Retirement & estate planning, investment mgmnt, tax planning, risk mgmnt & fee-based planning.Five prof. planners with 100+ yrs cumulative experience. GSO and Raleigh, NC locations. Carter W. Leinster, CFP, CLU, ChFC, President; Lorraine Johnson, CFP, CFA, Principal. Securities offered through Royal Alliance Associates, Inc., Member FINRA/SIPC. Investment advisory services offered through Triad Financial Advisors, Inc., a Registered Investment Advisor not affiliated with Royal Alliance Associates, Inc..
- Long Term Planning
- Retirement