"I have known Anne for nearly six years in a professional and personal capacity. She is a person of true character whose compassion and intergrity are of the highest caliber. Anne is a professional who puts the needs of her clients first and foremost. Her dedication to her clients is evident by their dedication to her".

 

-CC, Raleigh, NC

 

 

"Anne is a person who is willing to do things the hard way in order to do things the RIGHT way. I believe Anne to have high ethical and moral standards in her business and personal life. I have had nothing but a positive relationship in working with Anne and will continue to work with her based on the respect and standards she has shown me".

 

SP, Morrisville, NC

 

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Estate Planning

HumanaOne

 

As a licensed insurance professional and corporate and individual personal counselor, Anne designs innovative solutions for people’s financial and estate planning needs. Anne educates and assists on some of the most basic planning strategies that are missed by most “financial planners”. Anne can help you gain substantial improvements with simple strategies in areas.


MORE INCOME, LESS TAXES

 

Learn how to increase your income while decreasing your tax exposure, including how to reduce or eliminate tax on your Social Security Income and do it without risk or depleting your principal


PROBATE & INHERITANCE TAXES

 

Discover the truth about these often misunderstood forces and learn strategies to avoid them that does not require a visit to the attorney.


LONG TERM CARE

 

Examine several strategies to protect yourself regarding LTC including how to avoid the need to write a monthly check for expensive insurance premiums.

 

“STRETCH” IRA’S

 

Learn to turn a tax liability into a legacy. Most presumed “Stretch” IRA’S fail to actually “stretch.” Learn the facts and correct mistakes about what does and does not make an IRA truly “stretch.”