About Premier Financial

At Premier Financial Services of North Carolina, our mission is to provide you and your loved ones a secure financial future through a comprehensive blend of knowledge, service and processes tailored to your individual needs.

We engage high quality, independent wealth managers, who specialize in significantly reducing risk during times of volatility. This strategy allows our clients to secure a better and worry-free retirement.

 


Together

Mike & Al make it their objective to help clients create a retirement plan that will help provide sustainable income, a solution that will free clients from the fear of outliving their assets, and a solution for passing on inheritance to their heirs with minimal tax liability.

 

Our Comprehensive Solution Provides Our Clients Hope, Clarity & Direction Through:

  • Low Volatility/Low Risk Investment Strategies
  • Independent Money Managers Taking a Fiduciary Approach
  • Tax Minimization Strategies
  • Social Security Maximization Strategies
  • Retirement Income for Life
  • Legacy Planning Strategies
  • Tax Free Legacy Concepts
  • Long Term Care Protection Plans
  • Medicare Supplement Solutions

 

We work closely with clients to customize, implement and manage comprehensive retirement strategies for helping achieve their short- and long-term goals.