Principles of Financial Planning
Financial Advising
Why pick this one
Principles of Financial Planning serves Greensboro and the North Carolina Triad with financial planning, portfolio management, and published planning packages.
Best for
- Triad professionals seeking financial planning guidance
- retirement preparation and investment withdrawals
- investors needing portfolio construction and risk monitoring
- families building wealth or managing generational wealth
- clients evaluating insurance, employer benefits, taxes, or estate planning
Specialties
- goal definition and prioritization
- expense and income evaluation
- investment optimization
- insurance and employer benefits analysis
- tax management
- estate planning consultation
- growth-focused portfolio management
- distribution-focused portfolio management
Certifications
- CFP
- CRPC
- AWMA
What makes them different
- The team has nearly 50 years of combined experience.
- The website states that more than 500 clients have worked with the firm.
- Foundational planning is listed at $2,000, with additional planning components listed at $750 each.
- Principled Portfolios offers growth-focused and distribution-focused approaches, each with four risk levels.
- Investment management uses defined research criteria, portfolio risk parameters, and ongoing monitoring.
- Serves
- Greensboro, Winston-Salem, High Point
Distilled from this business's own website.
Contact & Location
- Address
- 1010 N Elm St, Greensboro, NC 27401-1424
- Phone
- +13363461782
- Website
- https://www.principlesoffinancialplanning.com/
- mattandtodd@6pofp.com
Services
- financial planning
- investment management
- portfolio construction
- risk management
- retirement planning
- wealth management
- financial education