Financial planning represents the major cornerstone of your future financial independence. Our financial planning philosophy is based on three core principles: holistic asset planning, tactical asset allocation, as well as consistent communication and reviews with our clients. Your financial plan is a living, breathing concept. As your life changes, so will your plan. Our process of regular, timely portfolio reviews keeps your financial plan consistent with your current & future needs.
General Information |
| Firm Start Year: | 1923 | |
| Name of Broker/Dealer: | Capital Investment Group, Inc |
| Name of Custodial Firm: | TD Ameritrade, Charles Schwab, Pershing |
| Work with the following types of clients: | Businesses, Businesses |
| Advisory Services Provided: | Financial Planning, Investment Advice & Management |
Services |
| Can meet clients in the following ways: | Email, Phone, Video Conference, Your Home |
Firm Information |
| Advisor's Number of Clients: | 200 |
Compensation and Fees |
| Compensation Methods: | Based on Assets, Flat Fee, Hourly |
Education |
| BA | Lenoir Rhyne College
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Disclosures |
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WiserAdvisor provides referrals to financial professionals. WiserAdvisor is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest. |
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Additional Detailed Disclosures |
