North Carolina -

North Carolina

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Meet Arianna Del Palazzo in Sanford, NC

Arianna is an experienced Financial Advisor with a demonstrated history of working in the financial services industry. She is skilled in Nonprofit Organizations, Customer Service, and Safe Money Investments. She has a strong finance professional with a Bachelor’s degree from the University of North Carolina at Greensboro.

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Meet Brad Rhodes in Lexington, NC

Since 1992, Brad has considered it an absolute pleasure working with pre-retirees and retirees and feels blessed with his God-given role in life. As the host of the Safe Money & Income Radio show, Brad enjoys teaching people how to protect their hard-earned money. To be able to have genuine guarantees with your retirement dollars and income is what a lot of folks are wanting.

“With the uncertainty in today’s economic environment, I can sleep at night, knowing that my clients have never lost a dime of their retirement funds with our recommendations. There is something special about helping people have peace of mind about their retirement future. It is my sincere wish to give you that peace of mind.”

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Meet Tim Ferguson statewide in North Carolina

Over the last 16 years, Tim has had the pleasure of working with thousands of clients. They all speak highly of his integrity, humility, professional knowledge, and laid-back demeanor, which resonated with them upon meeting with him and throughout the transaction process. His tremendous love and passion are very apparent as he helps to provide all his clients with the necessary financial and insurance planning tools to ensure against any unexpected future life event. This proactive approach makes sure that existing and future generations will inherit a sense of financial stability.

He and his team of experts welcome the opportunity to earn the trust of anyone looking for assistance with qualified plan rollovers (IRA,401K,403b, and TSP), long term care protection/planning, asset protection with no market risks, retirement income planning, life insurance/family legacy planning, tax-free income strategies, Medicare supplemental insurance, social security maximization, etc. Once you schedule a meeting with Tim, you too will have a much better idea of how he can help you address any of the issues you have concerns about and the best solutions to give you the peace of mind you innately deserve.

Meet David McMurray statewide in North Carolina

David is a North Carolina native and graduate of Appalachian State University, where he received his MBA. He has over 35 years of broad-ranging experience in the financial services industry. David started as a licensed life insurance agent and registered representative focusing on investment advice and estate planning. He built a regional brokerage general agency as a Master General Agent. He also spent time at the home office of AIG American General in Houston as the National Director of Leveraged products for the Affluent Markets Group.

David now owns The Cardinal Financial Group focusing on providing guaranteed lifetime inflation hedged income plans for his clients. They are located in Waxhaw, NC, just outside Charlotte. David believes in safe money investments, particularly as one inches closer and closer to their retirement years. “Guaranteeing an income you cannot outlive is paramount to retiring stress-free, especially during these times of vast instability in the financial markets.”