SETTLE FOR MORE

PLAN FOR A BETTER FUTURE

  • Financial Guidance

  • Estate Planning Strategies

  • Retirement Planning

  • Investment Strategies

Financial Planning is what we do best, while you're busy enough with the rest


Step 1

Call 919-269-8553 or click to set up a consultation with Leslie Merritt CPA, CFP® today. Let us put our financial planning services to work for you!

Step 2

We will spend one-on-one time with you so you fully understand how to interpret and utilize the wealth management information we provide.

Step 3

Our team will get to work. Sit back and relax, and we will get you there. We are ready to assist you through every step of the process.