Our President, Cherise Barkley has over 18 Successful years of working in the Financial Services Arena and brings a Wealth of Knowledge to the table in assisting our Clients. Her experience, pleasing personality and calm demeanor provides a relaxing and very productive session resulting in a lifetime working relationship with the client.
What keeps you up at night?
If you're like most business owners there's plenty to think about late nights and early mornings. If you get hurt or die, what happens to the business?
With so much on your mind, wouldn't it be reassuring to know that professional guidance is available to help address your concerns? Leave it to us.
Estate Plans - Learn how to protect what you worked hard for. Living Wills, Wills and Healthcare Power of Attorney all should be part of a great estate plan.
How your 401(k) can survive and thrive in the next bear market.
March 9, 2017
The nine-year stretch of rising stock prices won't last forever. So now's a good time for...
Life Insurance - Life insurance can be more than a safety net. Depending on the type of life insurance, it can be a great savings program for emergencies or retirement.
Most people plan for major life events such as marriage, your first home, children, vacations etc. However what is not planned and often overlooked is the most fundamental aspects of a solid financial house that includes strategies such as Life Insurance, Annuities, Long Term Care, Legal & Identity Theft Plans to name a few.
Building a strong and solid "Financial House" is one of the most important things you can do to ensure you have Financial Success.
Serving Families in SC & NC
Annuities- Annuities can serve as a pension or 401(k) plan for retirement. The guaranteed lifetime income of an annuity as well as the safety and protection of your money can insure you have adequate income for a successful retirement.
66% of Millennials have nothing saved for retirement
March 7, 2017
Most Millennials are not on track when it comes to saving for retirement...
Income Opportunities - "Making a Difference ~ While Making an Impact". Full-Time, Part-Time and Residual. Contact Us to see if you qualify.
Legal and Identity Protection Plans- During these tough economic times everyone should have a legal and identity theft protection plan for their family and their businesses.
Provide Sound Financial Education and Solutions to the Uninformed and Underserved by using our 18-Years of Experience and the Services of the Top Companies in the Insurance, Retirement & Estate Planning Industry.
The Education and Solutions that we provide will give Our Clients a Strong Foundation, Financial Security and a Financial Peace of Mind.
Long-Term Care - Chronic illness or a disabling injury can have a significant impact on your financial security.
Tidewater Wealth Solutions
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Think you're ready to retire? These statistics might change your mind.
April 16, 2017
Americans are in trouble as it relates to not being prepared for retirement or to stay in retirement...