Taxes

• Tax Planning
  Would you worry less if you had more money to save toward your goals? Discover tax planning strategies for yourself and your future. Contact us today for a no-cost review of your prior three years’ tax returns.
• Tax Services
  If you’re like most people, your taxes represent one of your largest annual expenses, yet often little or no planning is done to minimize your tax bill. Careful tax preparation and planning can free up money that you can use to work toward your goals.
• Income Tax
  Within the community, Jim currently sits on the Finance Council of Mother Teresa Catholic Mission and is a recovering St. Michael School PTO President. As a Sorin Society Member and former Fan Council participant, he is passionate about his undergraduate Alma Mater. That passion is put to work locally in support of the ND Club of Eastern North Carolina through initiatives such as Volunteer Income Tax Assistance (VITA) and hosting visiting Notre Dame students in town for summer service projects.

Investment

• Investment Management
  Garrett received his Bachelor of Science from Indiana State University, studying History and Economics. A lifelong learner, he regularly attends seminars and conferences to better serve clients. Garrett remains a student of the financial industry as it relates to tax laws, portfolio management, and the regulatory environment. His deep experience with large retirement plans and workplace benefits at Fidelity helps guide employees during job changes and life events.
• Bonds
• Wealth Management
  Prior to joining Du Lac Wealth Services, Kerry founded Fiduciary Asset Management and held senior positions with SunTrust (Private Wealth Management Medical Specialty Group), Banc of America Investment Services (DC Commercial Strategies Group), and NationsBank (Texas Growth Group). He holds an MBA and a BBA from Texas A&M University along with SCUBA, drivers, and marriage licenses.

Accounting

• Accounting Services
• Payroll Services

Planning

• Financial Planning
  Whether you’re five years away from retirement or 20 years away from retirement, we’ll help guide you through the steps necessary to identify and allocate assets for your optimal retirement lifestyle. After evaluating your current situation, we’ll utilize sophisticated financial planning software to analyze your accounts, identify your goals, and track progress as you prepare for your life past employment. Click on this video for an overview...
• Retirement Planning
  Building retirement assets takes years—and no one can predict exactly how the markets might perform. That’s why a prudent retirement strategy often includes a variety of financial products. Some, like stocks and bonds, may help you maximize opportunity when markets rise. Others may provide your portfolio with added security because, along with growth potential, they offer protection from market decline.
• Annuities
• Long Term Care
  The need for long-term care puts an enormous emotional and physical strain on your loved ones and family members. By planning ahead, you can help reduce this burden. Also, as you age, your health may change, which could make it difficult to get coverage. That’s why it’s important to start planning now while you have the most options.
• Asset Management
• College Funding
  Your customized portfolio is developed through an iterative process. Regular, one-on-one meetings allow for continued refinement of your strategy. While some goals - like college planning, the sale of a small business, tax planning, or estate planning - may be accomplished in a finite time-frame, Retirement Planning is unique. It deserves an ongoing dialogue with us. View your Retirement as a Journey, not just a Destination. We are here to guide you through the Golden years with a Focus on Income.