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Meet Your Advisor

I will help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management analysis

I'm here to answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s a good approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

As a professional I have helped many people just like you with similar issues and concerns. I look forward to helping you create an approach that is designed to address your individual situation.


Jason Singleton

President | Owner | Financial Advisor

(336) 429-5688

Jason Singleton was born in Hickory, NC. He received his Bachelor’s degree in Business Administration from Gardner Webb. He has spent over 20 years in the financial services industry becoming a registered representative in 2003....

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