GVCA North Carolina: Account Access

Tap into innovative asset and investment management, where you’ll have access to hundreds of strategies and a wide variety of products that can provide you an edge in the market. The best part is, there’s downside protection for everyone.

Comprehensive wealth management includes invested assets as well as other strategies as part of your well-rounded financial plan. We work with individuals, couples and families to manage their wealth through the generations, starting with your unique goals and objectives.

Starting your retirement plan early can give you the best chance to retire and stay retired living your desired lifestyle. We help with Social Security planning, Medicare choices, tax-efficient distribution planning and much more, and we stay by your side for life.

If you have a family and/or assets, you need an estate plan. We work with estate attorneys to help you pass on a tax-advantaged legacy to your heirs and/or charities, documenting your desires for a stress-free transfer of wealth which can bypass probate.

If you have a large amount of assets saved in taxable accounts like traditional 401(k)s or IRAs, you may have less money for retirement than you thought. By working in advance, we can help you develop an optimized retirement income plan with the goal of achieving tax efficiencies.

People can be surprised to find out that Medicare doesn’t cover long-term care, and they need another option to pay for potential assistance they may need with daily living activities as they get older. There are many strategies to provide funds, and we can help you compare them.