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Helping You Navigate Life's Financial Transitions.

When life changes, money changes. Whether you are retiring or recently widowed, you need a professional to guide you through the financial side of life’s transitions. We are an independent wealth management firm specializing in helping successful individuals plan for a variety of life transitions.

We will serve as your financial coach and wealth manager to make sure your financial plan is well designed and complete. We want to learn about your deepest concerns, interests and goals for the future. Then we offer a customized solution to fit your individual needs.

We offer a free SECOND OPINION SERVICE to review your existing plan and see if there are areas where we can improve your situation. Call our office at 919-463-0018 to request a second opinion on your plan. 

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Life Transition Planning:
As a Certified Financial Transition Specialist,
Jim Trull helps guide his clients through both
the financial and personal sides of major life transitions,
including retirement, loss of a spouse or divorce.

Working with Women: 
Often times, women are left out of the household
financial conversation. Learn how Jim Trull is committed to
serving women and their unique investing needs.