Managing your financial affairs has become more complex than ever. Tax and estate law change, interest rates fluctuate, and new investment products are introduced periodically. Nowadays, efforts to ensure financial security for yourself, your family and others who depend on you requires a substantial investment of your time and efforts. However if you are like most successful Americans, you are too busy building a business, servicing your practice or pursuing other activities to devote yourself full-time to the effective management of your assets.
As a CERTIFIED FINANACIAL PLANNER™ on the Elrod, Jones & Lawrence Financial Group of Stifel Nicolaus, we are dedicated to helping individuals meet their financial needs by developing investment plans around their long-term goals and risk tolerances. We start with your life and build your financial plan around it. Our mission is to provide objective and timely financial advice and guidance, with the highest level of professional service. We have served the residents of Brunswick County, North Carolina and 34 other states with more than 36 years combined industry experience.
How to choose a financial advisor
You know the importance of saving for retirement, but do you have the time and know-how to accomplish your financial goals? In an increasingly busy world, it's possible that keeping close tabs on your investment accounts isn't exactly realistic. more
Digitize and organize your finances in the new year
Being smarter about money is one of the most common New Year's resolutions, whether it's cutting back on spending, saving more, or making sure to pay bills on time to avoid late fees. Making good on those promises is easier than ever, thanks to the gadgets that are constantly by our sides or in our hands. more
Five tips college students need to be credit card smart
Going to college is, for most students, the first time they'll feel really independent. And, accordingly, the rest of the world starts treating them like adults too, from the expectations of college professors to the credit card offers that will start flooding in. And just as it's important to study hard for a major, it's essential to learn what are the real benefits and repercussions of having a credit card. more