- Do you keep my personal financial information private?
- What makes the financial resources here any different than what I can find on google?
- Does Makes Cents 2 Me invest my money for me?
- If I have questions, how can I get in contact with someone?
- What exactly is the Legacy & Lifestyle Club?
- How do I know if this is right for me?
Throughout my career, between hands-on experience with clients, licensing and continuing education, I have over 7 years and 20,000 hours (and counting) worth of experience in the financial services industry. As a member, you now have that all refined into a tried and true process that will help you reach your goals. However, you should still do your due diligence to ensure that you have found an advisor that is right for you. I make no representation my services are superior to another advisor or firm.
Yes. Makes Cents 2 Me, Inc is a Registered Investment Advisor offering investment advisory services in North Carolina and other states where exempt.
You have 24/7 access to us via email. In the email, you can detail your needs and we will get back to you within one business day in most cases. You can also call us during regular business hours M-F 8:30-5:30 pm EST
The Legacy and lifestyle club is for Advisory clients. There are no membership fees separate from advisory fees and advisory services do not require membership.
If you have tried to manage your finances on your own and more than once and it just doesn’t seem to pan out like you hoped; it may be time to hire an expert. Sometimes we are just to “close” to our own situation to really see what needs to change. Sometimes we need an objective, non-biased third-party to help us see what we are missing. Next to your time, money is single-handedly the most valuable resource that you have. Mis-managing it can cost you even more than you may realize.