Below are links to our Financial Briefs Newsletter. A
variety of topics are covered, such as discussions about
retirement planning, estate planning, investment topics, tax
issues with investments and retirement plans, insurance
topics, etc.
We hope you find these useful, and as always, please contact
us if you wish to discuss how a topic might apply to your
individual circumstances. The documents are in pdf
format.
Securities offered through Southeast Investments NC, Inc. Member FINRA, SIPC. OSJ: 820 Tyvola Road, Suite 104, Charlotte, NC 28217. 704-527-7873.
Check the background of this investment professional on FINRA's BrokerCheck. http://brokercheck.finra.org
2018 Newsletters
2019 Newsletters: