Piedmont Capital Advisors
Financial Advising
Why pick this one
Piedmont Capital Advisors provides fiduciary retirement planning, including Social Security timing, withdrawal order, required minimum distributions, and Roth conversions.
Best for
- retirement income planning
- Social Security timing decisions
- required minimum distribution planning
- Roth conversion planning
- coordinating investment, tax, insurance, and estate considerations
- evaluating REITs, BDCs, structured products, or hedging strategies
Specialties
- retirement planning
- Social Security timing
- withdrawal-order planning
- required minimum distribution planning
- Roth conversion planning
- risk management
- alternative investment evaluation
What makes them different
- Jacob Rice is a fiduciary legally required to act in clients' best interests
- Independent from any single company's investment lineup
- The same advisor works with clients from the first conversation onward
- No-cost introductory conversation
- Accounts, policies, tax information, income, and estate documents are reviewed together
Distilled from this business's own website.
Contact & Location
- Address
- 123 Broad St # B, Kernersville, NC 27284
- Phone
- +13368032435
- Website
- https://www.piedmontcapitaladvisors.com/
- jacob@piedmontcapitaladvisors.com
Services
- comprehensive financial planning
- retirement planning
- risk management
- alternative investments