Graham, NC 27253
Fax | 336-217-7979
E-mail | Larry.firstname.lastname@example.org
As a financial advisor, Larry is able to educate his clients to focus on helping them protect and grow their financial assets. By creating a financial roadmap and then carefully monitoring and adjusting when necessary, Larry hopes to enhance the lives of his clients by reducing the stress and uncertainty that financial issues can cause.
Areas of Expertise
- Active Management
- Retirement Planning
- Financial Planning
- Chartered Retirement Planning Counselor
- Certified in Long Term Care
- Published in Proactive Advisor Magazine
Outside The Office
Larry and his wife, Linda, have three grown children and seven grandchildren and spend as much family time as practical. His wife manages a local thrift shop on a volunteer basis. Larry is a past president of the local Alamance Breakfast Rotary. His hobbies, besides spending time with his grandchildren, are traveling and golfing.
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