Bogue Sound Financial
Financial Service
Why pick this one
Bogue Sound Financial provides personalized retirement, wealth management, estate, insurance, and small business planning for Morehead City and coastal North Carolina.
Best for
- People preparing for retirement who need to assess when they can retire and whether their money will last
- Individuals seeking a financial plan built around personal goals, income, assets, and priorities
- Clients coordinating financial planning with an attorney and other advisors for estate needs
- Families evaluating life insurance or long-term care coverage within a broader financial plan
- Small business owners needing personal financial guidance, business protection strategies, or employee retirement planning
Specialties
- personalized financial planning
- wealth management
- retirement planning
- estate planning coordination
- life and long-term care insurance planning
- small business financial solutions
What makes them different
- Creates financial plans around individual goals rather than a one-size-fits-all formula
- Serves families, individuals, and small businesses in Morehead City and coastal North Carolina
- Revisits and adjusts financial plans as circumstances change
- Coordinates estate planning alongside clients' attorneys and other advisors
- Provides insurance education and advice as part of a broader financial plan rather than a sales pitch
- Serves
- Morehead City
Distilled from this business's own website.
Contact & Location
- Address
- 5039 Executive Dr, Morehead City, NC 28557-2579
- Phone
- +12527272147
- Website
- https://www.boguesoundfinancial.com/
- gavin@boguesoundfinancial.com
Services
- financial planning
- wealth management
- retirement planning
- estate planning
- life insurance
- long-term care insurance
- small business solutions