Everyone has goals for their Family, Finances, Dreams, Community, and Legacy. It is our pleasure to help you begin to chart a course to move towards those goals.
Strategic Planning Group is here to serve as your guide to the future you want.
Managing Partner and Special Needs Planner
Senior Partner & Director of LEAP Training
Director of Operations - Charlotte
Director of Marketing
Senior Partner & Director of Talent Development
Director of Talent Acquisition
Senior Partner & Director of Agency Development
Director of Operations - Atlanta
North Carolina Partners
Senior Partner & Financial Adviser
Associate Partner & Financial Professional
Senior Partner & Director of Advanced Design
Emerald Financial Group was created to help anyone who wanted our help to achieve long term financial goals. Our team has combined experience of over 30 years in the industry. Though we specialize in comprehensive financial planning, we have always understood that building and protecting wealth takes a concentrated effort.
Client Care and New Business Manager
Client Care Team
Medicus Wealth Consultants provide financial strategies to a diverse group of medical professionals and practices. Our clients include physicians, nurse practitioners, physicians assistants, registered nurses, pharmacists, executive administrators, as well as their families and employees.
Senior Partner & Financial Professional
Director of Administration
After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives.