We offer our clients

Wealth Management Consultation and Customized Financial Planning Services

Clients drive the conversations, the conversations drive the process and being disciplined to that process drives the outcomes.

We believe the retirement you dream of is born from a strategic plan carefully crafted by experienced financial advisors. To get there, you need a clear view of your accumulated assets so you can explore the potential of preserving them and making them last longer.

Here at Olde Raleigh Financial Group, we act as a financial guide on your journey into a retirement filled with family, your hobbies, and new goals. Together, we create financial plans that help drive the outcomes you dreamed of.

Streamline Wealth Management in Raleigh, NC

  • Life Insurance

    Planning for the unexpected is a wise way to help protect you and your family. That’s why insurance plays a crucial part in your financial plan. We’ll help you explore the various insurance options for your family’s unique needs.

  • Long Term Care

    The most pressing financial concerns of many people tend to revolve around providing for their families, assuring adequate retirement income and preserving their estates for the future. However, few people consider what would happen to their families, themselves and the assets they have worked so hard to accumulate over the years if they were to require long-term care due to a prolonged illness or disability. We can help you understand your choices and will help you navigate the underwriting process so you can find the insurance that is right for you.

    Check out our blog post on this subject.

  • Charitable Giving

    We can help you create a charitable giving plan that not only helps the organizations you’re passionate about, but also has the potential to generate tax benefits and further your overall wealth management plan.

    Check out our blog post on this subject.

  • Retirement Planning

    To achieve the retirement you’ve envisioned, you’ll need a strategic plan to get you there – and beyond. Retirement isn’t merely a destination, it’s a journey over many years. Our goal is to work with you to create a plan that will not only help you accumulate assets, but also preserve them and make them last.

    Check out our blog post on this subject.

  • Educational and College Planning

    If your aim is to one day fund an education for a child or children you love – or even yourself – we can help. There are many programs and plans available to help you reach your goal. With our guidance, we can help you select and use the one that’s just right for your particular needs.

  • Streamline Investment Portfolio and Security Planning

    Every investor is different – unique goals and individual tolerance for risk require different investment instruments be used and allocated. We’ll help you explore the many options you have concerning stocks, bonds, mutual funds and more, to determine which will fit best into your portfolio.

  • Asset Allocation including 401(k) Asset Allocation

    Don’t know what funds to choose in your company’s 401(k) or when to re-balance them? If your company offers a Roth 401(k) should you choose it? How do you manage company stock grants? We help clients navigate these common retirement plans concerns.

    Check out our blog post on this subject.

  • Tax Planning

    Should you do Roth Conversions? To help offset taxes, should you do some charitable giving and if so how much? What do your future IRA Mandatory Distributions project to be and what are the projected tax implications? We can help you and your CPA with these challenges.

    Check out our blog post on this subject.

  • Tax Return Review

    We review tax returns for potential financial planning opportunities.

  • Professional Services Introductions

    Do you need a Will redone or perhaps a new CPA relationship. We cultivate relationships with local professional service providers and are happy to provide introductions.

Schedule an Appointment with a Financial Advisor

 Our Process

Clients drive the conversations, the conversations drive the process and being disciplined to that process drives the outcomes. 

Your life is defined by many unique details. That’s why we follow a thorough step-by-step process in order to gain a comprehensive view of who you are and what you expect. By doing so, we can create a personally tailored financial plan that will help address your financial needs both now and in the future.
Click on each to learn more.


Listen

We begin by sitting down with you and getting to know you personally – it’s a conversation where we find out where you are in life, your investment experiences and current portfolio, your expectations for returns and your tolerance for risk.

Analyze

After our initial meeting, our team will analyze the information you’ve shared with us, including investment account statements, mortgage statements and tax returns. During this step, we may contact you to clarify and/or expand upon the information. This step may involve collaboration with other specialists or your existing professionals.

Personalize

Once analysis is complete, we will put together a financial plan that is uniquely your own. It will not only help you make disciplined decisions and prioritize action items, it will also address your investment expectations and risk tolerances. The objective is for you to feel comfortable with your plan and understand what it will take to achieve your goals.

Implement

Once you approve your plan, we will take steps to implement it. We’ll be with you at every step of this critical process to help you set up necessary accounts and optional services and see to the completion of all required paperwork.

Manage

We'll not only pay attention to your investments, but we will also keep an eye on the other aspects of your plan to help ensure the plan keeps up with the changes you'll experience throughout your life.

Case Studies