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.
Overwhelmed by debt? Know your options
If you find yourself in a financial hole you can't get out of, it's important to know you have options. Being in debt can cause people to continue to make payments that they can't afford or can barely afford without much hope of ever eliminating the debt. If you find yourself in this position, there are a few routes you can pursue to free yourself from overwhelming debt. more
The time is now to start saving for retirement
Retirement may be right around the corner or a far off thought, depending on where you are in life. But no matter if you plan to retire in five years or 30 years, now is the time to take action. more
Tips for newlyweds to talk about money
If you haven't yet butted heads with your mate over money, chances are you will one day. No matter how compatible a couple is or how much they adore each other, money and how to manage it can still be a source of conflict - even in the best of marriages. more