Do You Have A Retirement Plan In Place?

A Rollover Retirement Planner can help guide you through all your options, evaluate risk and recommend solutions that are right for your situation. Schedule your free consultation using the button below!

William Smith, CEO

With over 30 Years of experience, William Smith has a wealth of experience in the financial planning industry. With a dedication to his clients and a commitment to providing the most comprehensive services, you’re in great hands. 


We provide a full variety of financial planning services from wealth management to annuities. Learn more by clicking on the buttom below

We Can Help With All Your Insurance Needs

Life Insurance

As you age, your life Insurance needs change. Make sure your policies are up to date with your potential needs and risk profile

Home Insurance

Do you have the right Homeowners Insurance with the right carrier? Find out with a free review and quote!

Health Insurance

Not only should you ensure your health insurance needs are covered, but also your long term care coverage as well


Get access to over 53 educational videos on a myriad of finacial topics important to you and your family

Experienced Rollover Retirement Planners You Can Trust

We specialize in creating custom retirement plans that guarantee a living income for life. Our Sherpas have been in the business for a long time. You can rest easy at night knowing your future is in caring and capable hands

Happy Customers

Years in Business

Policies Written

Schedule a Call

Speak with a Rollover Retirement Planner today. Schedule a call using the button below

We Got You Covered. Don’t Get Caught Off Guard

Not having the right coverage when the time you need it comes around couldn’t be more frightening. Life is fraught with risk you might not even know is out there. Our Rollover Retirement Planner have seen it all. We know what coverages you need and what you can do without. We only reccomend coverages that you need!


Nothing speaks better for our work than the words of our customers. We take pride in making sure each clients needs are heard, understood and met when they come to us for advice!

My husband and I hadn’t even considered thinking about retirement in our early 30’s. With young kids and my husbands full time job, we just didn’t think about it. Then I was recommended to William who completely set us straight. Not only was he very patient, not pushy and very informative, he also only recommended options that were in our best interest. We could tell our future meant as much to him as it did to us. Couldn’t recommend william enough!

Amanda T.

Stay at Home Mom, Raleigh, NC

I’ve been working with William and his team for almost twenty years now. Not only does he take care of my own retirement planning, I recommend him to all my employees. No one has more integrity and honesty in this Industry than William. 

Shane P.

CEO, Deco Armor

I’m great at my job but learned how horrible I was at picking stocks after loosing thousands of dollars in the market. After that, I worked with William and his team to find a retirement plan that fit my needs and provided a lot of saftey against down markets. I was really impressed with William and never felt like he was in it for his own interests.

Mark E.

Executive VP, Shirtted