor Rep: Yes
Service
Real Estate Investment Planning,Commission-Only Financial Planning (Full Disclosure),Insurance & Risk Management Planning,Retirement Income Distribution Planning,Education Funding & Financial Aid Planning,Hourly Financial Planning Engagements,Disability Insurance,Annuities,Alternative Asset Class Planning,Investment Consulting & Allocation Design,Business Succession & Liquidation Planning,Estate Tax Planning,Asset Protection Strategies & Planning,Individual Income Tax Planning,Life Insurance,Inv

Data Provided by:
Rondol L. Davidson (RFC®), CLU
(336) 299-2986
620 Green Valley Road Suite 204
Greensboro, NC
Company
Jefferson Pilot Financial
Qualifications
Education: BAS
Years of Experience: 27
Membership
IARFC, MDRT, NAIFA
Services
Invoice, Retirement Planning, Seminars Work, Mutual Funds, Annuities, Life Insurance, Education Plan, Asset Protection

Data Provided by:
Rick White, RFC
8317 Six Forks Road
Raleigh, NC
Company
Title: Registered Financial Consultant
Company: American Planning Group, Inc.
Education
Marietta College/BA
College For Financial Planning/1 year
Years Experience
Years Experience: 32
Service
Life Settlements,Pension for Highly Compensated Owners,Stock Market Alternative,Reverse Mortgage,Medicare Planning,Health Care Insurance,Retirement Planning,Real Estate Investment Planning,Commission-Only Financial Planning (Full Disclosure),Insurance & Risk Management Planning,Retirement Income Distribution Planning,Education Funding & Financial Aid Planning,Hourly Financial Planning Engagements,Mortgage Refinancing,IRA, 401k, Roth IRA, QDRO Rollovers,CD Alternative,Alternative Investments,Disa

Data Provided by:
Mr. Shane P. Snively (RFC®), MBA
(704) 644-8884
PO Box 395
Waxhaw, NC
Company
Abiding Wealth Advisors, LLC
Qualifications
Years of Experience: 11
Membership
IARFC, NAIFA
Services
Invoice, Estate Planning, Business Planning, Portfolio Management, Executive Compensation Planning, personal Coach, Retirement Planning, Tax Planning, Employee Benefits, Mutual Funds, Annuities, Life Insurance, Disability Income Insurance, Long Term Care Insurance, Business Coach, Charitable Planning, Charitable Foundations, Asset Protection, BuySell, Compensation Plans

Data Provided by:
Mrs. Mary T. Moose (RFC®), CSA, RFP
(704) 857-4924
603 N. Main St
China Grove, NC
Company
Victory Wealth Management, Inc.
Qualifications
Years of Experience: 13
Membership
IARFC, FPA
Services
Invoice, Estate Planning, Business Planning, Portfolio Management, Pension Planning, Executive Compensation Planning, Retirement Planning, Medicaid Planning, Tax Planning, Seminars Work, Employee Benefits, Family Offices, Stocks and Bonds, Mutual Funds, Mortgage Loans, CommOptions, CD Banking, Annuities, Life Insurance, Disability Income Insurance, Long Term Care Insurance, Medical Insurance, Group Insurance, Business Coach, Charitable Planning, Education Plan, Healthcare Accounts, Charitable Fo

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